Free Coaching Proposal Template That Wins Clients

This proven proposal template won over $19,000,000 of business for our coaching customers in 2023 alone. The text, images, colours, your logo - it's all 100% editable.

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EVERYTHING INCLUDED IN THIS TEMPLATE

Visually stunning cover

The first thing your client sees is a beautifully designed cover, fit for a world-class Coach. If the cover doesn't impress them, it's always going to be an uphill struggle from there. You can change the text, your logo, and the background image if you like - this gets you started.

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Coaching Proposal Template - Visually stunning cover

Pre-written services section

Writing about what you do is hard. How much is too much? Will the client understand it? Completely valid questions and ones you don't need to worry about now.

In this coaching proposal template, the page detailing the work you're going to do is done, the structure is laid out. You just need to add a few client specifics when you use it.

Like with this entire proposal, it's all editable - the colors, the text, images, layout - everything.

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Coaching Proposal Template - Pre-written services section

Process and timescales

Explaining the coaching process can be difficult. You want to give enough detail but not so much it seems overwhelming. Fortunately, this has been battle-tested and is the perfect amount of information. You can tweak it to suit your exact process.

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Coaching Proposal Template - Process and timescales

Case study example

The number of coaches that simply don't put any examples of their work in their proposal templates is shocking. It's not enough. If you want to be taken seriously, you need to show that you understood the client's issues and came up with a solution that was successful.

In this coaching proposal template, we've set out an example case study. All you need to do is replace our example with one of yours and use the structure we've used.

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Coaching Proposal Template - Case study example

Pricing

Getting pricing right in the coaching industry is difficult. In this automatically calculated pricing table, all you do is put the numbers in, type a quick 1-line description of the service and the quote part of your proposal is done. If you want to charge per hour, sell in quantities, or have optional up-sell products, you can do that, too.

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Coaching Proposal Template - Pricing

Next steps with digital signing

One of the biggest reasons businesses don't win work is they don't give clear instructions on how to buy from them. This proposal template comes with a 'Next Steps' page which you shouldn't need to alter at all. Simply detail the next steps your client will go through and ask them to sign digitally by typing their name and clicking Accept.

Our digital signatures are 100% legal and compliant. When your client signs, you can see your digital signature certificate in your Better Proposals account.

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Coaching Proposal Template - Next steps with digital signing

Pre-written contract

Every service business needs a contract with their clients. The coaching industry is no exception. We've scoured the world for experts to lend the contracts they use in their businesses for you to use.

We're not legal professionals and don't play them on the internet, but if you're not using anything at all, this will likely be a great start. That said, get a legal professional to read it over.

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Coaching Proposal Template - Pre-written contract

Take payments from your clients

Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account the better.

Using our integrations with Stripe, PayPal, and GoCardless you can take a payment from your client the moment they sign your proposal. Then, if needed, you can also start a subscription.

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Coaching Proposal Template - Take payments from your clients

SEE HOW IT WORKS

Your docs, your branding

Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.

1. Let's begin

Coaching Proposal Template

Reuse what works

Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.

Coaching Proposal Template
Added Team 1 Block
Added Team 1 Block

Become flawless

Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.

  • {{company_name}}
  • {{first_name}}
  • {{last_name}}
  • {{email_address}}
  • {{brand_company_name}}
  • {{owner_first_name}}
  • {{owner_last_name}}
  • {{owner_email_address}}
Click to add a merge tag Click to add a merge tag

Create VIP experiences

Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.

What would you like to add?
add form
Add content
Add booking calendar
Add payment step
Redirect users
Add Calendar
Calendly added
Onboarding sidebar Onboarding users after they sign and collecting required information

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Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?
Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.
You don’t have a template for my industry...what can I do?
Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.
Will my clients see your logo?
That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.
Are my documents secure?
Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.
Can I change my plan after purchase?
Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.
I’m not a designer. How do I make my document look presentable?
Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.
What about custom plans?
Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.
Can you answer another question not listed here?
Yes! We can answer questions in as little as 2 minutes, and we do that 24 hours a day.
Start a chat in the bottom right for a quick answer or email us and we’ll get back to you shortly.

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