Free Coaching Proposal & Agreement Template
Coaching is a relationship, but it bills like a service — and services need terms. Session counts, scheduling rules, confidentiality, and outcomes-vs-effort language keep the relationship clean. This template handles the paperwork so the sessions can stay human.
What a winning coach proposal includes
1.Coaching Objectives
What the client wants to change, in their words, plus how you'll both recognize progress. Coaching goals can be qualitative — but they must be stated.
2.Program Structure
Session count, length, frequency, and medium (video/phone/in-person), plus between-session support boundaries (email response window, no weekend texts — whatever yours are).
3.What Coaching Is (and Isn't)
Coaching vs. therapy vs. consulting, and your commitment to process rather than guaranteed outcomes. This section is both ethical practice and legal protection.
4.Confidentiality
What stays private, the exceptions (safety, legal requirements), and — for corporate-sponsored coaching — exactly what the employer does and doesn't get told.
5.Investment & Scheduling
Package price, payment plan option, and the policies that protect your calendar: 24-hour reschedule notice, late-arrival policy, package expiry (e.g. 6 sessions valid 90 days).
6.Agreement
Start date, term, renewal conversation point (session 5 of 6, not after the last one), and signatures.
Skip the template — generate a finished proposal in 30 seconds
BidSimple writes a complete, branded proposal from a short description of the job — your services, your rates, ready to send and e-sign. Free, no credit card.
Generate My Proposal — FreePricing tips for coaches
- ✓Sell packages, not sessions — 6 or 12 with a modest package discount. Single sessions attract clients who churn before results appear.
- ✓Package expiry dates (90 days for 6 sessions) protect revenue from clients who 'pause' indefinitely — and clients with deadlines show up more engaged.
- ✓Raise rates for new clients first; grandfather existing ones for a stated period. It rewards loyalty while your market price moves.
Frequently asked questions
Do coaches really need a written agreement?
Yes — not because clients are adversaries, but because ambiguity kills coaching relationships. The agreement answers scheduling, refunds, and confidentiality once, so no session ever has to.
Should I offer refunds on coaching packages?
A clean policy: full refund before session two, prorated to the sessions used before the midpoint, none after. Vague satisfaction guarantees invite disputes that fixed windows prevent.
How do I handle corporate-sponsored coaching confidentiality?
Three-way clarity in writing: the employer gets attendance and themes (with consent), never session content. Both the sponsor and the coachee sign the same paragraph.
Skip the template — generate a finished proposal in 30 seconds
BidSimple writes a complete, branded proposal from a short description of the job — your services, your rates, ready to send and e-sign. Free, no credit card.
Generate My Proposal — Free