Coaching Proposal Template - Downloadable

How to write your Coaching Proposal Template

With a Proposal Pack, you can create variations of this document of any length to suit your specific needs. This template is built using the Proposal Pack Wizard software included with any Proposal Pack or the Proposal Kit Professional bundle.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.

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Popular Proposal Pack Design Themes

The Proposal Pack for Any Business is a plain text design theme that does not include a visual design theme with logos or background photos. These design themes are commonly used to create this template. Any Proposal Pack can be used to create this template. Select a design theme based on your personal preferences for the visual look of the templates.

Use Cases

• Presenting a new coaching service to a prospective client
• Submitting a formal proposal for a coaching program to a corporate client
• Renewing a coaching contract with an existing client
• Expanding services offered to current clients in a coaching business
• Proposing personalized coaching packages to high-profile clients
• Bidding for a coaching project advertised by an organization
• Responding to a Request for Proposal (RFP) for coaching services from an educational institution
• Outlining the benefits and ROI of coaching services to potential investors or partners
• Tailoring coaching services to the specific needs of a niche market
• Offering virtual coaching services in response to remote work trends

Chapters Suggested For This Template

Components of the Coaching Proposal Template

Creating this template involves assembling several chapters and filling them in with your details. While there's no one-size-fits-all template for every situation, Proposal Kit offers layouts that can be customized using its extensive chapter template library. The Wizard software builds this template for you, customized to your needs. The Wizard software is included in every Proposal Pack and the Proposal Kit Professional. You can customize this list of chapters as needed in the Wizard software, such as adding additional chapters, removing chapters, and changing the order of chapters.

Cover Letter

The cover letter serves as a formal introduction to the proposal. It addresses the potential client by name, briefly outlines the coaching services being offered, and expresses the coach's enthusiasm about working with the client. It sets the tone for the proposal and encourages the reader to review the detailed offer contained within the following pages.

Title Page

This page includes the name of the proposal, such as Coaching Services Proposal, along with the name of the coach or coaching organization, the name of the client, and the date of submission. It acts as the front cover of the proposal, presenting a professional first impression.

Table of Contents

A clear table of contents helps guide the recipient through the proposal. It lists all the included sections and their corresponding page numbers, making it easy for the client to navigate through the document and find specific information quickly.

Executive Summary

The executive summary provides a concise overview of the entire proposal. It highlights the key points, including the coaching services offered, the benefits to the client, and the expected outcomes of the coaching engagement. This summary is crafted to capture the attention of decision-makers and encourage them to read further.

Needs Assessment

In this section, the specific needs of the client are addressed. Based on preliminary discussions or a formal needs assessment process, this part details the challenges or goals that the client is looking to address through coaching services.

Objectives

Here, the specific objectives of the coaching services are laid out. These goals are aligned with the client's needs identified in the previous section and are clearly defined to ensure both parties have mutual understanding of the expected outcomes.

Methodology

This chapter describes the approach and techniques the coach will use to meet the client's objectives. It may include the structure of the sessions, tools, and models used for coaching, as well as any unique aspects of the service delivery.

Timeframe

The timeframe section outlines the schedule for the coaching services. It includes the start and end dates, frequency of sessions, and any significant milestones. This helps set expectations for the duration and availability of the coaching engagement.

Cost Summary

A detailed breakdown of the costs associated with the coaching services is provided in this section. The Proposal Kit software can automate this data through its line-item database, ensuring accurate and up-to-date financial information is always included.

Qualifications

This part of the proposal showcases the credentials, experience, and skills of the coach or coaching team. It includes details about relevant certifications, success stories, and expertise in the field, reinforcing the value and credibility of the coaching services offered.

Guarantees

If any guarantees are associated with the coaching services, they are detailed here. This might include satisfaction guarantees or specific outcomes that the coach commits to delivering, enhancing the client's confidence in choosing these services.

Company History

This chapter provides a brief history of the coaching organization or individual coach. It includes information about the founding, key achievements, and growth of the business, which helps in building trust and reliability.

References

References and testimonials from previous clients are included to validate the success and effectiveness of the coaching services. This serves as social proof and can be influential in the client's decision-making process.

Back Page

The final page of the proposal serves as a formal closure, often including contact information for the coach or organization. It may also reiterate the readiness of the coaching service provider to address any further questions or to begin the coaching engagement.

This template is also referred to as

• Coaching Services Proposal
• Business Coaching Agreement
• Life Coaching Plan
• Executive Coaching Proposal
• Personal Coach Contract Template
• Coaching Session Plan Template
• Mentorship Program Proposal
• Professional Development Coaching Offer
• Leadership Coaching Proposal
• Career Coaching Agreement Template

How to create this template with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business has no extra logos or colors added. It is designed to be used plainly or customized with your logos and graphics.

This is a recipe for a template you can build in the Proposal Pack Wizard software using any of the Proposal Pack design themes. This template uses a new feature in the Wizard software for creating templates based on lists of chapters selected by the Business Proposal Outline Creator for Proposal Kit OpenAI GPT. We've used the GPT to generate this template recipe that you can paste into the Wizard's 'Select by AI' screen when selecting the templates for your project document. This Wizard feature will auto-select all the chapters generated by the GPT and map any mismatches to Proposal Kit chapter templates as best possible. This is a new experimental feature of the Proposal Pack Wizard software.

See this article, How to Streamline Your Business with AI Proposal Writer Tools, for more details on using ChatGPT to create your proposal outlines that can then be made by the Proposal Kit software.

If you have a ChatGPT Plus subscription for custom GPTs, use the Business Proposal Outline Creator for Proposal Kit OpenAI GPT to generate custom proposal chapter lists.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed the Proposal Packs so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software, which includes the entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.

Key Takeaways

• The Coaching Proposal Template is built using a Proposal Pack or the Professional bundle using the included Wizard software.
• You can create unlimited custom variations of this template.
• The Wizard software automates quotes and other financial pages with a line-item database.
• There are no ongoing subscription fees. You get lifetime unlimited use.
• Proposal Kit is made for freelancers, small businesses, and non-profits.
• Proposal Kit product content (templates, samples, software) is 100% written by humans.

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