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Business Coaching Proposal Template Concepts
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How to write your Business 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.

Proposal Pack for Any Business

( Design themes, color schemes, fonts, and images are all customizable )

This document was created for a business coaching service provider looking to present their coaching programs to potential clients. It outlines the coach's approach, the benefits of their coaching, and the terms of engagement, along with detailed cost information.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
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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 for the Business Coaching Proposal Template

  • A business coach proposing personalized coaching services to a small business owner.
  • A coaching firm offering a package of leadership development sessions for corporate executives.
  • A consultant proposing a series of business strategy coaching sessions to a start-up.
  • A career coach presenting services to a professional association.
  • A coaching provider detailing a proposal for team-building coaching sessions for a mid-sized company.
  • A life coach submitting a structured coaching program proposal to a community center.
  • An executive coach offering a proposal to a non-profit organization for board development.
  • A coaching professional presenting a business transformation coaching plan to a retail business.
  • A health and wellness coach extending a proposal for stress management coaching to a large corporation.
  • A digital coaching platform proposing virtual coaching sessions to a remote team.

Chapters Suggested for the Business Coaching Proposal Template

Cover Letter, Title Page, Table of Contents, Executive Summary, Needs Assessment, Objectives, Coaching Services Description, Methodology, Benefits, Cost Summary, Guarantee, Company History, Team Members, Client Testimonials, Terms and Conditions, Back Page

Copy and paste this chapter list into the Proposal Pack Wizard's 'Select by AI' screen to build the Business Coaching Proposal Template. The Wizard is included with any Proposal Pack or the Proposal Kit Professional.

While the chapter list for this layout has been AI-generated, the Word template that the Proposal Kit software will create is 100% human-written content.

Components of the Business Coaching Proposal Template

Creating the Business Coaching Proposal 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 will address the potential client directly, outlining the purpose of the proposal and highlighting the key benefits of the coaching services being offered. This personal touch aims to create a connection with the client right from the beginning.

Title Page

This page includes the name of the proposal such as Business Coaching Proposal, along with the name of the coaching provider and the proposal recipient. It also features the date the proposal is submitted. This page acts as the front cover of the document.

Table of Contents

The Table of Contents lists all the chapters included in the proposal with corresponding page numbers. It helps the reader easily navigate the document and quickly find specific sections of interest.

Executive Summary

The Executive Summary provides a concise overview of the entire proposal, summarizing the main points including the needs identified, the coaching services proposed, expected outcomes, and the overarching benefits for the client.

Needs Assessment

In the Needs Assessment chapter, the specific needs and challenges of the potential client are detailed. This chapter demonstrates the coach's understanding of the client's current situation and the areas where coaching can provide meaningful improvements.


This section outlines the specific objectives that the coaching services aim to achieve. These goals are tailored to the client's needs and are clearly stated to set measurable targets for the coaching engagement.

Coaching Services Description

Here, the various coaching services offered are described in detail. This may include personal coaching, executive coaching, team-building sessions, etc., depending on the client's needs. This chapter highlights what each service entails and how it is delivered.


The Methodology chapter explains the strategies and techniques that will be used during the coaching sessions. This could include frameworks, tools, and approaches the coach will employ to facilitate client growth and achievement of objectives.


In the Benefits section, the proposal outlines the advantages the client will gain from engaging with the coaching services. This could range from improved leadership skills and enhanced team performance to personal development and stress management.

Cost Summary

The Cost Summary provides a detailed breakdown of the costs associated with the coaching services. The Proposal Kit software can automate this data with its line-item database, ensuring accurate and clear financial information is presented.


This chapter outlines any guarantees offered by the coaching service provider, which may include satisfaction guarantees or specific results commitments. This helps in building trust and reassurance with the potential client.

Company History

The Company History section gives an overview of the coaching provider's background, including years of experience, past achievements, and areas of expertise. This builds credibility and demonstrates success in the field.

Team Members

This chapter introduces the team members who will be involved in providing the coaching services. It includes brief bios that highlight their qualifications, experience, and roles within the company.

Client Testimonials

In Client Testimonials, previous clients' feedback and endorsements are showcased. This serves as social proof, illustrating the positive impact of the coaching services on other clients.

Terms and Conditions

This important chapter details the formal terms and conditions of the coaching services, including payment terms, session schedules, cancellation policies, and confidentiality agreements.

Back Page

The Back Page typically includes contact information for the coaching service provider and may also feature a call-to-action, encouraging the client to take the next step in engaging the coaching services.

This template is also referred to as

  • Coaching services proposal
  • Business mentorship proposal
  • Executive coaching proposal
  • Career coaching proposal template
  • Coaching program pitch
  • Professional development coaching proposal
  • Leadership coaching plan
  • Corporate coaching proposal
  • Business transformation coaching offer
  • Strategic coaching proposal document

How to create the Business Coaching Proposal 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.

How to Build Proposal Template from an AI Outline

This video shows how to build a Word format proposal template using the Proposal Pack Wizard software from an AI-generated outline. This video is illustrated with pre-created AI outlines of chapters that are pasted into the Wizard software, which then generates a Word document from the outline.

Key Takeaways

  • The Business 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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