Pricing Calculator

Comprehensive worksheet to calculate coaching rates and package pricing based on value, market, and costs.

Template Content

COACHING PRICING CALCULATOR COACH INFORMATION ================ Name: _____________________________ Business Name: ____________________ Date: _____________________________ Location: _________________________ MARKET RESEARCH =============== Research at least 3-5 coaches in your area or niche: Competitor 1: Name/Business: ____________________ Services: _________________________ Price Range: ______________________ Session Length: ___________________ Package Options: __________________ Competitor 2: Name/Business: ____________________ Services: _________________________ Price Range: ______________________ Session Length: ___________________ Package Options: __________________ Competitor 3: Name/Business: ____________________ Services: _________________________ Price Range: ______________________ Session Length: ___________________ Package Options: __________________ Market Average Price Range: Low: $_______ Mid: $_______ High: $_______ COST ANALYSIS ============= Calculate your monthly business expenses: BUSINESS EXPENSES (Monthly): Office/Space Rent: $_______________ Phone/Internet: $__________________ Website/Technology: $______________ Insurance: $______________________ Professional Development: $_________ Marketing/Advertising: $___________ Business Licenses: $_______________ Accounting/Legal: $_________________ Equipment/Supplies: $______________ Other Expenses: $__________________ Total Monthly Expenses: $___________ PERSONAL EXPENSES (Monthly): Housing: $________________________ Food: $___________________________ Transportation: $__________________ Healthcare: $______________________ Personal Insurance: $______________ Savings/Retirement: $______________ Personal/Family: $__________________ Other Living Expenses: $____________ Total Monthly Personal: $___________ TOTAL MONTHLY NEEDS: $______________ VALUE ASSESSMENT ================ Rate your value factors (1-10 scale): Experience Level: ___/10 Years coaching: ___________________ Previous career experience: ________ Education & Credentials: ___/10 Degrees: __________________________ Certifications: ___________________ Specialized training: ______________ Specialization/Niche: ___/10 Specific expertise in: _____________ Unique approach/methods: ____________ Results/Success Rate: ___/10 Client success stories: ____________ Testimonials/referrals: ____________ Personal Brand/Reputation: ___/10 Online presence: ___________________ Speaking/writing: __________________ Total Value Score: ____/50 VALUE MULTIPLIER: 0-20 points: 0.8x market rate 21-30 points: 1.0x market rate 31-40 points: 1.2x market rate 41-50 points: 1.5x market rate INCOME GOALS ============ Desired Annual Income: $____________ Desired Monthly Income: $___________ Working Schedule: Sessions per day: _________________ Days per week: ____________________ Weeks per year: ___________________ (Account for vacation, holidays, sick days) Total Sessions per Year: ___________ TARGET SESSION RATE CALCULATION =============================== Method 1: Income-Based Monthly Income Goal: $______________ Sessions per Month: _______________ Required Rate per Session: $________ Method 2: Cost-Plus Monthly Expenses: $________________ Desired Profit: $__________________ Sessions per Month: _______________ Required Rate per Session: $________ Method 3: Market-Based Market Average: $__________________ Your Value Multiplier: ____________ Suggested Rate: $__________________ RECOMMENDED SESSION RATE: $__________ PACKAGE PRICING =============== Single Session Rate: $______________ 3-Session Package: Individual rate: $__________________ Package discount: ____% Package price: $___________________ Savings for client: $______________ 6-Session Package: Individual rate: $__________________ Package discount: ____% Package price: $___________________ Savings for client: $______________ 12-Session Package: Individual rate: $__________________ Package discount: ____% Package price: $___________________ Savings for client: $______________ SPECIALIZED PROGRAMS =================== Program Name: ______________________ Duration: __________________________ Number of Sessions: _______________ Additional Components: ☐ Workbooks/Materials ☐ Email Support ☐ Group Sessions ☐ Assessments ☐ Follow-up Check-ins Base Session Value: $_______________ Additional Value: $________________ Total Program Price: $______________ PAYMENT OPTIONS =============== Option 1: Pay in Full Full Price: $______________________ Discount: ____% = $________________ Final Price: $____________________ Option 2: Payment Plan Number of Payments: _______________ Payment Amount: $__________________ Total with Plan: $________________ Processing Fee: $__________________ DIFFERENT MARKET SEGMENTS ========================= Individual Clients: Session Rate: $____________________ Package Rates: $___________________ Corporate Clients: Hourly Rate: $____________________ Day Rate: $______________________ Project Rate: $___________________ Group Coaching: Rate per Person: $________________ Minimum Group Size: ______________ Maximum Group Size: ______________ TESTING AND ADJUSTMENTS ======================= Initial Pricing Test: Start Date: ______________________ Test Rate: $____________________ Number of Inquiries: ______________ Conversion Rate: ____% Feedback Received: ________________ Adjustment 1: New Rate: $_______________________ Date Changed: ____________________ Results: _________________________ Adjustment 2: New Rate: $_______________________ Date Changed: ____________________ Results: _________________________ PRICING STRATEGY ================ Positioning Strategy: ☐ Premium/High-end ☐ Mid-market/Competitive ☐ Value/Budget-friendly ☐ Introductory/Building client base Pricing Justification: What makes your coaching worth the price? • ______________________________ • ______________________________ • ______________________________ Value Communication: How will you communicate your value to prospects? ___________________________________ ___________________________________ SEASONAL ADJUSTMENTS =================== Peak Season Rates (if applicable): Months: ___________________________ Rate Increase: ____% Justification: ____________________ Off-Season Rates (if applicable): Months: ___________________________ Rate Decrease/Promotion: ___% Justification: ____________________ REVIEW SCHEDULE =============== Pricing Review Dates: Quarterly Review: __________________ Annual Review: ____________________ Factors to Consider in Reviews: ☐ Cost of living changes ☐ Experience gained ☐ Market rate changes ☐ Demand for services ☐ Additional qualifications ☐ Business growth FINAL PRICING DECISION ====================== Chosen Session Rate: $______________ Chosen Package Options: 3 Sessions: $______________________ 6 Sessions: $______________________ 12 Sessions: $____________________ Confidence Level (1-10): ___________ Implementation Date: _______________ Notes: ___________________________________ ___________________________________ Remember: Pricing is not permanent. Start with rates that feel sustainable and adjust as you gain experience and confidence. Your rates should reflect the value you provide and support your business and personal financial goals.