Service Proposal Template

COACHING SERVICE PROPOSAL PROPOSAL HEADER =============== To: _______________________________ From: _____________________________ Date: _____________________________ Proposal #: _______________________ Valid Until: ______________________ EXECUTIVE SUMMARY ================ Thank you for your interest in coaching services. This proposal outlines a customized coaching program designed specifically for your needs and goals. Based on our discovery conversation, I understand that you are looking to: • ______________________________ • ______________________________ • ______________________________ I believe coaching will provide you with the clarity, accountability, and support needed to achieve these outcomes. YOUR CURRENT SITUATION ====================== What you shared about where you are now: ___________________________________ ___________________________________ What you want to achieve: ___________________________________ ___________________________________ The gap between current state and desired outcome: ___________________________________ ___________________________________ PROPOSED COACHING PROGRAM ======================== Program Name: ______________________ Duration: __________________________ Total Sessions: ___________________ Session Length: ___________________ Session Frequency: ________________ PROGRAM OBJECTIVES ================= By the end of this coaching engagement, you will: 1. ______________________________ 2. ______________________________ 3. ______________________________ 4. ______________________________ SUCCESS METRICS =============== We will measure success by: • ______________________________ • ______________________________ • ______________________________ COACHING METHODOLOGY =================== My coaching approach combines: ☐ Goal-setting and action planning ☐ Accountability and progress tracking ☐ Strengths identification and development ☐ Obstacle identification and problem-solving ☐ Mindset and perspective work ☐ Skill building and practice ☐ Reflection and self-awareness development Specific frameworks we'll use: • ______________________________ • ______________________________ • ______________________________ PROGRAM STRUCTURE ================ PHASE 1: FOUNDATION (Sessions 1-2) - Complete comprehensive intake assessment - Clarify vision and goals - Establish coaching agreement and expectations - Create initial action plan PHASE 2: MOMENTUM (Sessions 3-6) - Dive deep into primary focus areas - Build essential skills and habits - Address obstacles and limiting beliefs - Develop accountability systems PHASE 3: ACCELERATION (Sessions 7-10) - Refine strategies based on early results - Tackle more complex challenges - Expand comfort zone and capabilities - Strengthen new behaviors and mindsets PHASE 4: INTEGRATION (Sessions 11-12) - Consolidate learning and growth - Plan for sustained progress beyond coaching - Develop self-coaching capabilities - Celebrate achievements and plan next steps WHAT'S INCLUDED =============== ☐ __ individual coaching sessions (__ minutes each) ☐ Comprehensive intake assessment ☐ Goal-setting and action planning worksheets ☐ Progress tracking tools and templates ☐ Email support between sessions ☐ Resource recommendations and materials ☐ Session summaries and notes ☐ Final progress review and future planning session OPTIONAL ADD-ONS =============== ☐ Additional sessions: $____ per session ☐ Personality/Strengths assessment: $____ ☐ 360-degree feedback process: $____ ☐ Monthly check-ins for 3 months post-program: $____ ☐ Group coaching component: $____ ☐ Workshop or training session: $____ INVESTMENT ========== Program Fee: $_____________________ Payment Options: ☐ Pay in full: $_______ (save $____) ☐ Two payments: $_______ each ☐ Monthly payments: $_______ x __ months ☐ Per session: $_______ each Payment Methods Accepted: ☐ Credit card ☐ Bank transfer ☐ Check ☐ PayPal Payment Schedule: First payment due: _________________ Subsequent payments: _______________ COACHING AGREEMENT HIGHLIGHTS ============================ • Sessions are scheduled by mutual agreement • 24-hour cancellation notice required • Confidentiality is maintained according to coaching standards • Client is responsible for implementing action items • Coach provides support, guidance, and accountability • Either party may terminate with reasonable notice GETTING STARTED =============== To begin your coaching journey: 1. Review and sign the attached coaching agreement 2. Submit your first payment 3. Complete the intake assessment 4. Schedule your first session Timeline: Week 1: Complete paperwork and assessment Week 2: First coaching session Ongoing: Regular sessions as scheduled YOUR COACH ========== Brief bio and relevant credentials: ___________________________________ ___________________________________ Relevant experience: ___________________________________ ___________________________________ Coaching philosophy: ___________________________________ ___________________________________ CLIENT SUCCESS STORIES ====================== "[Testimonial from similar client about results achieved]" - Client Name, Title "[Another relevant testimonial]" - Client Name, Title FREQUENTLY ASKED QUESTIONS ========================= Q: What if I need to reschedule a session? A: ______________________________ Q: What happens if I miss a session? A: ______________________________ Q: Can I contact you between sessions? A: ______________________________ Q: What if I need additional sessions? A: ______________________________ Q: Do you offer any guarantees? A: ______________________________ NEXT STEPS ========== I'm excited about the possibility of working together. This proposal is valid until [date]. To accept: 1. Sign and return the coaching agreement 2. Submit your first payment 3. Schedule your first session If you have any questions or would like to discuss modifications to this proposal, please don't hesitate to contact me. CONTACT INFORMATION ================== Name: _____________________________ Phone: ___________________________ Email: ___________________________ Website: _________________________ AUTHORIZATION ============= Client Acceptance: I accept this proposal and agree to the terms outlined above. Client Signature: __________________ Print Name: _______________________ Date: _____________________________ Coach Authorization: Coach Signature: ___________________ Print Name: _______________________ Date: _____________________________ This proposal serves as a preliminary agreement. A detailed coaching agreement will be executed upon acceptance.