Quote Template:
Executive Leadership Coaching Proposal
ESTIMAKER
PROPOSITION
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## Executive Leadership Coaching Proposal **Prepared for:** [client name] **Organization:** [company name] **Prepared by:** [coach name] **Date:** [date] **Coaching period:** [start date] to [end date] ## Purpose This engagement supports [client name] in strengthening leadership effectiveness in the role of [role]. The coaching will focus on clearer priorities, confident decision-making, productive stakeholder relationships, and practical habits that can be sustained beyond the engagement. ## Engagement Approach The work begins with a focused assessment of current responsibilities, leadership context, and development goals. We will then translate the findings into a practical development plan and work through the highest-priority challenges in confidential coaching sessions. Each session will combine reflection, targeted tools, and actions to apply before the next meeting. Progress will be reviewed throughout the engagement against agreed leadership outcomes. ## Scope of Services - Conduct a leadership discovery meeting and structured assessment. - Facilitate confidential interviews with selected stakeholders to identify strengths, expectations, and development themes. - Create a written leadership development plan with clear priorities and measurable actions. - Deliver six individual coaching sessions for [client name], held virtually or at [meeting location]. - Provide brief action notes after each coaching session. - Hold a final progress review and create a forward-looking leadership roadmap. ## Expected Outcomes By the end of the engagement, [client name] will have a clearer leadership focus, a structured approach to key decisions, and practical routines for managing priorities and stakeholder relationships. The final roadmap will identify the next actions needed to maintain progress. ## Client Responsibilities [client name] will attend scheduled sessions, complete agreed actions between meetings, and identify appropriate stakeholders for confidential interviews. [company name] will provide reasonable access to relevant business context where needed. ## Confidentiality Coaching conversations and individual reflections are confidential. Stakeholder feedback will be consolidated into themes and shared without attributing comments to individual participants, unless agreed otherwise in writing. ## Terms Sessions may be rescheduled with at least [number] business days' notice. Invoices are issued at the start of the engagement and are payable within [number] days. This proposal is valid until [date]. ## Acceptance To proceed, please confirm acceptance in writing and provide the preferred start date. Coaching sessions will be scheduled following confirmation. **Accepted by:** [client name] **Title:** [role] **Date:** [date]
Executive Leadership Coaching Proposal Template: a clear proposal for senior leaders and executive coaches
This Executive Leadership Coaching Proposal template is a ready-to-use document for coaches who sell one-to-one leadership development engagements to executives, founders, and senior managers. It sets out the scope, objectives, investment, and working terms before the first coaching session.
Use this executive coaching proposal to price discovery calls, assessments, monthly coaching packages, stakeholder interviews, and leadership workshops. It helps a consultant or coach present a premium, structured engagement without leaving key deliverables or payment terms open to interpretation.
Why use this executive leadership coaching proposal template?
- Set expectations from the start. Define what coaching covers, the number and length of sessions, communication boundaries, and the client’s responsibilities.
- Protect the value of your time. Separate live coaching, preparation, assessment debriefs, stakeholder interviews, and between-session support rather than bundling unpaid work into one vague fee.
- Make the business case clearer. Link the engagement to leadership outcomes such as executive presence, team performance, delegation, conflict management, succession readiness, or a successful transition into a new role.
- Reduce scope creep. State whether the proposal includes workshops, team coaching, 360-degree feedback, travel, or urgent calls outside scheduled sessions.
- Create a more professional buying experience. A detailed coaching proposal gives HR sponsors, procurement teams, and executive clients the information they need to approve the engagement confidently.
What the template includes
- Client and coach details: Your business information, the executive client’s name, the sponsoring organization, and primary billing contact.
- Engagement context: The leadership challenge, role transition, organizational priorities, and reasons for seeking executive coaching.
- Coaching objectives: Specific outcomes such as improving strategic influence, leading through change, managing executive stakeholders, or building a high-performing leadership team.
- Scope of services: The number of one-to-one coaching sessions, session duration, format (virtual or in person), and proposed coaching period.
- Assessment and discovery work: Intake interviews, leadership assessments, 360 feedback, stakeholder interviews, and debrief sessions, where applicable.
- Deliverables and milestones: A coaching plan, development priorities, progress reviews, sponsor check-ins, and end-of-engagement summary or transition plan.
- Investment and fees: Package price, per-session rates, workshop fees, assessment costs, travel expenses, and any applicable sales tax.
- Payment schedule: Deposit requirements, monthly invoicing, payment due dates, and terms for late payment.
- Confidentiality and boundaries: How personal coaching conversations are kept confidential while sponsor updates remain focused on agreed objectives and progress.
- Rescheduling and cancellation terms: Notice required for moving sessions, treatment of missed appointments, and conditions for extending the engagement.
- Acceptance section: Proposal validity date, signature fields, and authorization to begin work.
How much to charge for executive leadership coaching
Executive coaching is commonly priced per session, per month, or per engagement. These figures are market ranges for North American clients and should be adjusted for your experience, credentials, client seniority, scope, and location.
- Individual coaching session: $350 to $1,200 for a 60- to 90-minute session. Newer executive coaches may use the lower end, while experienced coaches working with C-suite leaders often price at the upper end.
- Monthly coaching retainer: $1,200 to $3,500 per month for two sessions, preparation, and limited email support between sessions.
- Six-month executive coaching engagement: $7,500 to $25,000 for a structured program with regular sessions, progress reviews, and sponsor alignment.
- 360-degree feedback or assessment debrief: $1,200 to $3,500, depending on the assessment tool, number of stakeholders, and analysis required.
- Stakeholder interviews: $250 to $500 per interview, or include a defined number in the engagement fee.
- Leadership workshop or team session: $2,500 to $8,000 per half-day or full-day session, excluding travel and venue costs where relevant.
For a package, specify exactly what is included. A $12,000 engagement may cover six months of coaching and a midpoint sponsor review, while a broader proposal with a 360 assessment and team workshop should be priced separately.
Who this template is for
- Independent executive coaches serving directors, vice presidents, and C-suite leaders.
- Leadership development consultants working with HR, learning and development, or talent management teams.
- Coaches supporting newly promoted executives, first-time leaders, or founders scaling their organizations.
- Advisors engaged to help leaders navigate restructuring, mergers, succession planning, or high-stakes change.
- Consultants combining executive coaching with leadership assessments, stakeholder feedback, or team facilitation.
Frequently asked questions
Should I charge by the session or sell a coaching package?
A package is usually easier to position for executive leadership coaching because meaningful behavioral change takes time. It also allows you to include preparation, progress reviews, and limited between-session support without tracking every minute. Use a per-session rate for short engagements or an initial coaching assessment.
Should the executive’s manager or HR sponsor receive coaching updates?
Yes, but define the boundaries in the proposal. Coaching conversations should remain confidential, while sponsor check-ins can cover agreed goals, attendance, progress themes, and organizational support needed. Never promise detailed disclosure of personal session content.
How should I price leadership assessments and 360 feedback?
List them as separate line items or clearly state that they are included in the package. Include the assessment license, your interpretation time, stakeholder interviews, written feedback materials, and debrief session. This prevents a tool cost or extensive analysis from being absorbed into your coaching fee.
What happens if the client cancels or needs to reschedule sessions?
Include a clear notice period, such as 24 or 48 business hours, and explain whether late cancellations are charged in full. Also state whether unused sessions can be carried forward and the final date by which they must be used. Clear terms protect your calendar and avoid awkward discussions after the proposal is accepted.