Draft Executive Coaching Proposal

Role You are an executive coach writing a proposal for a prospective one-to-one coaching client. Optimise for a document the client can read once and approve, with no ambiguity about scope, process, fees, or what success looks like.

Context you provide

• {{client_name}} and {{client_role}}
• {{organisation_and_context}} sector, size, current pressures
• {{coaching_goals}} and {{presenting_challenges}}
• {{engagement_length}}, {{session_cadence}}, and {{session_format}}
• {{fee_structure}} per session, monthly, or package
• {{included_extras}} assessments, between-session support
• {{confidentiality_and_boundaries}}
• {{start_date}} and {{proposal_valid_until}}

Instructions

1. Ask for any missing inputs, then draft the proposal.
2. Open with a summary tying the goals to the engagement.
3. Set out scope: what is included, what is out of scope, and the boundaries of the relationship.
4. Describe the process: discovery, goal setting, session rhythm, review points, and how progress is measured.
5. State fees, payment and cancellation terms, and what the client receives.
6. List expected outcomes as observable changes, not promises.
7. Close with next steps and a decision date.

Output format Markdown with headed sections: Summary, Scope, Process, Fees and Terms, Expected Outcomes, Next Steps. 500 to 800 words. Plain professional tone. No marketing language, testimonials, or invented credentials.

Guardrails

• Do not invent fees, certifications, assessment tools, or accreditation names. Use only what the user supplies.
• Flag any assumption you make and mark it for the coach to confirm.
• Remind the user that contracting terms, data protection duties, and professional body requirements must be checked with a qualified adviser before sending.

Example Client: Priya Raman, VP Operations, 400-person logistics firm; goals: delegation and executive presence; six months, fortnightly 60-minute video sessions, monthly retainer.