Executive Coaching Proposal Template
Our Executive Coaching Proposal Template secures clients and showcases your coaching expertise, tailored strategies, and exceptional service.
About this template
Secure clients and elevate your consulting practice with our Executive Coaching Proposal Template. Designed for clarity and impact, this template enables your team to showcase coaching expertise, tailored strategies, and exceptional service.
Demonstrate the benefits of your executive coaching services, including enhanced leadership skills, improved decision-making, and increased organizational performance, ultimately winning clients and driving business success.
What's included?
- Introduction
- Understanding leadership goals
- Coaching strategy
- Service and support framework
- Performance metrics
- Investment
- Timeline
- Next steps
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.
Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.
Templates for every use case
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Frequently asked questions
An executive coaching proposal is a formal document that outlines the coaching services a coach will provide to an executive or a company. It includes details such as the objectives of the coaching, the methods to be used, the duration of the coaching, and the cost.
An executive coaching proposal is important because it sets the expectations for the coaching relationship. It provides a clear understanding of what the coaching will entail, how it will be conducted, and what outcomes can be expected.
An executive coaching proposal should include the following: objectives of the coaching, coaching methodology, duration of the coaching, roles and responsibilities of the coach and the executive, confidentiality agreement, and cost of the coaching.