Your Company
October 17, 2026
Your Company
Your Client
123 Street Name, Ste 987
Sampletown, XY 50001
Thank you for the conversation about leadership development at Your Client. This proposal sets out the goals we discussed, how the engagement works, what stays confidential, and three options to choose from.
[Describe the leader and the goals, for example: coaching for Jordan Lee, newly promoted to VP of Operations, to build a leadership team that runs without daily escalations, and to communicate with more presence at the executive table.]
By the end of the engagement, the leader will have:
1. Intake and 360. A deep-dive conversation with the leader, then confidential interviews with up to eight colleagues: their manager, peers, and direct reports. I summarize the themes in a report only the leader sees, and we use it to set goals together.
2. Alignment with the sponsor. The leader, their manager, and I meet to agree on the goals and how progress will show up at work.
3. Coaching sessions. 60-minute sessions every two weeks, by video or in person, with short email check-ins between them.
4. Midpoint check-in. The leader, sponsor, and I review progress against the goals and adjust the focus if needed.
5. Closing review. A final three-way meeting to review progress and agree on how the leader will keep growing.
What the leader says in sessions stays between the leader and me. The sponsor hears about attendance and progress toward the agreed goals, in meetings the leader attends. The only exception is a risk of serious harm, or a disclosure the law requires.
Each option includes the 360 intake, sessions every two weeks, and sponsor meetings. Fees are fixed for the engagement.
A focused engagement for a specific goal or transition
| Description | Units | Unit Price | Total Price | |
|---|---|---|---|---|
|
Intake, stakeholder interviews, and 360 summary |
1 | $3,500.00 | $3,500.00 | |
|
Coaching sessions (60 minutes, every two weeks) |
6 | $600.00 | $3,600.00 | |
|
Sponsor alignment meetings (start and close) |
1 | $500.00 | $500.00 | |
|
Between-session support (months) |
3 | $150.00 | $450.00 | |
| Total | USD $8,050.00 | |||
Time for new habits to take hold and show at work
| Description | Units | Unit Price | Total Price | |
|---|---|---|---|---|
|
Intake, stakeholder interviews, and 360 summary |
1 | $3,500.00 | $3,500.00 | |
|
Coaching sessions (60 minutes, every two weeks) |
12 | $600.00 | $7,200.00 | |
|
Sponsor alignment meetings (start, midpoint, and close) |
1 | $750.00 | $750.00 | |
|
Between-session support (months) |
6 | $150.00 | $900.00 | |
| Total | USD $12,350.00 | |||
Six months of coaching plus a session with the leader's team
| Description | Units | Unit Price | Total Price | |
|---|---|---|---|---|
|
Intake, stakeholder interviews, and 360 summary |
1 | $3,500.00 | $3,500.00 | |
|
Coaching sessions (60 minutes, every two weeks) |
12 | $600.00 | $7,200.00 | |
|
Sponsor alignment meetings (start, midpoint, and close) |
1 | $750.00 | $750.00 | |
|
Between-session support (months) |
6 | $150.00 | $900.00 | |
|
Half-day team session with direct reports |
1 | $3,500.00 | $3,500.00 | |
| Total | USD $15,850.00 | |||
I can start the intake within two weeks of your signed approval. The 360 takes about three weeks, and coaching sessions begin as soon as goals are agreed.
Payment. 50% of the selected option is due on signing, and 50% at the midpoint check-in. Invoices are due within 15 days.
Rescheduling. Sessions can be moved with at least 24 hours' notice. Sessions cancelled later, or missed, count as held.
Unused sessions. Sessions should be used within the engagement. Any not used expire 30 days after it ends.
Ending early. Either party may end the engagement with 14 days' written notice. Fees for sessions not yet held are refunded, or not invoiced.
What coaching isn't. Coaching isn't therapy, counseling, or legal or financial advice. If another kind of support would serve the leader better, I'll say so.
Choose an option and sign below to accept this proposal. I'll be in touch within one business day to schedule the intake.