Prepared for:
[Client.FirstName][Client.LastName]
[Client.Company]
Created by:
[Sender.FirstName][Sender.LastName]
[Sender.Company]
Business Coaching Template
[Document.CreatedDate]
Dear [Client.FirstName] ,
[Sender.Company] is pleased to provide you with the attached business coaching proposal for the [Client.Company].
We understand that scaling a business and developing key staff members to run it is a neverending challenge and we are here to provide you with the guidance you require.
In addition to, we will also provide you with (enter service), as well as (enter service) to make sure every part of your business is taken care of.
With our coaching, you will be able to overcome personal and situational barriers as well as practice new leadership skills that will help you take your business to the next level.
Thank you for the opportunity to provide you with this business proposal. We very much look forward to the opportunity to work with you and help you scale your business to new heights.
Sincerely,
[Sender.FirstName][Sender.LastName]
[Sender.Company]
About [Sender.Company]
[Sender.Company] is a business coaching solution that has been in business for (insert time).
We make it our mission to help businesses excel by using our own knowledge as well as allowing companies to see the bigger picture in order to map out clear, achievable goals. We have helped hundreds of businesses grow from small startups to big companies and we are extremely proud of the work we did together as a team.
Communication with yourself, the client, and building a good relationship are two essential factors that make our business as well as your business work.
All you need to do is provide us with details of your company and describe some challenges you are currently facing. [Sender.Company] takes every detail into the account to make sure it can provide you with a superb coaching service that will help you scale up your business.
After the initial assessment call, our team will prepare a clear plan and an overview of your business. This includes (list services). Each plan will be aligned with your company’s goals, which is why we ask all our clients to be extremely specific when filling out the initial form. The more you tell us, the more prepared we can be with our ideas and strategies.
We will then present a projected profit and loss forecast that will help you see whether your business is profitable. If it is, we will work together to make sure your goals will be reached within a specific timeframe. If not, our expert team will guide you to a strategy that will ensure profitability.
No challenge is too hard. All we ask of our clients is to be as detailed as possible. We’re here to turn your business dreams into reality.
Sincerely,
[Sender.FirstName][Sender.LastName]
[Sender.Company]
Information & details
Please provide some general information about your business and your challenges in this quick-printable proposal letter:
Business name | |
Business start date | |
How many people are there in the company | |
Basic company structure ex. job titles and who reports to whom | |
Biggest challenges the company’s facing | |
Where do you see your company in 1 years’ time? | |
Where do you see your company in 2 years’ time? | |
Where do you see your company in 3 years’ time? | |
Additional notes | |
Coaching fees
Name | Price | QTY | Subtotal |
|---|---|---|---|
Item 1 Description of first item | $35.00 | 5 | $175.00 |
Item 2 Description of second item | $55.00 | 1 | $55.00 |
Item 3 Description of third item | $200.00 | 1 | $200.00 |
Subtotal | $230.00 |
Discount | -$115.00 |
Tax | $23.00 |
Total | $138.00 |
Projected business costs
Name | Price | QTY | Subtotal |
|---|---|---|---|
Item 1 Description of first item | $35.00 | 5 | $175.00 |
Item 2 Description of second item | $55.00 | 1 | $55.00 |
Item 3 Description of third item | $200.00 | 1 | $200.00 |
Subtotal | $230.00 |
Discount | -$115.00 |
Tax | $23.00 |
Total | $138.00 |
SWOT analysis report
In order to provide you with a clear image of your business, we will provide a SWOT analysis. A SWOT analysis stands for Strengths, Weaknesses, Opportunities, and Threats.
These are presented in a 2×2 grid matrix. Every part of the analysis is clearly examined and delivered in a readable and understandable format.
By conducting a SWOT analysis, we will be able to understand the full potential of your business as well as identify any challenges your company needs to address immediately or may face in the future. A SWOT analysis also serves as a foundation for the rest of your report, which includes an operational and a marketing plan.
Operational plan
Our operational plan includes a detailed list of your company's objectives, goals, all operations, and procedures, as well as the timeline.
You will be able to strategically think about your deadlines as well as tactics that will help you reach your goals and ensure your company is able to grow according to your plan.
An operational plan is typically presented in a calendar format and through Excel sheets. Each goal will be addressed. It will follow a specific strategy that is created following the SMART goals tool.
Goals created will be:
Specific
Measurable
Achievable
Relevant
Time-based
Should you have any questions or wish us to include anything specific in the operational plan, please don't hesitate to bring it to our attention.
Marketing plan
A marketing plan will follow the same structure as an operational plan, but will include marketing-focused activities and goals. Because marketing is a wide topic, we will also propose roles your company will have to fill in order to maximize your goals.
Each plan will also include estimated costs your company will need to spend in order to meet the marketing objectives. This will help with your overall performance tracking as well as goal setting and measuring results.
Our marketing plan starts with the 7 Ps of marketing: Product, Price, Promotion, Place, People, Process, and Physical Evidence. Each section will be thoroughly analyzed in order to give you a clear overview of the potential of your business.
In order to kickstart your marketing plan, please provide us with the following:
Your business mission and vision:
We will then develop your objectives and key results (OKRs), key performance indicators (KPIs), identify your buyer personas, define a clear plan with an achievable timeline as well as identify your competition.
Our marketing plan can also cover Social Media Marketing, Content Marketing, Paid Media Marketing, SEO Marketing, and much more.
Should you have any questions or wish us to include anything specific in the marketing plan, please don't hesitate to bring it to our attention.
Projected profit and loss forecast
After we address all necessary tools and overall company structure you will need to take in order to meet your goals, we will present a projected profit and loss forecast. All companies require to take the projected profit and loss statement for their accounts.
This will determine whether your business is profitable – we will then further advise what you can do in order to start making money faster.
What our clients can expect from us
Our clients can expect our continuous support for (insert timeframe) months after the completion of the program.
Other services we can offer include:
(service)
(service)
(service)
(service)
(service)
We are looking forward to working with you and bringing your business to life. Should you have any further questions, please don't hesitate to get in touch. Let's take your business dreams to the next level.
[Sender.Company]
MM / DD / YYYY
Signature
[Client.Company]
MM / DD / YYYY
Signature
[Sender.FirstName][Sender.LastName]
[Client.FirstName][Client.LastName]
