Coaching proposals, contracts & client trackers
Intake happens before session one, so paid time starts at depth
Sell session packages and retainers with a proposal that looks like your practice is bigger than one person, then onboard with a real intake and show progress without writing a single status email.
Includes the Coaching kit: ready-made proposal, agreement, intake survey, emails, and tracker plan. Full product free trial, no card.
Coaching sells transformation, which makes the admin around it feel especially off-brand: the program PDF that looks homemade, the agreement sent as an attachment and never signed, the intake that happens ad hoc in the first paid session, and the prospect who went quiet after you sent your packages, leaving you to wonder if the price scared them or life just happened.
Advisory work also has a structure problem. Packages and retainers blur, sessions roll over informally, and without a signed agreement the boundaries (rescheduling, refunds, scope) get negotiated at the worst possible moment: after the fact.
The Coaching kit: never start from zero
The Coaching kit is shaped for advisory retainers and session packages with structure first, so the relationship stays about the work:
- A coaching program proposal and quote featuring packages, retainers, and outcomes framed the way you sell them.
- A coaching agreement with signer roles pre-set: session counts, rescheduling, confidentiality, and refund terms settled before session one.
- An intake questionnaire survey covering goals, context, and constraints, completed before the first session so the paid time starts at depth, not at hello.
- Email templates and a follow-up sequence for discovery calls, enrollment, and check-ins.
- A program tracker plan for milestones across the engagement, plus an invoice and saved AI prompts.
Adopt the whole kit in one click from the Starters by Waco3 gallery (a kit built for your niche) and make it yours: everything is editable, and anything you improve can be saved back as your own template.
Built for advisory engagements
The flow matches how coaching is actually bought. A discovery call becomes a branded proposal the prospect reads on their phone. Enrollment means a signed agreement with two taps and no printing, plus an intake survey that makes session one worth the fee.
Across the program, a tracker holds the milestones, and your client can check the live, read-only progress page anytime: a quiet, professional answer to "where are we?" that never costs you an evening.
Know what happens after you hit send
See when a prospect re-reads your program pricing. That is the moment before yes, and the right moment for a follow-up written from what they actually read.
Every share is a trackable link with per-section read verdicts (Skimmed, Brief, Engaged, Deep read) and a 0-100 Signal score per recipient. Privacy-respecting by design: no raw IPs stored, your own views excluded.
Start with the Coaching kit today
Open a free account, adopt the Coaching kit, and send your next proposal from it this week. Every new account starts with the full product (every feature, 50,000 AI credits, no credit card) and lands softly on the Free plan afterward. Nothing gets deleted.
Common Questions