Consulting & Coaching proposal templates

Advisory work is sold in three shapes and most people only quote one of them.

A single session for someone testing whether the conversation is worth having, a fixed engagement with a document at the end, and an ongoing arrangement for a client who needs access rather than a deliverable. Putting all three on one page lets a client self-select, and the one who was going to ask for a free chat books the paid session instead. These are paid before the work starts, which is standard for the trade.

20 templates below, each shown in full with its packages and its deposit, from A$150 to A$6,000. Every figure is a starting point you edit before you send it.

Use any of these free

The shelf

Every consulting & coaching template

The scope is the wording the template arrives with. The packages are what your client chooses between.

Brand Strategy Consulting

paid in full on approval
Strategic brand consulting to define positioning, audience, and growth strategy.
Brand Audit
A$500 · 3-5 days
Brand perception audit, Competitor analysis, SWOT assessment and 2 more
Brand Strategy
A$2,000 · 3-4 weeks
Deep-dive audit, Customer personas, Brand positioning and 4 more
See it as your client does

Business Strategy Consulting

paid in full on approval
Strategic consulting to align business goals with actionable plans and measurable outcomes.
Single Session
A$300 · 1 session
90-minute session, Pre-session questionnaire, Action items summary and 1 more
Strategy Package
A$1,500 · 2-3 weeks
3x 90-minute sessions, Market analysis, Competitive review and 3 more
Ongoing Advisory
A$3,000 · Monthly
4x 60-minute sessions, Unlimited email support, Monthly strategy review and 3 more
See it as your client does

Career Coaching

paid in full on approval
Career transition coaching including resume review, interview prep, and job search strategy.
Resume Review
A$200 · 3-5 days
Resume review, Written feedback, ATS optimization tips and 2 more
Job Search Package
A$800 · 4-6 weeks
Resume rewrite, LinkedIn optimization, 3x coaching sessions and 3 more
Career Pivot
A$2,000 · 3 months
Career assessment, Skills gap analysis, Resume & LinkedIn and 4 more
See it as your client does
Help designing, structuring, and launching an online course.
Course Blueprint
A$500 · 3-5 days
Course outline, Module structure, Learning objectives and 3 more
Full Course Build
A$2,000 · 3-4 weeks
Course curriculum design, Slide templates, Workbook design and 4 more
See it as your client does

Diversity & Inclusion Consulting

paid in full on approval
D&I assessment, strategy development, and training for organizations.
Assessment
A$1,000 · 2 weeks
Organization assessment, Employee survey, Policy review and 2 more
Strategy & Training
A$3,000 · 4-6 weeks
Comprehensive assessment, D&I strategy document, Policy recommendations and 3 more
See it as your client does

Executive Coaching

paid in full on approval
One-on-one executive coaching for leadership development and career growth.
Discovery
A$500 · 2 weeks
Leadership assessment, 2x 60-minute sessions, Goal setting framework and 2 more
Transformation
A$2,000 · 3 months
Full assessment suite, 6x 60-minute sessions, 360 feedback review and 3 more
Elite
A$5,000 · 6 months
Comprehensive assessment, 12x 60-minute sessions, 360 feedback and 4 more
See it as your client does

Financial Consulting

paid in full on approval
Financial analysis, bookkeeping setup, and cash flow management for small businesses.
Financial Review
A$500 · 3-5 days
Financial health check, Cash flow analysis, Expense review and 2 more
Monthly Bookkeeping
A$800 · Monthly
Monthly bookkeeping, Bank reconciliation, Financial statements and 3 more
CFO Advisory
A$2,500 · Monthly
Full bookkeeping, Financial modeling, Budget forecasting and 4 more
See it as your client does

Health & Fitness Coaching

paid in full on approval
Personalized fitness coaching with workout plans, nutrition guidance, and accountability.
Starter Plan
A$150 · 4 weeks
Fitness assessment, 4-week workout plan, Nutrition guidelines and 2 more
Full Coaching
A$400 · 12 weeks
Comprehensive assessment, 12-week progressive plan, Meal plan templates and 4 more
Premium 1:1
A$800 · 12 weeks
Full assessment suite, Custom training program, Personalized meal plans and 5 more
See it as your client does

HR & People Consulting

paid in full on approval
HR consulting for hiring, culture building, and people operations.
HR Audit
A$500 · 3-5 days
Policy review, Compliance check, Risk assessment and 2 more
HR Setup
A$2,000 · 3-4 weeks
Employee handbook, Hiring process design, Onboarding system and 3 more
Ongoing HR Partner
A$3,000 · Monthly
All HR setup items, Monthly advisory calls, Hiring support and 3 more
See it as your client does

Legal Consulting (Non-Attorney)

paid in full on approval
Business legal consulting covering contracts, compliance, and risk management (non-attorney advisory).
Contract Review
A$300 · 2-3 days
Contract review, Risk identification, Plain language summary and 2 more
Business Package
A$1,000 · 2 weeks
3 contract reviews, Terms & conditions draft, Privacy policy review and 3 more
See it as your client does

Life Coaching

paid in full on approval
Personal development coaching for clarity, goal achievement, and life balance.
Discovery Session
A$150 · 1 session
90-minute session, Values assessment, Goal clarity exercise and 2 more
Momentum
A$600 · 2 months
4x 60-minute sessions, Bi-weekly schedule, Goal tracking and 3 more
Transformation
A$1,500 · 3 months
12x 60-minute sessions, Weekly sessions, Personality assessment and 4 more
See it as your client does

Marketing Consulting

paid in full on approval
Strategic marketing consulting to optimize your marketing spend and customer acquisition.
Audit & Review
A$500 · 3-5 days
Channel audit, Performance analysis, Quick wins list and 2 more
Strategy Engagement
A$2,000 · 4-6 weeks
Deep-dive audit, Customer research, Channel strategy and 4 more
See it as your client does

Mindset & Performance Coaching

paid in full on approval
Mental performance coaching for entrepreneurs, athletes, or high-performers.
Breakthrough Session
A$200 · 1 session
90-minute session, Mindset assessment, Limiting beliefs work and 2 more
Peak Performance
A$1,200 · 8 weeks
8 weekly sessions, Mindset assessment, Daily practices and 4 more
See it as your client does

Operations Consulting

paid in full on approval
Optimize business operations, processes, and workflows for efficiency and scale.
Process Audit
A$800 · 1 week
Process mapping, Bottleneck identification, Efficiency analysis and 2 more
Full Optimization
A$3,000 · 4-6 weeks
Complete process audit, Workflow redesign, Tool implementation and 4 more
See it as your client does

Productivity Coaching

paid in full on approval
Personal productivity coaching to optimize time management, systems, and focus.
System Setup
A$200 · 3-5 days
Productivity audit, Tool setup, Task system design and 2 more
Full Program
A$800 · 6 weeks
Comprehensive audit, 6 weekly sessions, Custom system build and 4 more
See it as your client does

Public Speaking Coaching

paid in full on approval
Coaching to improve presentation skills, stage presence, and audience engagement.
Speech Review
A$200 · 2-3 days
Speech/deck review, Written feedback, Structure suggestions and 2 more
Presentation Prep
A$800 · 2-3 weeks
3x coaching sessions, Speech structuring, Delivery practice and 3 more
Speaker Development
A$2,500 · 2-3 months
8x sessions, Speech writing support, Video analysis and 4 more
See it as your client does

Relationship & Dating Coaching

paid in full on approval
Personal coaching for dating confidence, relationship skills, and communication.
Single Session
A$150 · 1 session
90-minute session, Personalized feedback, Profile review (if dating) and 2 more
Coaching Package
A$600 · 4-6 weeks
4x 60-minute sessions, Profile optimization, Confidence building and 3 more
See it as your client does

Sales Coaching

paid in full on approval
Sales coaching and training to improve conversion rates and close more deals.
Sales Audit
A$500 · 3-5 days
Sales process review, Pipeline analysis, Script review and 2 more
Coaching Program
A$2,000 · 8 weeks
Sales process design, Script development, 8 weekly coaching calls and 4 more
See it as your client does

Startup Advisory

paid in full on approval
Strategic advisory for early-stage startups covering product, market, fundraising, and growth.
Validation Session
A$300 · 1 session
90-minute session, Market opportunity review, Business model feedback and 2 more
Launch Advisory
A$1,500 · 4-6 weeks
4x 90-minute sessions, Business model canvas, Go-to-market strategy and 3 more
Ongoing Advisory
A$3,000 · Monthly
Weekly 60-minute calls, Fundraising support, Board prep and 4 more
See it as your client does

Workshop Facilitation

50% on approval
Design and facilitate interactive workshops for teams, offsites, or training events.
Half-Day Workshop
A$1,500 · 3-4 hours
Pre-workshop survey, Custom curriculum, Interactive exercises and 2 more
Full-Day Workshop
A$3,000 · Full day
Discovery interview, Full-day facilitation, Custom activities and 3 more
Workshop Series
A$6,000 · 3-6 weeks
3 half-day workshops, Progressive curriculum, Team assessments and 4 more
See it as your client does

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