Executive Coach Estimate Template (Free)

Executive coaches send a proposal or statement of work before a first session, usually after a chemistry call and a conversation with the sponsor. Clients often compare coaches on credentials, approach, number of sessions, and total cost, so the quote needs to be clear about what the engagement includes.

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When to use estimates: Use estimates to provide project quotes and get client approval before starting work. Once approved, convert your estimate to an invoice with one click to collect payment.

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INVOICE

#1001
$0.00
Due:

From

Your Business Name

Bill To

Client Name
Invoice Date
Due Date
Description
Qty
Rate
Amount
Description
1
$0.00
$0.00
Subtotal:$0.00
Total:$0.00

Terms & Conditions

Payment is due within 30 days of invoice date.

What to include in your Executive Coach quote

  • Engagement length and session count

    State the number of months, sessions per month, and session length so the client knows exactly what the fee covers.

  • Goals and success measures

    Agree on two to four development goals with the coachee and sponsor. This reduces disputes about whether the engagement worked.

  • Assessments and stakeholder interviews

    360 feedback, interviews, and style assessments take significant time. List which are included and whether they are charged separately.

  • Between-session support

    Clarify whether email, text, or short calls are included, and the expected response time.

  • Sponsor check-ins and reporting

    State how many progress meetings with the manager or HR are included and what you will and will not share, given confidentiality.

  • Cancellation and rescheduling policy

    Define notice periods and what happens to missed sessions before the first one is missed.

  • Travel and expenses

    Say whether sessions are virtual or in person, and how travel is billed, so the client can budget beyond fees.

Executive Coach rates to quote from

ServicePricedTypical range
Individual coaching session (60 min), corporate clientper session$250-600
Individual coaching session (60 min), self-paying clientper session$150-400
Monthly coaching retainer (2-4 sessions plus email or text support between sessions)per month$800-3,500
6-month leadership coaching engagementflat fee$6,000-20,000
360 feedback assessment with interviews and debrief reportper leader$1,000-3,500
Personality or style assessment and debrief (e.g. DiSC, Hogan, MBTI)per assessment$150-700
Team offsite or leadership workshop facilitationper day$3,000-8,000
Sponsor or stakeholder alignment meetingper hour$200-450

Typical US ranges. Rates vary by region, experience, and job size.

Pricing your quotes

Quote a package, not an hourly rate

A total engagement fee with a monthly payment schedule keeps the conversation on outcomes. Hourly rates invite clients to count minutes and cut sessions.

Offer two options

Present a standard package and a fuller one that adds a 360 assessment and sponsor reviews. Clients often choose the middle option when given a choice.

Price corporate work above individual work

Employer-funded engagements involve more stakeholders, reporting, and administrative work. Charge higher rates for them rather than discounting to match self-pay clients.

Set a quote expiration

Add a date, often 30 days, after which the price and your availability may change. Coaches have limited client capacity, and open-ended quotes hold a spot you could fill.

Executive Coach estimate FAQ

Should I offer a free first session?

A short chemistry call of 20 to 30 minutes is standard, and many coaches do not charge for it. Offering a full free session is less common for executive work, and it is reasonable to begin paid work after the fit is confirmed.

Do I need a signed agreement along with the quote?

Yes. Most corporate clients expect a contract or statement of work, and it is wise for individuals too. It should cover fees, confidentiality, cancellations, and termination terms.

How do I quote when the company wants to pay but also wants progress reports?

Describe the reporting in the quote, such as a mid-point and final check-in with the sponsor, and charge for the time. Agree up front that you share themes and progress, not session content.

What if the scope grows during the engagement?

Add changes in writing. If the client wants more sessions, a team workshop, or additional assessments, send an updated quote or addendum with the added fee before doing the work.

Job done and ready to bill?

Use the Executive Coach invoice template to bill the client, or convert this estimate once it's approved.

Executive Coach invoice template

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