Life Coach Estimate Template (Free)

Life coaches usually send a proposal or quote after a discovery call, when the client wants to know what a program will cost and what it includes. Clients compare the total cost, number of sessions, length of the program, and how much support they get between sessions. Corporate or group clients often ask for a written quote for their budget approval.

AI Voice CommandsPDF ExportReal-time PreviewConvert to InvoicePrivacy First

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.

Estimate Editor

Fill in details

Create an invoice for payment collection

Your Information

Upload logo

Bill To
Invoice Details
Line Items
Item 1
Amount: $0.00
Tax & Discount
Additional Information
Payment Collection
Loading payment settings...

PDF will be generated with filename:
Invoice_1001_Client_2026-10-14.pdf

Estimate Preview

Style:
Live Preview

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 Life Coach quote

  • Number, length, and format of sessions

    Clients should know whether they are getting eight 50-minute video calls or twelve 30-minute phone calls. This is the main thing they are buying.

  • Program start date, end date, and session expiry

    Sets the time frame in which sessions must be used and prevents open-ended claims on your calendar.

  • Coaching goals or focus areas

    Naming the client's goals, such as a career change or building a routine, keeps the engagement on track and gives you something to refer back to.

  • What is included between sessions

    Specify whether messaging, worksheets, or session recaps are included and what response time to expect, so support does not grow beyond what is priced.

  • Cancellation, rescheduling, and refund terms

    Putting these in the quote means the client agrees before paying, which reduces disputes later.

  • Fees, payment schedule, and accepted payment methods

    Shows the total price, any installment plan, and due dates so the client knows what to expect.

  • What coaching is not

    A short statement that coaching is not therapy, medical advice, or a guarantee of results sets honest expectations and protects both sides.

Life Coach rates to quote from

ServicePricedTypical range
Single one-on-one session (50-60 min)per session$75-250
Discovery or intake callper call$0-75
3-month coaching package (6-12 sessions)per package$900-3,000
6-month coaching packageper package$1,800-6,000
Group coaching programper participant$200-1,000
Half-day or full-day workshopflat fee$500-3,500
Between-session email or messaging supportper month$100-400
Assessments or intake questionnairesper assessment$30-150

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

Pricing your quotes

Offer two or three package tiers

Present a shorter, standard, and extended option, such as three months, six months, and a six-month plan with added support. Clients tend to choose a middle option, and it frames the value of longer engagements.

Price by the program, not by the hour

Quoting a program fee focuses the conversation on the outcome instead of an hourly rate. Show the per-session equivalent only if the client asks.

Give a pay-in-full discount

A modest discount of 5 to 10 percent for paying upfront can improve cash flow while still giving installment plans as a choice.

Set an expiry date on the quote

A 7 to 14 day validity period encourages a decision and keeps you from holding calendar space indefinitely.

Life Coach estimate FAQ

Is a quote different from a coaching agreement?

Yes. A quote states the price and scope for the client to review. A coaching agreement covers the terms of the relationship, such as confidentiality, cancellation, and refunds. Many coaches combine them or send the agreement once the quote is accepted.

How do I quote a corporate workshop or group program?

Estimate preparation time, delivery time, materials, and any travel. Quote a flat fee for the event, or a per-participant price for a group program, and state the minimum number of participants.

Should I charge for a custom proposal?

For individual clients, no. For larger corporate engagements that need extensive customization or research, some coaches charge a design fee that is credited to the project if it goes ahead.

Can I change the price after the client accepts?

Not for the agreed scope. If the client asks for more sessions or added services, send a revised quote or an add-on price before doing the extra work.

Job done and ready to bill?

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

Life Coach invoice template

Related estimate templates