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Executive Coaching Quote Template

Session block, cadence, named coach and the confidentiality boundary. Free PDF, no sign-up.

Coaching is bought by a company for a person, which makes the quote an unusual document: the buyer is not the client. That is why a coaching quote has to say two things most professional-services quotes do not — what the sponsor will and will not be told, and how the engagement is judged to have worked. The commercial part is simple by comparison: a named coach, a block of sessions, a cadence, a price that holds while that coach's calendar does.

Issued by

Wintergreen Coaching Practice

44 Montgomery Street

94105 San Francisco, CA

United States

practice@wintergreencoaching.example

Bill to

Lumen Robotics, People Team

1500 Bryant Street

94103 San Francisco, CA

United States

people@lumenrobotics.example

Quoted price

$9,650.00

Valid for 30 more days · Sep 5, 2026

Fixed price, valid until September 5, 2026.

Confidentiality

The sponsor receives attendance and progress against the goals agreed in the three-way session. Nothing said inside a coaching session is reported, summarised or paraphrased to the company.

Description	Qty	Rate	Tax	Amount
Coaching sessions — 90 minutes Twelve sessions, fortnightly, with the named coach	12	$650.00	—	$7,800.00
Three-way goal setting and review Two sessions with the coachee and their sponsor, at start and close	2	$480.00	—	$960.00
Leadership assessment and debrief Instrument administered, two-hour debrief with the coachee	1	$890.00	—	$890.00

Subtotal	$9,650.00
Total	$9,650.00

Terms

Valid 30 days. Billed half at the start and half at session six. The block is held for six months; sessions unused at the end of the window expire.

Quote #QUO-1477 · Wintergreen Coaching Practice · Page 1 of 1

What this quote commits you to

How long it stands: 30 days, and it holds a named coach's calendar for the engagement window stated below.
What it does not cover: Further instruments beyond the one above, travel to on-site sessions, team facilitation days, and coaching for anyone but the named coachee.
What would change the price: Sessions beyond the block, and any request for stakeholder interviews or a 360 review that is not listed above.
How the client accepts it: Accept by signing the coaching agreement, which also carries the confidentiality boundary the sessions run under.

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What to put on an executive coaching quote

The number of sessions, their length and the cadence they run at
The coach by name, since the engagement is with a person rather than a firm
Chemistry session — included, and whether it is chargeable if the match fails
The three-way conversation with the sponsor: how many, and at what points
What the sponsor receives, and what stays between coach and coachee
Assessment instruments used, and who pays their licence fee
How the engagement's goals are agreed and reviewed at the end

Questions

What does the sponsor get to know?

Whatever the quote says, and nothing else. Themes and progress against agreed goals can be shared; session content cannot. Writing that boundary into the commercial document is what makes the coachee able to use the sessions at all.

Should a chemistry session be free?

Usually yes, and say so. It costs an hour and it protects a six-month engagement from being spent on a mismatch — but an unlimited series of chemistry meetings across three coaches is a different thing, so bound it.

Are unused sessions refunded?

State it plainly. Most coaches hold the block for the engagement window and expire what is unused, because the calendar was reserved either way — clients accept that readily when it is a term rather than a surprise.

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