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Proposals and Contracts

Chief drafts it. You read it. They sign it.

A coaching client gets a program outline. A consulting client gets a scope of work. Both are written in your voice from what the client already told you, sent as a branded PDF, and signed from a link in their email.

Start free, no card See a proposal
In your voiceProgram outlines and scopes of work
Agreements ready to fillCoaching, consulting, retainer, NDA
Signed onlineA signing link by email
Reyes Coaching Search clients, invoices, documents Ask Chief
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Proposals and contractsIssuedOut for signatureOn fileTemplates
Waiting for you2drafts to read
Out for signature2sent this week
Signed3this month
Proposals sent5this month
Documents
Proposal for Henderson Co.Scope of work · drafted by ChiefRead me
Coaching AgreementMarcus Hale · sent Oct 23Awaiting signature
Retainer AgreementOkafor family businessNeeds a fee
Coaching AgreementPriya Shah · signed todaySigned
Proposal for Priya ShahProgram outline · sent Oct 20Sent
Consulting AgreementHenderson Co. · signed Oct 22Signed
Mutual Nondisclosure AgreementHenderson Co. · signed Oct 9Signed
Engagement LetterOkafor family business · sent Oct 21Awaiting signature
Closing LetterA past client · sent Sep 12Sent
RCReyes CoachingDana Reyesdana@reyescoaching.com
(216) 555-0142
reyescoaching.com
Proposal for Henderson Co. Prepared for Henderson Co.

Thank you for walking me through the pricing questions your team has been carrying since spring. Here is how I would help you answer them.

Scope of work

A review of pricing across your three service lines, ending in a written recommendation and a plan your team can roll out in January.

Deliverables
  • Findings from the pricing review, week 2
  • Written recommendation, week 4
  • Rollout plan and a working session with your team, week 6
Timeline

Six weeks, starting the week of November 3, with a short check-in call every Friday.

Terms

$5,000 flat, half on signing and half on delivery of the recommendation.

Next steps

Reply to this proposal and I'll send the consulting agreement to sign.

Approve and send Download PDF Send to sign
InboxOct 20
Proposal for Priya Shah — Reyes Coaching
RCDana ReyesReyes Coaching · to Priya Shah
Hi Priya,
When we talked last week, you said you want to lead your team without working every Sunday night. Here's how I'd suggest we get there.
Your program 12 weeks of leadership coaching A 60-minute session every week Email support between sessions $2,400, or three payments of $850
If this feels right, reply and I'll send the agreement for you to sign.
Dana
Reply

Proposals

Written the way you'd write it.

Chief reads what the client wrote on your intake form and everything that has happened since, then drafts the proposal in your voice. Coaching clients get a program: sessions, package terms and what they're working toward. Consulting clients get a scope: deliverables, milestones, timeline and terms.

  • For one client by name, or for every lead who looks ready
  • About outcomes, without promising results
  • Your logo, colours and contact details on the PDF
  • Nothing goes out until you read it and say send
A coaching client
RCReyes CoachingDana Reyes
Proposal for Priya Shah Prepared for Priya Shah Your program

Twelve weeks of leadership coaching, built around the team you lead now.

How we'll work
  • A 60-minute session every week, by video
  • Email support between sessions
  • A midpoint review in week 6
What you're working toward

Running your weekly meeting with confidence, and getting your Sunday evenings back.

Investment

$2,400, or three monthly payments of $850.

Reyes Coaching · Dana ReyesPage 1 of 2
A consulting client
RCReyes CoachingDana Reyes
Proposal for Henderson Co. Prepared for Henderson Co. Scope of work

A review of pricing across your three service lines, ending in a written recommendation.

Deliverables and milestones
  • Findings from the review, week 2
  • Written recommendation, week 4
  • Rollout plan with your team, week 6
Terms

$5,000 flat, half on signing and half on delivery.

Next steps

Reply, and I'll send the consulting agreement to sign.

Reyes Coaching · Dana ReyesPage 1 of 2
New documentPick an agreement SAMPLE
Suggested for you Coaching AgreementCoaches Consulting AgreementConsultants The library Retainer Agreement Engagement Letter Service Agreement Mutual Nondisclosure Agreement Independent Contractor Agreement Closing Letter Yours Group Program Agreement
Coaching AgreementSessions, Cancellations & Boundaries
For

MHMarcus Hale

The program

12-week leadership coaching: weekly 60-minute sessions plus email support between sessions

Investment and payment

$2,400, payable in full, or 3 monthly payments of $850

Cancellation notice for a sessionYour standard

24 hours

GenerateIt waits in Approvals until you send it.

Agreements

The paperwork, already filled in.

Pick an agreement and a client, and the names, your business and your terms are filled in for you. The clauses that carry the weight are fixed text that never changes; only the opening paragraph is written in your voice. After the first one, your fee, your state and your cancellation window are remembered.

  • Coaching, consulting, retainer, engagement letter, NDA and more
  • Missing a fee or a scope? Chief asks. It never makes one up.
  • Describe a new agreement and get your own reusable template
  • Add, cut or reword a clause in your own templates

Each agreement carries a short note that it isn't legal advice, and suggests an attorney's eye for the big ones.

Signatures

Signed from a link in their email.

Send any proposal or agreement for signature from Solutionist. Your client gets an email with a signing link and signs on whatever screen they have. The moment they do, you both get the signed copy, and it shows as signed in your documents.

  • Awaiting, signed, declined or expired, in one list
  • The signed copy sent to both of you by email
  • Signed on a Sunday? You know on Sunday.
  • Signing handled by DocuSeal, with its own record of who signed and when
Out for signature2 awaiting · 3 signed this month
Coaching AgreementMarcus Hale · sent todayAwaiting signature
Engagement LetterOkafor family business · sent Oct 21Awaiting signature
Coaching AgreementPriya Shah · signed today, 7:42 amSigned
Consulting AgreementHenderson Co. · signed Oct 22Signed
Mutual Nondisclosure AgreementHenderson Co. · signed Oct 9Signed
Service AgreementA past client · sent Aug 4Expired
RCMail · now Priya Shah signed Coaching Agreement The executed copy is attached, and the document now shows as signed in your Documents. Coaching Agreement.pdf

Before it sends

Checked again on the way out.

Drafts wait in Approvals until you say send, and Chief tells you which terms it used, so nothing is vague. Every document is checked again as it leaves: when you send it, make the PDF, or send it to sign. If an edit dropped the signature block or skipped a clause, you hear about it before your client does.

  • Two clients named Marcus? Chief asks which one.
  • A missing fee is a question, never a guess
  • You can still send a flagged document, and that choice is kept on record
RCReyes CoachingDana Reyesdana@reyescoaching.com
reyescoaching.com
Coaching Agreement Sessions, Cancellations & Boundaries · prepared for Marcus Hale 1. The program

12-week leadership coaching: weekly 60-minute sessions plus email support between sessions.

2. Investment

$2,400, payable in full, or 3 monthly payments of $850.

3. Scheduling and cancellations

A session may be rescheduled without charge with at least 24 hours notice.

Accepted and agreed
Dana Reyes, Reyes Coaching Marcus Hale
ChiefProposals · sample
Marcus Hale's coaching agreement is ready in Approvals. I used your standard 24-hour cancellation notice. Say the word if his is different. For the Okafor retainer I still need the monthly fee. I won't guess at a number that goes in a contract.
Read Marcus'sAdd the Okafor fee

Chief works the same way in every room. It works from your practice's own records, waits for your yes before it sends anything or touches money, and lists what it does on your History page.

How Chief works

The rooms next door.

Proposals share one list of clients with every other part of your practice.

ClientsEvery proposal starts from the client's record: their intake answers and your history together.Go to Clients Billing and TimeOnce they sign, the invoice and its pay link are one sentence away.Go to Billing and Time BookingsThe sessions the program promises, booked on your own booking page.Go to Bookings

Plans

Proposals come with every plan.

Drafting, the agreement library, branded PDFs and e-signatures are on every plan. The bigger plans add people to work beside you, and the books behind the money that follows.

Starter$79 a month
  • Proposals and agreements in your voice
  • Branded PDFs and e-signatures
  • 1 login
Professional$149 a month
  • Everything in Starter
  • 3 logins, for you and your team
  • Full books, with month-end close
Solutionist$299 a month
  • Everything in Professional
  • 7 logins
  • A seat for your accountant
Compare every plan

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