For coaches
The discovery call went beautifully. Then nothing happened.
Coaching sells on momentum. Someone finishes a discovery call feeling understood and ready — and then you send a PDF, and the feeling cools for four days while they wonder what exactly they'd be committing to. By the time they open it, the reason they called has stopped being urgent.
ApeiroCraft closes that gap. Send the agreement as a link before the momentum fades, see the moment they open it, and let them sign and pay in the same session — with cadence, boundaries, confidentiality, and an exit point all defined in the document they signed.
Why coaching engagements don't convert.
Selling something they can't picture
Software has features. Coaching has an outcome the client can't yet imagine. If the document doesn't make the shape of the engagement concrete — how often, how long, what happens between sessions — they're being asked to buy a feeling.
Boundaries left unsaid
Are you reachable between sessions? Is there a cancellation window? What happens to a missed session? Every one of those becomes a difficult conversation later if it wasn't written down first, and it always lands on you to raise it.
The awkward money moment
You're building a relationship of trust, and then you have to email an invoice and follow it up. When payment is settled inside the agreement, that friction disappears from the relationship entirely.
From discovery call to first session.
Know when they open it
Read receipts with timestamps. A client who opens the agreement three times is negotiating with themselves — that's the moment for a warm message, not a chase.
Cadence and boundaries, signed
Session frequency, duration, between-session access, cancellation terms, confidentiality, and an exit point — all in one document, signed electronically with name, email, and timestamp captured.
Payment settled before session one
Acceptance creates the invoice automatically, carrying the same client and amount. Whole-package up front or monthly — set once, and money stops being a recurring conversation.
Client history in one place
Notes per client, tasks, and every signed agreement on the same record. Six months in, you can see exactly what was agreed and when it renews.
A PDF agreement vs a link they sign on the call.
Nothing is wrong with a well-written coaching agreement in Google Docs. The problem is the delay it forces between someone deciding and someone committing.
Timing
Google Docs + PDF + email
Written up after the call, sent that evening or the next day, opened whenever.
With ApeiroCraft
Sent while you're still on the call. Signed before the clarity fades.
Presenting packages
Google Docs + PDF + email
One price, one answer. Yes or no, and no requires no explanation.
With ApeiroCraft
Two or three packages — six sessions, twelve, or ongoing — so the decision is which, not whether.
Knowing where they are
Google Docs + PDF + email
Silence. You send a gentle nudge and hope it doesn't read as pressure.
With ApeiroCraft
You can see they've opened it twice. Your message lands as timing, not pestering.
Boundaries and confidentiality
Google Docs + PDF + email
Often a second document, often skipped because it feels clinical to send.
With ApeiroCraft
Part of the same agreement they sign — professional, not confrontational.
Getting paid
Google Docs + PDF + email
A separate invoice, sent later, chased personally. The one part of the relationship that feels transactional.
With ApeiroCraft
The accepted agreement becomes the invoice with your own payment link, before session one.
- Free plan with no card and no trial clock.
- Your own payment links — no cut of your coaching fees.
- Notes and history per client, private to your workspace.
Common questions.
What's the best proposal software for coaches?
The one that removes the delay between the discovery call and the commitment. That means a link the client can open on a phone and sign immediately, packages rather than a single price, and payment settled inside the same flow. ApeiroCraft covers that plus client notes and invoicing in one subscription, free to start and from $19/month.
How do I price a coaching package in a proposal?
Offer two or three packages rather than one price — six sessions, twelve sessions, or ongoing monthly — and anchor high. When there is only one option the client's decision is whether to work with you at all; with three, the decision becomes which depth of engagement, which is a much easier yes.
Can the agreement cover confidentiality and cancellation terms?
Yes. Proposals are structured documents, so cadence, between-session access, cancellation windows, confidentiality, and an exit clause live in the same file the client signs. That's what makes them boundaries rather than hopes.
Is an electronic signature valid for a coaching agreement?
In most jurisdictions, yes. Electronic signatures are recognised under ESIGN and UETA in the US and eIDAS in the EU as long as intent and identity are captured. ApeiroCraft records the signer's name, email, and a timestamp immutably.
Can I take recurring monthly payments?
Yes. Set the engagement up as a monthly invoice drawn from the signed agreement, so the client and amount stay consistent and you're not re-creating an invoice every month.
Is there a free coaching proposal template?
Yes — a free coaching proposal template that structures an intangible engagement: cadence, boundaries, confidentiality, and an exit point. It opens without an account or an email address.
Send the agreement before the momentum fades.
Set up your workspace in under a minute, start from the coaching template, and close your next discovery call on the call.
Start freeKeep reading
Free template
Coaching proposal template
Structure an intangible engagement: cadence, boundaries, confidentiality, and an exit point.
Solution
ApeiroCraft for consultants
Scope, phases, and value-anchored fees in a document that gets signed, not edited.
Guide
Why clients ghost proposals
The psychology behind the silence, and the exact five-touch follow-up cadence that breaks it.