Client Investment Guide for Coaches

Turn those ‘maybes’ into ‘yeses’ with our gorgeously designed Client Investment Guide for Coaches, your secret weapon to craft irresistible proposals, so you can start turning those potential leads into loyal clients.

A real client proposal written by coaches, for coaches

Coaching Investment Guide Template for Coaches

⚡️ Steal It. We promise not to tell…

  • An eye-catching, 12-part Investment Guide designed just for coaches
  • Original Canva files that you can swap, drop, and pop into your branding
  • Crafted to work like a charm for coaches in any and every niche
  • 100% customizable to reflect your unique coaching business vibe
  • Professionally written and aesthetically designed! Just grab, personalize, and go
Chris F., Remote Work Coach


I just purchased one of your templates and just want to offer a sincere thank you! They are extremely easy to follow and super clear. It’s not easy to nail both style and structure!

— Chris F., Remote Work Coach

12-Part Canva Client Investment Guide To Help You:

And so much more…

Here’s exactly what’s included:

⚡ You’ll receive a 12-part client investment guide, elegantly designed in Canva, with handy fill-in-the-blank content:

Whether you want to send it over to your designer, embed it in an email, or tweak it to your heart’s content, we’ve got you covered. You can use these original files however you wish.

12 part Coaching Investment Guide for coaches

⚡ You’ll also get access to the original files, so you can modify, copy, and paste with total ease:

Whether you want to send it over to your designer, embed it in an email, or tweak it to your heart’s content, we’ve got you covered. You can use these original files however you wish.

ou’ll also get access to the original files, so you can modify, copy, and paste with total ease

⚡ Plus, we’ve included line-by-line tips to make personalizing a breeze:

You’ll find coaching notes next to every fill-in-the-blank section, guiding you to add your unique magic touch and tailor the guide to suit you and your business perfectly.

tips next to every blank

⚡ We’ve packed in all the verbiage you’ll ever need:

You bet! We’ve thought hard and long about all possible scenarios so you’ll never have to scramble or rely on Google again. From creating an emotional connection to showcasing testimonials, this guide has got everything you need.

every conceivable client situation

Plus a Lovely Bonus!

And because we love to spoil you… we’ve slipped in a little something extra to ensure you seal the deal!

Bonus - Coaching Investment Guide for Coaches

Score our bonus batch of email templates designed specifically for delivering your coaching proposal and following up with those hot leads. You’ll have them saying ‘YES’ in no time!

— Stacy S., Career Coach


Your content provides clarity, coaching, and deep emotional work. I am speechless and in tears. Thank you so much

— Stacy S., Career Coach

How It Works

Get Instant Access In 3 Easy Steps


01 Check Your Inbox

Once you purchase, check your inbox and click the link to access the proposal.


02 Bookmark or Download!

The Canva template and original copy are separate for ease of use. You can bookmark them for later use, or download them.


03 Fill-In-The-Blank & Customize

Just fill-in-the-blank! We’ve even given line-by-line tips on how to customize it to fit your business.

What Our Customers Say

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By the way… we’re Cass and Tee.

Your friendly web designers turned coaches turned designers… AGAIN!

Yes, you read that right. After 20+ years of rocking the web design scene, we swapped our designer caps for coaching ones.

But during a virtual chit-chat, we realized there was this huge missing piece in the market – a practical, elegant, and impactful tool for coaches to present their services to potential clients.

You guessed it – that’s when we cooked up Lovely Impact, a perfect blend of design and coaching know-how.

But we discovered that creating stunning websites and logos wasn’t enough.

Many coaches were fumbling when it came to crafting compelling proposals to seal the deal with potential clients.

On nearly every call, we found ourselves advising on the same thing – how to convey your coaching value convincingly and professionally.

That’s when the lightbulb went off – why not create a guide, a tool that coaches can use to demonstrate their value and potential impact?

And that, my friend, is how the “Client Investment Guide for Coaches” was born.

Why? Well, it’s no secret.

We know that a well-crafted proposal can be a game-changer when it comes to securing clients. It’s not just about selling your services, it’s about presenting your unique coaching journey, your approach, and the transformative experience you offer.

We want you to have this knockout tool in your corner, so you can truly make a difference in your clients’ lives and grow your coaching business.

That’s why we created the “Client Investment Guide for Coaches”. It’s your ready-to-use, fully customizable proposal that tells your story, presents your solutions, and builds trust with potential clients.

Here’s to you, changing lives and making your mark in the coaching world, one client at a time.

See you on the other side.

Canva Logo

Why Canva?

✓ Super Easy to Use

All you have to do is sign up for a free account on Canva and you’re ready to customize your this template! Canva was made so that anyone could create designs without needing expensive software.

✓ 100% Creative Control

You can leave the logo as is and change the text, OR you can add colors, fonts, and more! You have full creative control to change the template any way you want. It’s up to you and your imagination.

✓ Tons of Fonts & Design Elements

The beauty of Canva is that you have a ton of font and design elements to choose from. This includes illustrations, shapes, and more. And if you have Canva Pro, you and upload your brand fonts too!

✓ Top-Rated Support & Resources

Lovely Impact’s support plus Canva’s learning center and resources provide you with everything you could need. Just email us and we’d be honored to help. 

Client Investment Guide Template FAQ

What is the Client Investment Guide for Coaches?

The Client Investment Guide for Coaches is your go-to, customizable toolkit for crafting powerful, persuasive proposals for your coaching services. We’ve crafted it with love, to help you articulate the unique value of your coaching and to convert potential clients with confidence and professionalism.

Are these for any type of coach and any niche?

Absolutely! This guide is versatile, meant to serve ANY coach in ANY niche. We’ve incorporated line-by-line tips so you can tailor it to fit your specific coaching style, niche, and the unique needs of your clients.

How will this help me get more coaching clients?

The guide streamlines the process of communicating your value to potential clients. It allows you to present your services, articulate your unique coaching approach, and clarify what the client can expect from working with you – all factors that can make a significant difference in converting potential leads into actual clients.

Why Should I Use Canva?

Canva is a user-friendly graphic design platform that offers an easy drag-and-drop interface. It allows you to personalize your Client Investment Guide seamlessly, without needing any software, using any device (Phone, Computer, or Tablet). Plus, it’s free!

Can I give this away or resell it?

Nope, sorry! Our guide is designed for your business use only. It’s your secret sauce in landing more clients, but it’s not to be resold or given away.

Do I need design skills to use this guide?

Not at all! We’ve created the guide with Canva, a user-friendly design platform. You’ll just need to fill in the blanks and use the drag-and-drop feature to customize it. Plus, we’ve included step-by-step instructions to make it super easy for you.

What if I’m new to coaching?

Can I still use this guide?
Absolutely! The Client Investment Guide for Coaches is perfect for coaches at all stages of their careers.

How will this help my coaching business?

Our Client Investment Guide for Coaches is more than a template – it’s a blueprint to communicate your value, services, and approach to potential clients. It’s like having a professional business consultant and a designer at your fingertips, ready to help you secure more clients.

Can I give this away or resell it?

Nope, sorry! Our guide is designed for your business use only. It’s your secret sauce in landing more clients, but it’s not to be resold or given away.

Do you offer refunds/accept returns?

Due to the digital nature of this product and the fact that it can be customized and used immediately, we do not offer refunds or accept returns. If you encounter any issues or have questions, feel free to reach out to us. We’re here to help!

How much does it cost?

The Client Investment Guide for Coaches costs $47. It’s an affordable, valuable asset for any coach who wants to elevate their client proposals and make a stronger impression on potential clients.

How will my guide work?

Once you’ve purchased the guide, you’ll receive instructions for downloading and customizing your proposal template in Canva. You can easily change or add colors, texts, images, and more to make it truly your own.

Is my guide one-of-a-kind?

While our template serves as the foundation, it’s your personal touch that makes your guide unique. We encourage every coach to customize it according to their brand, style, and coaching philosophy. That way, you create a guide that truly reflects you and stands out from the crowd.

When will I get my proposal template?

Immediately! Our products are digital and available for instant access after purchase. No shipping cost, no waiting. You can start crafting irresistible proposals the moment you purchase it!

Still scrolling? Well, coach, it’s decision time!

If you’ve made it this far, it means you’re seriously considering our Client Investment Guide for Coaches.

So, if:

  • You’re eyeing this guide because you see its potential,
  • You’re ready to streamline your proposal process and impress your leads, and
  • You’re set on turning more prospects into happy, paying clients…

Then our friend, it’s time to:

==> Click here to grab this product today <==


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