We've provided example coaching proposals, agreements, invoices, and estimates for business, executive, and leadership coaches who work one-on-one or with teams. They're a great place to start and ready to send. You can edit any of these online and see how it looks to your client.
Use it after a chemistry call, when an organization is deciding whether to invest in coaching for one of its leaders.
Use it when a company asks you to run a workshop for its managers or leadership team on a skill such as feedback, delegation, or decision making.
Use it when a client signs up for a one-on-one coaching package, paid by the client or by their employer.
Use it when participants enroll in a cohort, mastermind, or group coaching program that runs on a set schedule.
Use it when a coaching engagement or package is signed, or adapt it to bill a single session or a monthly coaching fee.
Use it when an organization asks what it would cost to coach a group of managers or a leadership team.
Branded invoice designs you can customize down to the HTML and CSS.
Estimate designs that match your invoices.
The designs that give every proposal and contract its look.
Five reminder emails to copy, from friendly to final.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
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