Pulse Executive Coaching Brief

Pulse Executive Coaching Brief is designed for executive coaches who bill leadership sessions, assessment work, and ongoing coaching retainers. The sheet-based layout makes it easy to track session counts, package fees, and recurring monthly charges while maintaining a polished presentation. It works well for coaches serving founders, managers, and senior leaders who expect a concise coaching invoice that is easy to approve.

This executive coaching template includes fields for discovery sessions, 1:1 coaching blocks, assessment interpretation, and follow-up summaries. It supports tax calculations for VAT, GST, or sales tax and can be adapted for multiple currencies when clients are based in different regions. The spreadsheet format is useful for automatically rolling up totals across sessions, which simplifies billing for packages that span several weeks or months.

Customize the worksheet with your logo, billing contact, and preferred payment method, then duplicate the tab for each client engagement. The Google Sheets structure is especially helpful for coaches who want to monitor paid sessions against a retainer balance or package limit. Add notes for confidentiality, session cadence, or cancellation policies to create a professional document that supports both performance and administration.