Use Google Docs AI to Draft Coaching Proposals and Statements of Work

What This Does

A new engagement stalls at the exact moment a prospect is warmest: while you write the proposal. Google Docs' built-in Gemini feature takes a rough outline (duration, cadence, focus areas, price) and expands it into full proposal language you can send the same day the chemistry call ends.

Before You Start

• A Google account, personal or through your practice's Google Workspace
• Google Docs open at docs.google.com
• Writing help enabled for your account. Personal Gmail users typically need a Google AI subscription for the full drafting feature. If you're on Workspace, check with whoever manages your billing, or look at Google's own Gemini for Workspace pricing page to see what your plan includes

Steps

1. Open a blank document and find the prompt

Start a new Google Doc. Click on an empty line and look for a "Help me write" prompt or a small sparkle icon in the toolbar. Google has been moving this feature between a bottom bar and a side panel over the past year, so if you don't see it in the body, check the toolbar sparkle icon instead.

2. Describe the engagement in one paragraph

Type the concrete facts of the deal: length of engagement, session frequency and length, the development focus areas you agreed on the chemistry call, and whether a 360 or assessment is included. Skip anything about why the client needs coaching. That stays out of a document a prospect will read.

3. Let Gemini expand the outline, then review every claim

The draft appears in the document, editable like any suggestion. Read it against what you actually offer. Gemini writes confident, polished sentences whether or not the specifics are right, so check every number, deliverable, and date before anything goes out.

4. Add pricing, terms, and your signature block

Fill in the numbers Gemini could not have known: your fee, payment schedule, cancellation policy, and confidentiality terms. Most coaches keep a standard confidentiality and cancellation clause in a separate doc and paste it in rather than asking the AI to write legal language fresh each time.

5. Export and send

Download as PDF (File, Download, PDF Document) for a clean, uneditable copy, or send a shareable Google Docs link if you want the prospect to comment directly. Either way, proofread the final version once more after formatting.

Real Example

Scenario: A VP of Operations wants a six-month engagement following a strong chemistry call, with sessions every two weeks and an emphasis on delegation and executive presence.

What you type: "Draft a coaching proposal for a six-month engagement, biweekly sixty-minute sessions, focus areas are delegation and executive presence, includes one 360 debrief at the midpoint. Professional tone, no filler."

What you get: A structured proposal with an overview, scope, session cadence, and a placeholder for pricing and terms, ready for you to fill in the numbers and send.

Tips

• Keep a "facts only" habit: engagement length, cadence, and focus areas go in. The client's specific struggles or history do not need to appear in a document you're sending them anyway, but it's still worth keeping that discipline for any template you reuse across prospects.
• Save your best proposal draft as a Google Docs template (right-click in Drive, or use File, Save as template if your Workspace plan offers it) so future proposals start from your own structure instead of a blank page.
• If the tone reads too generic, highlight a paragraph and ask again with a narrower instruction, such as "make this sound more direct and less like boilerplate."

Tool interfaces change. If a button has moved, look for similar AI or sparkle icons in the same toolbar area.