Coaching Package: Structure, Scope and Pricing

A coaching package is a defined offer that combines sessions, learning materials or feedback within a stated scope and access period. Its price needs to account for the work you deliver, including preparation between calls. You can organize the course materials through Softbook access plans and products, while managing your coaching commitments separately.

Key takeaways: – Describe the work included before assigning a package price. – Count preparation, feedback and administration alongside session time. – Separate a course access plan from your Softbook account subscription. – Use a course bundle when the offer contains several courses. – Explain recurring charges clearly if you choose a subscription product.

What belongs in a coaching package?

A package description needs the intended participant, the work covered, the number of sessions, the feedback arrangement and the access period for materials. State what the buyer will receive in terms you can check against your calendar and course setup.

For example, a US coach working with first-time team leaders might offer four individual meetings about giving clearer work instructions. Each meeting uses a draft prepared by the participant, who also receives four written reviews and six weeks of access to the lesson materials under this example offer. Those are delivery commitments. They do not guarantee a promotion or a particular response from a colleague.

Name the limits of each service. If you will review one draft per week, put that in the description. A buyer reading “personal feedback” may otherwise expect several rounds of changes or replies whenever they send a message.

Keep the starting task manageable. You can build a course around a single practical sequence before adding more topics, using the guide to creating an online course to arrange preparation and assignments. The offer should describe the structure you have prepared, including how participants arrange their meetings with you.

What do different coaching packages look like?

Packages can differ by the materials included, the amount of personal support and the length of access. The following examples are original, fictional teaching offers for a coach helping new team leaders. They are not Softbook subscription plans, customer results or suggested market prices.

The first two offers could use one course with different access plans if their included lessons differ. For instance, the guided version could include additional preparation lessons. You still arrange the meetings. Selecting a course plan controls the learning materials, while you reserve the meeting times and review the drafts that participants submit.

If your materials already form separate courses, you could combine the course on writing requests with the course on progress conversations, explaining what each contributes to the package. Avoid adding a course solely to make the list look longer. Check that participants have time to use what they buy.

The library is a different commitment. Before choosing recurring billing, write down what remains available during each paid period and what, if anything, you will add or personally review. A fixed four-meeting package can end after those meetings. An ongoing library needs clear renewal and cancellation information.

How can you calculate the work behind the price?

Estimate the time required to deliver one package, then include the direct costs associated with that delivery. This gives you a planning calculation to examine before setting a selling price. It does not establish what buyers will pay or calculate your final profit.

The calculation below uses invented US-dollar figures for the guided package above, so replace every assumption with your own information before using the worksheet to plan an offer. The hourly amount is an internal planning assumption, not a recommended coaching rate or a Softbook price.

At an assumed internal rate of $60 per hour, 5.5 hours comes to $330. Add a fictional $30 of direct delivery costs and the planning base is $360. This arithmetic does not include every possible expense. Payment processing, acquisition costs and other business expenses still need your own figures.

Four reviews sharing one hour allow fifteen minutes each. If your actual review needs half an hour, that row becomes two hours, increasing total time to 6.5 hours. With the same assumptions, the base becomes $420: 6.5 multiplied by $60, plus $30. Changing one commitment has changed the calculation by $60.

Use the calculation to inspect the scope, looking at how the assignment length affects your review time before deciding whether to shorten the task or reserve another hour. Then consider the offer and the price together, using information from actual conversations and sales rather than treating this example as a price list for your market.

State the currency beside the package price. Use it throughout the worksheet. The guide to selling online courses covers the broader work of presenting the offer and arranging the purchase route.

How do course access plans work in Softbook?

A course access plan selects which lessons a participant can use and how long the course remains available. It is a setting for your course offer, separate from the Softbook account plan you pay for as the school owner.

Softbook is a platform for online schools: courses, sales, CRM, email and Telegram campaigns, and a website builder in one place. You can add unlimited students, and the platform takes no commission on your sales.

Before creating access plans for the independent and guided examples, prepare the course content and decide which lessons belong in each version, allowing enough time for the assigned practice. Course access and the dates of your live meetings are separate decisions, so write down both.

In the plans section, add a plan and select the course. Choose the included lessons, decide whether excluded lessons remain visible and set the access period from enrollment. Save the settings. Participants can see an excluded lesson if you leave it visible, but cannot complete it. Review that view before deciding how to display the program.

Next, connect the appropriate plan to the product used to sell that course. The product determines which course and plan are assigned after payment. Inspect the saved selection before sharing the purchase link, especially if you created two offers with similar names. The course creation tools provide the lesson structure for these access choices.

Name the product for its contents. “Guided practice, four meetings” lets you identify the service attached to an order without opening your planning document to look up “Option two.” Keep the public description equally specific about your own service commitments.

How do you set up a package or a course bundle?

Create a product that matches the materials in the offer, set its price and currency, and verify the access it grants after successful payment. The product connects your description of the package to the courses the buyer receives.

1. Check the contents. For one course, identify the intended access plan. For a bundle, list the separate courses that belong in the offer. Keep the coaching sessions and feedback commitments in your delivery checklist as well.
2. Create the product. Open Products and add a product. Choose the one-course type or the multiple-course type according to the offer you prepared, then give it a recognizable name.
3. Set the materials and price. Select the relevant course and plan for the one-course offer, or select the courses for the bundle. Enter the price and currency. Check the payment service integration needed to accept payments.
4. Describe the offer. State the sessions, review arrangement and access period. Explain how participants arrange meetings and submit work. The buyer should not have to infer these details from the product name.
5. Enable and save. New products start disabled. Activate the product and save the settings when the materials and purchase information are ready.
6. Test the buyer’s route. Check the purchase flow and resulting course access, including which lessons appear under the selected plan. A completed form alone is not proof that a paid order has been paid.

Softbook takes no commission on your sales, while payment service fees still apply. Keep those costs separate in your calculations. The online course platform holds the course and sales setup, and the pricing page lists current account features and conditions.

When should you use a subscription instead?

Use a subscription when the offer provides continuing access for repeated payments and you can explain what each paid period includes. A resource library of several courses can fit that structure. A limited set of meetings needs a clear explanation of when the service ends, even if you use recurring payments elsewhere in your business.

In Softbook, a subscription product can include one or more courses. You set the first payment, recurring amount and cycle. These settings belong to the offer you sell to participants and have no effect on the subscription you pay for your own Softbook account.

Match the wording to the settings. Thirty days is a specific duration, which differs from a calendar month and should be described that way before someone agrees to a recurring payment. If the first charge differs from later charges, show both in the description before the buyer begins the purchase.

Automatic charging requires the student’s card to be saved. Check the subscription setup and payment connection rather than promising that every renewal will succeed. Tell participants where to find the subscription information and how to manage future renewal. You still need to deliver any ongoing coaching service described in the offer.

What should you verify before selling the package?

Compare the offer description, workload calculation and saved product settings before you invite buyers. Check the materials and access duration. Then compare the promised personal work.

Start with your calendar. Four calls per participant become twenty calls for five participants, before preparation and reviews. Reserve the time in your calendar. Look at weeks when several packages overlap, including the Tuesdays when you also need to prepare lessons and respond to the previous round of submissions.

Then inspect the materials from the participant’s side. Check the chosen access plan, the lesson instructions and the place where assignments are submitted. If the offer is a bundle, open each included course. For a subscription, read the payment cycle and renewal wording again with the product settings beside you.

Finally, remove claims that the prepared package cannot support. Describe the practice and feedback you provide, and leave room for participants to apply the work in their own circumstances. If you are still choosing the learning system, the guide to choosing an LMS helps you compare the functions this offer requires.

Build one package with a clear scope, then test its materials and purchase route before adding another version. Try Softbook free for 30 days, no card required.