What to Include in a Coaching Bundle
Not every digital product belongs in every bundle. The test is simple: does this item help the client get more out of the coaching, or does it just add bulk?
Worksheets and Workbooks
Worksheets are the natural companion to coaching sessions. They give clients a structured way to apply what they learned before the next session. A leadership coach might include a values clarification worksheet before the first session and a goal-tracking worksheet after each one. A business coach might include a financial self-assessment to complete before the kickoff call.
Workbooks go deeper. A 20-30 page workbook that walks a client through your signature framework, with exercises for each section, turns your methodology into something they can reference forever. It also positions you as a thought leader with a distinct approach, not just a coach who talks on Zoom.
Worksheets and workbooks are easy to create: take the exercises you already assign in sessions, document them, and format them in Canva or Google Docs. If you've coached more than 20 clients, you already have the raw material.
Templates
Templates are the highest perceived-value, lowest-effort digital product you can include in a bundle. They solve a specific, concrete problem by giving the client something they can use immediately.
Depending on your niche, templates might look like:
- Business coaches: Business plan templates, financial projection spreadsheets, proposal templates, SOW templates, 90-day planning frameworks
- Career coaches: Resume templates, LinkedIn profile frameworks, job search trackers, interview prep guides
- Marketing coaches: Content calendar templates, social media caption frameworks, email campaign structures
- Executive coaches: Team meeting agendas, leadership feedback forms, stakeholder communication templates
- Wellness coaches: Meal planning templates, habit trackers, sleep journaling guides, weekly reflection frameworks
The key is specificity. "Business templates" is vague. "30-60-90 day onboarding plan for new executives" is something clients will use on day one.
Session Recordings
If you run group sessions, workshops, or webinars, including recordings in a bundle adds significant value without adding a dollar of cost. The recording exists already. You're just making it accessible.
For 1:1 coaching bundles, consider including recordings of previously run workshops on topics related to the engagement. A client in a 6-session leadership coaching package might also receive access to your "Managing Up: Working With Difficult Executives" workshop recording. They watch it on their own time, come to sessions with sharper questions, and get more out of the live coaching.
You can also record short tutorial videos specifically for bundles: a 10-minute walkthrough of how to use each template, a quick-start guide to your coaching methodology, a recorded explanation of a framework you use across all your engagements. These don't require studio quality. Loom recordings shot with a decent webcam and microphone are entirely acceptable for coaching content.
Resource Guides and Checklists
Resource guides, reading lists, and checklists complement coaching sessions without competing with them. A financial coach might include a list of recommended tools for tracking expenses. An executive coach might include a reading list curated for first-time managers. A career coach might include a job board and networking event checklist for active job seekers.
These are quick to create and add perceived completeness to the bundle. Clients feel like they have everything they need to succeed, not just the coaching sessions.
How to Price Coaching Bundles
Pricing a bundle correctly means pricing based on the transformation, not the components. That said, a clear total value adds credibility when presenting the offer.
The Anchor and Discount Model
List each component with its individual price, then offer the bundle at a meaningful discount:
6-Session Coaching Package: $1,200
Business Planning Workbook: $39
3 Spreadsheet Templates: $49
Workshop Recording: $29
Total individual value: $1,317
Bundle price: $1,097
The client saves $220 and gets a complete solution. You earn more per engagement than you would from coaching alone, with minimal additional delivery effort.
The discount should feel meaningful but not suspicious. A 15-20% bundle discount is compelling. A 40-50% discount makes clients question why the coaching was priced so high to begin with.
Tiered Bundle Pricing
Another approach: offer multiple bundle tiers that include different combinations of digital products alongside the same core coaching package. This gives clients options and lets you capture different buyer segments.
Example: Business Coach, 6-Session Core Package
| Tier | Includes | Price |
|---|
| Essentials | 6 sessions | $1,020 |
| Growth | 6 sessions + workbook + 2 templates | $1,099 |
| Accelerator | 6 sessions + full template library + workbook + 2 workshop recordings | $1,199 |
Most buyers will choose the middle tier. The top tier anchors the middle, and the bottom tier (coaching sessions only) captures clients who genuinely just want the sessions.
The difference between Essentials and Accelerator is $179. For you, delivering the Accelerator tier costs an extra few minutes of file access setup. The value the client receives is meaningfully higher. That spread is almost pure margin.
Bundles With High-Ticket Coaching
For coaching engagements priced at $2,000 and above, digital products often become included features rather than an upsell. Saying "my 12-session executive coaching engagement includes the full leadership workbook, template library, and three workshop recordings" adds perceived value without raising the price. It also helps justify the ticket price to buyers who are comparing you to lower-cost alternatives.
At the high-ticket level, the bundle is a signal of quality and completeness. It says: this is a program, not just a series of calls.
Delivering Digital Products in a Bundle
Delivery should be seamless. If a client has to chase you for files, track down a Dropbox link that expired, or figure out which version of a template is current, the bundle creates friction instead of value.
Centralized Delivery
The cleanest delivery approach is a single access point where clients find everything in the bundle. This could be a private page on your website, a Notion document with download links, or a dedicated client portal.
On Talkspresso, digital products attach directly to your profile. When a client purchases a bundle that includes digital products, they access everything through the same platform where their coaching sessions are scheduled. No switching between tools, no lost links. Sessions and products live together.
If you use a different setup, keep delivery simple: one email with all download links, sent immediately after purchase, with a follow-up in the first session to confirm they've accessed everything.
Timing the Delivery
Not every bundle item should hit the client at once. Strategic delivery increases engagement and reduces overwhelm.
Before Session 1: Send the intake worksheet or self-assessment. This primes the client for the coaching and gives you better information for the first call.
After Session 1: Deliver the core workbook and primary templates. At this point the client has enough context to use them.
Mid-engagement (Session 3-4): Release any supplementary templates or reference guides that apply to what you're working on.
After final session: Deliver the recorded coaching session highlights (if you record sessions with permission), the resource guide, and any bonus materials.
Staggered delivery keeps clients engaged throughout the engagement and gives each item a moment of attention rather than being lost in a bulk download.
Version Control and Updates
Templates and workbooks can be updated. If you improve a template six months after a client purchased a bundle that included it, decide in advance whether you'll send them the updated version. Most coaches do: it's good service and creates a touchpoint for re-engagement. An email saying "I just updated the financial planning spreadsheet from your Growth Bundle, here's the improved version" keeps your name in the client's inbox months after the engagement ended.
Increasing Perceived Value Without Adding Sessions
Bundle design is partly about actual value and partly about perceived value. These elements increase how much a bundle feels like a complete, premium offer.
Naming the Bundle as a Program
"6 coaching sessions plus some templates" is a discount offer. "The Revenue Acceleration Program" is something a client joins. The same components, positioned differently, command different prices and attract different clients.
Good program names reference the transformation:
- Career coaches: Career Pivot Program, Leadership Launch, Next Chapter Intensive
- Business coaches: Revenue Acceleration, Founder Clarity Program, Scale Sprint
- Wellness coaches: 90-Day Reset, Whole Health Journey, Energy Restoration Program
- Executive coaches: Executive Edge, Leadership Foundations, C-Suite Readiness
The name goes on your booking page, in your social media bios, and in how you describe your work. It signals that you've designed a curriculum, not just a stack of sessions.
A Welcome Package
For higher-ticket bundles, a welcome package elevates the experience before the first session. This might include a short welcome video you record once and reuse, a PDF overview of how the program works, a client agreement, and links to all the digital resources.
The welcome package does two things: it signals professionalism and it reduces the anxiety new clients feel at the start of a coaching engagement. When someone knows exactly what to expect, they show up to Session 1 ready to work.
Session Summaries and Recordings
With client permission, recording sessions and providing a summary of key points and action items adds value without changing your preparation or delivery. The client has a reference they can return to, and the habit of reviewing session summaries between calls increases their implementation rate, which improves outcomes, which generates better testimonials.
If you use Talkspresso for sessions, recordings are captured automatically and AI-generated summaries pull out key topics, takeaways, and action items. The client gets a resource you didn't have to manually create.
Positioning Bundles on Your Booking Page
A bundle that exists but isn't visible doesn't sell. Here's how to position it.
Lead With the Transformation
Your booking page headline should tell clients what they'll achieve, not what they'll receive. "6-Session Coaching Package + Workbook + 3 Templates" is a list. "Go from side hustle to profitable business in 10 weeks" is a promise. Both describe the same thing. The second one converts.
Support the headline with two or three bullet points that explain what's included and why each component matters:
- Six 60-minute sessions to tackle your biggest business challenges with expert guidance
- Business planning workbook with exercises to clarify your strategy between sessions
- Template library with the financial and planning tools used by clients who hit $10k months
Social Proof Near the Bundle Offer
Testimonials and results that specifically mention the bundle, or the outcomes clients achieved using the combined coaching and resources, convert better than generic praise. If you have a client who used your template library and credits it as the breakthrough moment, put that testimonial directly beneath the bundle listing.
Clear Value Stack
Show the individual prices and the bundle price side by side. Buyers are anchoring on value, and seeing a clear breakdown makes the bundle feel like a smart purchase rather than an arbitrary number.
Included in the Revenue Acceleration Program:
- 6 x 60-min coaching sessions ($1,200 value)
- 90-Day Business Workbook ($49 value)
- Financial Planning Template Pack ($39 value)
- Workshop Recording: Pricing Your Services ($29 value)
Program investment: $1,097 (save $220)
This structure is honest, clear, and persuasive. Clients see exactly what they're getting and exactly how much they're saving.
Common Bundle Mistakes to Avoid
Adding products that don't connect to the coaching. Every item in a bundle should reinforce the transformation. A business coaching bundle that includes a guided meditation audio is probably not the right fit. Keep it cohesive.
Too many items. A bundle with 12 different products feels overwhelming. Three to five well-chosen items is the sweet spot.
Digital products that look unfinished. A template with placeholder text or a workbook formatted in plain 12pt Times New Roman undercuts the premium positioning of the bundle. Spend one hour in Canva or Google Docs making it look intentional. It changes how clients value everything else.
Delivering everything at once. Dropping 8 files in an email on day one overwhelms the client and guarantees most of it goes unused. Stagger delivery based on where you are in the engagement.
Not mentioning the digital products during sessions. Clients forget what they have. Reference the workbook: "Did you get a chance to do the exercise in Chapter 3? Let's review it." Make the resources part of the session structure so they actually get used.
Building Your First Bundle
If you're starting from scratch, here's a practical path to your first bundled offer.
Step 1: Audit what you already have. Look at the worksheets you assign, the frameworks you explain in every engagement, the documents you send clients. Likely you have 2-3 things that could become digital products with minimal formatting work.
Step 2: Fill the gap with one new item. If you have worksheets but no template, create one. If you have templates but no workbook, structure your core framework into a short workbook. Focus on the one item that would make the bundle feel complete.
Step 3: Name the program and write the value stack. Give the bundle a program name, list the components with individual prices, and set the bundle price at 15-20% below the combined total.
Step 4: Set it up on your platform. On Talkspresso, you can create a service listing for the bundle that includes session scheduling plus access to digital products. Clients book and pay in one place, and the digital products are immediately available in their account.
Step 5: Present it to your next prospect. The best way to validate a bundle offer is to pitch it. Present it to your next discovery call prospect as your recommended program. Get a yes or no. Adjust based on the feedback.
You don't need a polished launch. You need one well-designed bundle and one person who says yes.
From Bundles to a Scalable Offer Stack
One successful bundle is the foundation for a complete offer ecosystem. Over time, you build toward something like this:
| Offer | Price | Who It's For |
|---|
| Single session | $150-200 | First-time clients, quick questions |
| Starter bundle | $400-600 | Clients testing the relationship |
| Core program | $1,000-1,500 | Committed clients, main transformation |
| Premium program | $2,000-3,500 | Deep engagements, biggest outcomes |
| Digital products only | $19-79 each | Audience members not ready for coaching |
Each tier serves a different client and feeds into the next. The person who buys your $29 workbook becomes a candidate for the starter bundle. The starter bundle client becomes a candidate for the core program. The digital products build your reach and warm up future coaching clients.
Bundling digital products with coaching is how you build a business that earns while you coach, instead of only while you're in sessions.
See the full feature breakdown on Talkspresso for Coaches, or read our step-by-step guide for creators selling paid video calls.
Start bundling on Talkspresso (free to start) →
