> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newie.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Turn an Enquiry into a Sale

> Move a customer from conversation to a clear Newie checkout option.

## Overview

An enquiry turns into a sale when the customer has one clear next step: the right offer, the right price, and the checkout option that fits the moment.

## Sales Flow

<Steps>
  <Step title="Work out what the customer is buying">
    Decide whether this is a single session, ongoing service, fixed program, paid-upfront package, deposit, or fixed-total payment plan.
  </Step>

  <Step title="Start from an existing service if one fits">
    If the offer already exists in Newie, share that service instead of creating another copy.
  </Step>

  <Step title="Create a custom link for customer-specific terms">
    If the service is right but this customer needs a different price, start date, setup fee, or intro price, create a custom link from the existing service.
  </Step>

  <Step title="Check whether the customer needs to agree to terms">
    If the sale needs a customer agreement before payment, make sure Terms of Service is enabled on the service before sending the checkout link.
  </Step>

  <Step title="Send the checkout option that fits the moment">
    Share a link, show a QR code, use Tap to Pay, or use Purchase as Customer based on where the sale is happening.
  </Step>

  <Step title="Tell the customer what happens after payment">
    This might include booking, onboarding, first session, file delivery, or next steps.
  </Step>

  <Step title="Manage the relationship in Newie">
    After checkout, use the customer record, subscription, instalment plan, or purchase record in Newie.
  </Step>
</Steps>

| Situation                                              | Best Newie Option                                  |
| ------------------------------------------------------ | -------------------------------------------------- |
| The customer is buying one clear offer                 | Send the direct service link                       |
| Different price, start date, setup fee, or intro price | Send a custom link from the existing service       |
| The customer should choose from a few options          | Send a Store link or group link                    |
| The sale is happening in person                        | Use a QR code, Tap to Pay, or Purchase as Customer |
| Onboarding instructions after payment                  | Use the service Welcome Email                      |

Before sending the customer to checkout, make sure the service is available for sale and the customer-facing name, price, terms, and next steps are clear.

*Last updated: 2026-06-26*