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Overview

Business coaching programs work best when checkout matches the offer: calls, accountability, templates, audits, group access, async support, or onboarding resources. Newie records what the customer bought and how they pay while delivery happens in the coaching tools you use.

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What Happens After the Yes

When the customer agrees, send checkout that already matches the program: price, payment option, start date, terms, and onboarding steps. The sale should move from conversation to payment without a separate manual payment request or loose follow-up. Use Newie from the sales call, application review, webinar follow-up, or DM conversation where the customer chooses the program.

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Common Setup

  1. Create a Subscription with Number of Payments set to a fixed number for 3-month, 6-month, 12-week, or fixed-length programs paid weekly, fortnightly, or monthly
  2. Create a Subscription for ongoing monthly coaching, group access, or continued support
  3. Create a One-Off Purchase for paid-upfront programs, strategy calls, intensives, workshops, or audits
  4. Create an Instalment Plan for a high-ticket program with a fixed total split across scheduled payments
  5. Add Terms of Service for minimum term, refund rules, scope, payment expectations, cancellation, confidentiality, or coaching boundaries
  6. Add Welcome Emails with intake forms, calendar links, Zoom links, community links, client portal links, first-call preparation, or onboarding tasks

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Enquiry to Paid Coaching Program

1

Customer enquires or applies

The lead comes from social media, a referral, website form, webinar, application, DM, or email.
2

Qualify the fit

Confirm the customer’s goal, program fit, price, payment option, start date, and delivery expectations.
3

Send the Newie checkout

Use an existing service link, custom price, custom start date, Store link, or Purchase as Customer.
4

Customer agrees and pays

If Terms of Service is enabled, the customer accepts the agreement before checkout.
5

Newie sends next steps

The Welcome Email can include onboarding forms, calendar links, community links, first-call preparation, or portal access.

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Program Setup Checks

  • Use a Subscription with Number of Payments set to a fixed number when the offer is a defined program paid over time.
  • Use an instalment plan when the customer is paying a fixed total across scheduled payments.
  • Use Terms of Service for minimum commitment, refunds, payment defaults, confidentiality, scope, and coaching boundaries.
  • Use Billing Start Date when the customer buys now but the cohort, first call, or onboarding period starts later.
  • Use the Welcome Email to send the intake form, calendar link, community access, and first preparation task.

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Useful Service Examples

Last updated: 2026-06-26