Use this when you sell a structured business coaching offer after an enquiry, application, DM, referral, webinar, or sales call. Business coaching offers often combine calls, accountability, templates, audits, group access, async support, and onboarding resources. Newie records what the customer bought and how they pay; coaching delivery can happen through Zoom, a calendar tool, a community, a portal, shared docs, or chat.Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
What the Coach Needs
Business coaching sales usually depend on trust built before checkout. Once the customer agrees, you need a clean way to lock in the program, collect the right payment option, document the commitment, and start onboarding without losing momentum. Use this around the sales call, application review, webinar follow-up, or DM conversation where the customer chooses the program.Common Setup
- Create a Fixed-Term Subscription for 3-month, 6-month, 12-week, or fixed-length programs paid weekly, fortnightly, or monthly
- Create a Subscription for ongoing monthly coaching, group access, or continued support
- Create a One-Off Service for paid-upfront programs, strategy calls, intensives, workshops, or audits
- Create an Installment Plan for a high-ticket program with a fixed total split across scheduled payments
- Use Terms of Service for minimum term, refund rules, scope, payment expectations, cancellation, confidentiality, or coaching boundaries where needed
- Use Welcome Emails for intake forms, calendar links, Zoom links, community links, client portal links, first-call preparation, or onboarding tasks
Enquiry to Paid Coaching Program
Customer enquires or applies
The lead comes from social media, a referral, website form, webinar, application, DM, or email.
Qualify the fit
Confirm the customer’s goal, program fit, price, payment option, start date, and delivery expectations.
Send the Newie checkout
Use an existing service link, custom price, custom start date, Store link, or Purchase as Customer where available.
Customer agrees and pays
If Terms of Service is enabled, the customer accepts the agreement before checkout.
Program Setup Checks
- Use a fixed-term subscription when the offer is a defined program paid over time.
- Use an installment 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.
Useful Service Examples
| Offer | Newie Setup | Notes |
|---|---|---|
| 12-week business coaching program | Fixed-Term Subscription | Payments stop automatically after the program term |
| Paid-upfront coaching program | One-Off Service | Good for one checkout and one purchase record |
| Business intensive or strategy day | One-Off Service | Use a direct link, custom link, or Purchase as Customer |
| High-ticket coaching program paid over time | Installment Plan | Good for a fixed total split across scheduled payments |
| Ongoing mastermind or group program | Subscription | Good for recurring access until cancelled |
| Workbook, template, or resource | One-Off Service with Digital Downloads | Newie includes the download link in the purchase confirmation |