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Overview

Coaching retainers are recurring access offers. Newie manages the billing, terms, receipts, and customer record while the retainer itself can include calls, reviews, office hours, async support, or resources.

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Define the Retainer

A retainer only works when the customer understands what is included each month. Set up the recurring payment, then define the boundaries around calls, async support, response times, resources, unused access, and cancellation. Use Newie to make the commercial arrangement clear before the customer subscribes.

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Common Setup

  1. Create a Subscription for monthly coaching, advisory support, group access, office hours, or async support
  2. Add Terms of Service for minimum terms, included access, cancellation notice, response times, scope boundaries, and refund rules
  3. Add a Setup Fee when the customer should pay an onboarding, audit, setup, or first-session amount immediately
  4. Set a Billing Start Date when the customer buys now but the retainer should begin later
  5. Add a Welcome Email with onboarding questionnaires, calendar links, community links, portal links, and first-month expectations
  6. Create a custom link when one customer needs tailored pricing details without creating a new public offer

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Retainer Sale Flow

1

Confirm the retainer fit

Explain the recurring support model, included access, expected outcomes, minimum term, and payment schedule.
2

Share the Newie subscription

Send the standard service link, a custom link, or complete the sale with Purchase as Customer.
3

Customer agrees and subscribes

Terms of Service can capture the retainer scope, minimum term, cancellation rules, and payment expectations before checkout.
4

Customer receives onboarding

The Welcome Email can include booking links, intake forms, community access, shared-folder links, and first steps.
5

Deliver through your normal tools

Use your normal tools for calls, community access, voice notes, reviews, and support. Use Newie for billing.

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Retainer Terms to Define

  • Included calls, office hours, reviews, or group sessions
  • Whether async support is included and expected response times
  • Minimum term or cancellation notice
  • Whether unused calls, hours, or access roll over
  • What work is out of scope or billed outside the retainer
  • Whether onboarding, audit, or setup work is billed as a Setup Fee

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Useful Service Examples

Last updated: 2026-06-29