> ## 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.

# Sell Business Coaching Retainers

> Use Newie for monthly business coaching retainers, advisory support, group coaching access, and minimum-term coaching packages.

## 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.

## 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.

## 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

## Retainer Sale Flow

<Steps>
  <Step title="Confirm the retainer fit">
    Explain the recurring support model, included access, expected outcomes, minimum term, and payment schedule.
  </Step>

  <Step title="Share the Newie subscription">
    Send the standard service link, a custom link, or complete the sale with Purchase as Customer.
  </Step>

  <Step title="Customer agrees and subscribes">
    Terms of Service can capture the retainer scope, minimum term, cancellation rules, and payment expectations before checkout.
  </Step>

  <Step title="Customer receives onboarding">
    The Welcome Email can include booking links, intake forms, community access, shared-folder links, and first steps.
  </Step>

  <Step title="Deliver through your normal tools">
    Use your normal tools for calls, community access, voice notes, reviews, and support. Use Newie for billing.
  </Step>
</Steps>

## 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

## Useful Service Examples

| Offer                          | Newie Setup                         | Notes                                                                   |
| ------------------------------ | ----------------------------------- | ----------------------------------------------------------------------- |
| Monthly strategy retainer      | Subscription                        | For recurring coaching and support access                               |
| 3-month minimum retainer       | Subscription with Terms of Service  | Use terms to state the minimum commitment and cancellation expectations |
| Retainer with onboarding audit | Subscription with Setup Fee         | Setup Fee collects the upfront onboarding or audit amount               |
| Group coaching access          | Subscription                        | For recurring calls, community access, and resources                    |
| VIP day plus monthly support   | One-Off Purchase, then Subscription | Sell the intensive first, then start ongoing support                    |

*Last updated: 2026-06-29*