Use this guide when you get a lead and need to turn that interest into a paid coaching customer. A lead might come from Instagram, a referral, a website form, or a DM, then move into a sales call before the customer pays. Newie works well for this because you can keep reusable services ready, tailor the price or start date when needed, attach an agreement, and send onboarding links automatically after purchase.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 You Need
The important moment is usually right after the customer says yes. You do not want to build a new checkout from scratch, chase payment manually, or send onboarding links one by one. The clean setup is to keep the main offers ready in Newie, then use the sales call or DM conversation to choose the right service, payment option, start date, and agreement.Common Setup
- Create a Subscription for ongoing coaching or membership access
- Create a Fixed-Term Subscription for a defined program paid weekly, fortnightly, or monthly
- Create a One-Off Service for paid-upfront packages, consults, digital downloads, or workshops
- Add Terms of Service where the customer should agree to coaching terms, minimum terms, cancellation rules, waivers, or refund terms before checkout
- Use Welcome Emails for onboarding instructions, intake forms, booking links, check-in expectations, community links, or portal instructions
- Use Digital Downloads when the customer should receive a file after purchase
- Use integrations when customer details need to move into a coaching app, form tool, CRM, community, email list, or spreadsheet
- Use groups when you want to organise services by coach, program, audience, or offer type
Lead to Paid Coaching Customer
Customer enquires
The customer sends a DM, replies to a story, fills in a form, or asks about coaching.
Book or run the sales call
Talk through the customer’s goal, program fit, price, payment structure, and start date.
Choose the Newie service
Use an existing service where it fits. Create a new service when the customer needs their own checkout, agreement, payment structure, or service setup. If the base offer is the same and only the price or start date is different, use a custom price or custom start date from the existing service.
Attach the agreement
If the customer should accept terms before paying, enable Terms of Service on the service before sharing checkout.
Customer buys through Newie
Send the service link, custom link, QR code, or complete the sale with Purchase as Customer where available.
Newie sends confirmation and onboarding
The customer receives the purchase confirmation. If Terms of Service is enabled, the signed agreement is included where available. If a Welcome Email is configured, it can include onboarding forms, app links, booking links, community links, check-in instructions, or next steps.
Before Sharing the Link
Check the service against the promise made on the sales call:- Is the price right for this customer?
- Should billing start today, on a fixed date, or after onboarding?
- Does the customer need to agree to a minimum term, refund rule, waiver, or coaching boundary?
- Does the Welcome Email include the intake form, app invite, booking link, and first action?
- Should the customer receive a digital guide, workbook, or template immediately after purchase?
Useful Service Examples
| Offer | Newie Setup | Notes |
|---|---|---|
| Ongoing online coaching | Subscription | Works for weekly, fortnightly, monthly, or custom recurring billing |
| 8-week or 12-week program | Fixed-Term Subscription | Create a Subscription and set Number of Payments |
| Paid-upfront program | One-Off Service | Good when the customer pays once before starting |
| High-ticket coaching package paid over time | Installment Plan | Newie collects scheduled payments over a fixed total |
| Strategy call or consult | One-Off Service | Share a direct link, QR code, or use Purchase as Customer |
| Workout guide or resource | One-Off Service with Digital Downloads | Newie includes the download link in the purchase confirmation |
After Purchase
Use the Welcome Email to tell the customer exactly what happens next:- Link to onboarding form or questionnaire
- Link to app, portal, community, booking page, or coaching platform
- First-session instructions or check-in expectations
- What you need from the customer before starting
- How and when you will contact the customer