Sell Retainers, Lessons, and Programs

Use Newie for consultant retainers, educator programs, tutor lessons, deposits, and onboarding links.

You might sell a mix of calls, retainers, term programs, project work, lesson packages, and resources. Newie helps turn those offers into clear payment links, subscriptions, installment plans, agreements, and customer records.

What You Need

Your work might be broad, but what you are usually solving is the same: you want to package expertise into something the customer can buy clearly. That might be a monthly consulting retainer, a term of tutoring, a workshop, a short course, or a one-off assessment.

Set up Newie around the commercial offer. Keep lesson delivery, consulting work, course access, scheduling, and student records in the normal delivery tools.

Common Setup

1. Create Subscriptions for retainers, ongoing support, memberships, or recurring lessons
2. Create Fixed-Term Subscriptions for term programs, short courses, or structured programs paid over time
3. Create One-Off Services for consults, audits, assessments, workshops, deposits, or paid-upfront packages
4. Create Installment Plans for larger fixed-price programs or project fees paid in scheduled parts
5. Use Terms of Service for engagement terms, cancellation rules, program expectations, or scope boundaries
6. Use Welcome Emails for intake forms, booking links, calendar links, learning portals, client folders, or first-step instructions

Enquiry to Paid Engagement

1. Customer enquires

   The customer contacts you through email, website, referral, social media, or a booking request.

2. Recommend the offer

   Match the customer to a consult, retainer, package, term program, assessment, or project fee.

3. Send checkout

   Use an existing service link, custom price, custom start date, or Purchase as Customer where available.

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 booking links, forms, document links, portal access, or first-session instructions.

Common Patterns

Provider type	Typical offer	Newie fit
Consultant	Monthly access, strategy support, or advisory	Subscription with Terms of Service
Tutor	Weekly lessons or a term package	Subscription or Fixed-Term Subscription
Educator	Workshop, short course, or cohort program	One-Off Service or Fixed-Term Subscription
Professional service provider	Assessment, audit, or project fee	One-Off Service or Installment Plan
Course or resource seller	Workbook, guide, or template	One-Off Service with Digital Downloads

Terms to Make Clear

• Included sessions, lessons, calls, or deliverables
• Whether unused lessons, hours, or access roll over
• Cancellation, rescheduling, and minimum-term rules
• What happens if the customer misses a session or submits work late
• What content, portal, folder, or booking link the customer receives after checkout

Useful Service Examples

Offer	Newie Setup	Notes
Monthly retainer	Subscription	Good for ongoing advice, coaching, support, or access
Term tutoring package	Fixed-Term Subscription	Works when payments should stop after the term
Strategy call or assessment	One-Off Service	Good for single-session checkout
Project fee paid over milestones	Installment Plan	Good for fixed totals split over scheduled payments
Workshop or short course	One-Off Service or Fixed-Term Subscription	Choose based on whether the customer pays once or over time
Paid resource or workbook	One-Off Service with Digital Downloads	Newie can include the download link in the confirmation email

Last updated: 2026-06-01