Recent Books
Active Client Management
Retention Strategy
Client Graduation
Onboarding (Day 0-30)
The Crowned Standard
The Crowned Standard defines the principles that guide how we operate, communicate, and serve our...
History
The story behind Crowned Credit — how we started, what we’ve learned, and how our results-driven ...
Dispute Strategy
Dispute process, account strategies, CSR knowledge base, SmartCredit and DisputeFox guides
Billing Operations
Complete reference for payment processing, adjustments, failed recovery, refunds, and reactivation
Tech Stack Pages
How-to guides for every software tool used at Crowned Credit.
Onboarding Operations
The Onboarding Operations section details the processes required to successfully set up new clien...
Credit Case Specialists
The Credit Case Specialists (CCS) section outlines the responsibilities and workflows for managin...
Billing Department
The Billing Operations section covers all processes related to client payments, subscriptions, an...
Recently Updated Pages
Loom Video Updates — No-Answer Outreach
This page covers when, why, and how to record Loom video updates for clients who do not pick up d...
Documentation Required
Quick reference for Billing & CSR. The full, canonical SOP lives in the Onboarding Operations boo...
AI Chatbot Troubleshooting — Facebook & Instagram Bot Issues
Our AI chatbot handles initial responses on Facebook Messenger and Instagram DMs. When it sends w...
Calendar Slot Duration — Why Appointments Block 30 Minutes
Closers occasionally notice that a single inbound appointment "eats" a 30-minute block on the Con...
Post-Consultation Onboarding Callback SOP — 10–15 Minute Handoff
Overview When a client books a consultation and the call wraps successfully (sale closed or servi...
Onboarding Callers — Availability and Hours
Overview This page answers a recurring team question: what hours are our onboarding callers avail...
Auto-Debit (Autodebit) — CSR Lookup & Past-Due Decision Tree
What the team calls "autodebit""Auto-debit" (also written "autodebit" or "auto debit" by the team...
Partial Payment SOP — Split Payments and Deferred Balances
This SOP defines how to handle partial payments — when a client pays part of their onboarding/set...
ORT-Done Tagging Protocol — Marking Onboarding Complete in GHL
Why this page exists: Clients were not being tagged properly after onboarding completion, c...
SMS & Message Tone Guidelines — Avoiding Aggressive Wording
SMS & Message Tone Guidelines — Avoiding Aggressive Wording Why this page exists: Team memb...
Recent Activity
