Skip to main content

Account Reactivation SOP

Crowned Credit – Account Reactivation SOP

4.

This ReactivationSOP Processoutlines the process for reactivating paused, suspended, terminated, or canceled client accounts at Crowned Credit. Billing team members must follow these steps to collect the correct fees, set up invoices properly, and fully restore the client profile in DisputeFox before marking any account as active.

Eligibility: Clients who are paused, suspended, terminated, or canceled.canceled.

4. Reactivation Process

Fee Structure & Conditions

# ConditionDeactivation Period ActionFee TrackerTracking 1 Account deactivated lessLess than 2 months Charge monthlyMonthly payment + tax + $50 reactivation fee.fee
Example: Essentials $99 + tax = $101.97 + $50 = $151.97 Reactivation Tracker 2 Account deactivated moreMore than 2 months Client must sign up again as a new client.
getcrownedcredit.com/pricing Closed List Tracker

💰 A $50 reactivation fee is required for all accounts reactivated within 2 months of deactivation. This fee covers account setup, dispute preparation, and program resumption.
⚠️ More than 2 months deactivated = New Signup. Direct the client to getcrownedcredit.com/pricing to re-enroll as a new client. Log in the Closed List Tracker.

Steps to Set Up Reactivation Invoice (<2 Months)

  1. Open Invoices: Payment Tab → All Invoices → +NEW → NEW INVOICE
  2. Label:Label the Invoice: Set label to "Reactivation"
  3. Enter Client Info: Use client infoemail (useto email)look up the account
  4. Set Due DateDate: perPer clientclient's requestrequested date
  5. Add products:Products: Previous plan (e.g., Essentials)Essentials = $9999) + Apply tax. Add Reactivation Fee: $50 (no tax) via + icon.
  6. Verify TotalTotal: Confirm total ($151.97 for Essentials)
  7. Send Invoice: Deliver via Email
Once Payment Received: Assist client until fully set up. Update GHL notes: "Client reactivated → Active". Send confirmation message.

Steps for >2 Months Deactivated

 (New Signup Flow)
  1. Open Invoices: Payment Tab → All Invoices → +NEW → NEW INVOICE
  2. Label: Leave as "NEW INVOICE"
  3. Enter Client Info: Use client info (email)email
  4. Set Due DateDate: perPer clientclient's request
  5. Add product:Product: Client's selected plan (Essentials/Accelerated/Momentum), verify upfront amount. Do not apply tax.
  6. Verify TotalTotal: Confirm ($150 for EM)Essentials/Momentum)
  7. Send Invoice: Deliver via Email
Once Payment Received: Same steps as above — assist client, update GHL notes, send confirmation.

5. Reactivating Client Profile in DisputeFox (DF)

  1. Search Client: Search for client name in DisputeFox
  2. Handle Overdues: If showing import overdues:overdues Get— get most recent credit report, update file with previous rounds left out
  3. Change Status: Set Archived → Active
  4. Move Folder: Move to Folder: Active Client
  5. Portal Settings: Turn ON
  6. Check:Check Profile: Verify Status (Slow Delete of EM or Accelerated), Password (format Name123 e.g. Khryzza123)Khryzza123), Credit monitoring logins (functional, up to date with 3B)
  7. Assign to:Account: Assign to Crowned Credit 4
  8. Notify Team: Inform GC WhatsApp / Dianna Dispute Team that client is active and ready for import
  9. Update Tracker: Update Reactivation Google Sheet Tracker for commission

Notes & Reminders

  • Always confirm client requested due dates.dates before sending invoice.
  • Double-check totals including reactivation fee and tax.
  • Ensure accounts and portal are fully functional before marking active.
  • Keep documentation for tracking, auditing, and commission.commission.
  • Track by period: <2 months = Reactivation Tracker | >2 months = Closed List Tracker
Back to top