Account Upgrade

This page covers the complete process for upgrading clients from the Essentials plan to the Accelerated plan — including payment verification, pricing, invoice creation, DisputeFox updates, and special cases like Momentum upgrades.

Objective

To properly guide clients through upgrading their plan while ensuring accurate billing, clear communication, and correct system updates.

Step 1: Verify Payment Status

Check if the client has already paid for the current month.

Step 2: Determine Upgrade Pricing

Step 3: Explain to Client

Clearly explain: upfront charge, new monthly rate, and when billing will start. Confirm client approval before proceeding.

Step 4: Important Reminders

• Always verify payment status before quoting
• Avoid confusion by explaining charges clearly
• If unsure, coordinate with the Billing Team
• Inform Billing of any adjustments made
• Add a GHL note after completing the upgrade

Invoice Creation Process

1. Navigate to: Payment Tab then All Invoices then + New then New Invoice
2. Label the Invoice: Format: Upgrade - Client Name
3. Enter Client Information: Use the client's email for accuracy
4. Set Due Date: Based on client's request
5. Add Product(s): Select Accelerated Plan, choose correct amount ($199 or $100). Do NOT apply tax.
6. Verify total amount: Should be $100 or $199 only
7. Set delivery method to Email then Click Send

Special Case: Momentum Upgrade

     Warning: DO NOT QUOTE PRICE IMMEDIATELY. If client is under Essentials or Accelerated and wants to upgrade to Momentum Plan: Escalate to Boss Jethro or Orlie. Request account evaluation. Wait for approved pricing/discount.

Reactivating Client Profile in DisputeFox

1. Search for client name and open profile
2. Click on Account - if set to Slow Delete, update to Accelerated Plan
3. Go to Agreement Pricing - update: First Payment: $249, Monthly Fee: $199 then Click Save
4. Navigate to Documents and POA then Locate Documents Signed then Click Resend
5. Notify client that a new contract has been sent to review and sign

Final Checklist

Payment status verified
Correct pricing quoted
Client approval received
Invoice sent correctly
DisputeFox updated
Contract resent
Billing informed
GHL note added