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Account Upgrade SOP

FullThis contentpage covers the complete process for upgrading clients from the Essentials plan to the Accelerated plan — verifyincluding payment status,verification, pricing (not paid: $199 upfront, paid: $100 upgrade fee, then $199/mo), explain to client,pricing, invoice creation, DisputeFox update,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

Scenario Upfront Charge Monthly Going Forward Client has NOT paid for current month$199 (discounted from $249)$199/month Client HAS already paid ($99 / $101.97)$100 (upgrade fee)$199/month

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

      Navigate to: Payment Tab then All Invoices then + New then New Invoice Label the Invoice: Format: Upgrade - Client Name Enter Client Information: Use the client's email for accuracy Set Due Date: Based on client's request Add Product(s): Select Accelerated Plan, choose correct amount ($199 or $100). Do NOT apply tax. Verify total amount: Should be $100 or $199 only Set delivery method to Email then Click Send
      After payment received: Update DisputeFox, add client name to Closed Tracker, leave GHL note: "Client upgraded Essentials to Accelerated plan - $100 / $199", inform Billing Department for recurring invoice adjustment.

      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      Warning: DO NOT QUOTE PRICE IMMEDIATELY.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

        Search for client name and open profile Click on Account - if set to Slow Delete, update to Accelerated Plan Go to Agreement Pricing - update: First Payment: $249, Monthly Fee: $199 then Click Save Navigate to Documents and POA then Locate Documents Signed then Click Resend Notify client that a new contract resend,has Momentumbeen upgrade = escalatesent to Jethro/Orlie,review finaland checklist.sign

        Final Checklist

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

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