# Setup Fees

**This page covers Setup Fees at Crowned Credit — the one-time charge required before client onboarding begins, including fee structure, process flow, refund policy, and exceptions.**

## 1. Objective

To ensure accurate, consistent, and timely collection of setup fees upon client enrollment, while maintaining clear coordination between **Sales** and **Billing** teams and preventing onboarding of unpaid accounts.

## 2. Scope

This SOP applies to all clients enrolling in any service package and covers the process of invoicing, collecting, verifying, and recording setup fee payments using **GoHighLevel**, including payments made via **invoice**, **website purchase**, **Zelle**, and **Cash App**.

## 3. Definition: Setup Fee

A one-time, non-recurring charge applied upon client enrollment. The setup fee is required before onboarding begins and covers **initial account preparation** and the **first round of disputes**.

## 4. Setup Fee Structure (Per Package)

<table id="bkmrk-service-upfront-mont" style="width:100%;border-collapse:collapse;margin:20px 0;"><thead><tr><th style="background:#2b386d;color:#FFFFFF;padding:12px;text-align:left;">Service</th><th style="background:#2b386d;color:#FFFFFF;padding:12px;text-align:left;">Upfront</th><th style="background:#2b386d;color:#FFFFFF;padding:12px;text-align:left;">Monthly</th></tr></thead><tbody><tr><td style="padding:10px;border:1px solid #ddd;">**Essential Membership** (Solo)</td><td style="padding:10px;border:1px solid #ddd;">$150 +tax</td><td style="padding:10px;border:1px solid #ddd;">$99 +tax</td></tr><tr><td style="padding:10px;border:1px solid #ddd;background:#f9f9f9;">**Essential Membership** (Couple)</td><td style="padding:10px;border:1px solid #ddd;background:#f9f9f9;">$250 +tax</td><td style="padding:10px;border:1px solid #ddd;background:#f9f9f9;">$175 +tax (Individual: $87.50 +tax)</td></tr><tr><td style="padding:10px;border:1px solid #ddd;">**Essential Membership** (Family of 3)</td><td style="padding:10px;border:1px solid #ddd;">$350 +tax</td><td style="padding:10px;border:1px solid #ddd;">$262 +tax</td></tr><tr><td style="padding:10px;border:1px solid #ddd;background:#f9f9f9;">**Accelerated Membership** (Solo)</td><td style="padding:10px;border:1px solid #ddd;background:#f9f9f9;">$249 +tax</td><td style="padding:10px;border:1px solid #ddd;background:#f9f9f9;">$199 +tax</td></tr><tr><td style="padding:10px;border:1px solid #ddd;">**Accelerated Membership** (Couple)</td><td style="padding:10px;border:1px solid #ddd;">$400 +tax</td><td style="padding:10px;border:1px solid #ddd;">$350 +tax</td></tr><tr><td style="padding:10px;border:1px solid #ddd;background:#f9f9f9;">**Momentum Membership** (One-Time)</td><td style="padding:10px;border:1px solid #ddd;background:#f9f9f9;">$1,095</td><td style="padding:10px;border:1px solid #ddd;background:#f9f9f9;">—</td></tr></tbody></table>

## 5. Process Flow

1. **Client Agreement:** Client expresses intent to proceed with a selected package.
2. **Invoice Creation / Payment Direction:** **Sales** creates an invoice in **GoHighLevel** OR directs the client to the website: [https://getcrownedcredit.com/pricing](https://getcrownedcredit.com/pricing)
3. **Payment Collection:**
    - **A. Invoice Payment:** Client pays invoice — system automatically tags client as **Won**.
    - **B. Website / Zelle / Cash App Payment:** **Billing team** verifies payment notification in **Discord**. Follow internal SOP: *Marking Client Payments as Paid*.
4. **Onboarding Eligibility:** Confirm setup fee is paid before proceeding to onboarding.

> **Note:** Onboarding ONLY begins after setup fee is paid. Unpaid clients remain in follow-up stage under Sales.

## 6. Refund Policy

> **Note:** Setup fee is refundable within **3 days** of payment. The client must notify within the 3-day window as stipulated in the agreement.

## 7. Exceptions &amp; Special Cases

- **A. Partial Payment:** We allow clients to proceed with onboarding once the first half is paid.
- **B. Duplicate Payments:** Notify **Billing** immediately. Do not process refund without approval.
- **C. Payment Not Found:** Request proof of payment from client. Check **Truist Alerts** in **GoHighLevel Conversations**.