Setup Fees SOP

CrownedThis Creditpage –covers Setup Fees SOPat 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,GoHighLevel, including payments made via invoice,invoice, website purchase,purchase, Zelle,Zelle, and Cash App.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.disputes.

4. Setup Fee Structure (Per Package)

Service Upfront Monthly Essential Membership (Solo): Upfront: $150 +tax, Monthly: tax$99 +tax Essential Membership (Couple): Upfront: $250 +tax, Monthly: tax$175 +tax,tax (Individual: $87.550 +taxtax) Essential Membership for a family(Family of three: Upfront: 3)$350 +tax, Monthly: tax$262 +tax Accelerated Membership (Solo): Upfront: $249 +tax, Monthly: tax$199 +tax Accelerated Membership (Couple): Upfront: $400 +tax, Monthly: tax$350 +tax Momentum Membership (One-Time): Upfront: $1,095—

5. Process Flow

Client Agreement: Client expresses intent to proceed with a selected packagepackage.

Invoice Creation / Payment Direction: Sales creates an invoice in GoHighLevel OR Sales will directdirects the client to the website: https://getcrownedcredit.com/pricing

Payment Collection:

A. Invoice Payment: Client pays invoice,invoice System— system automatically tags client as Won.

B. Website / Zelle / Cash App Payment: Billing team verifies payment notification in Discord,Discord. Follow internal SOP: Marking Client Payments as Paid.

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 Clientclient must notify within the 3-day window as stipulated in the agreement.

7. Exceptions & Special Cases

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