Client Onboarding Communication Scripts

💰 Plan Pricing (Current)

PlanSetup FeeMonthly FeeNotes Essential$150$149/monthBest for clients with fewer negative items Accelerated$249$200/monthMost popular — full service Momentum$1,095 (one-time)$200/monthPremium — best for complex files

SmartCredit Monitoring: $29.95/month — paid directly by client to SmartCredit. Not billed by Crowned Credit.

Welcome Message — Post Purchase

Welcome to Crowned Credit, {{contact.first_name}}! 🎉 We're so excited to start this journey with you. Here's what happens next: 1. You'll receive an email with your onboarding intake form — please complete this within 24 hours 2. Our team will set up your SmartCredit monitoring portal (check your email for the invite) 3. Once setup is complete, your dispute analyst will begin reviewing your file 4. First round results: approximately 30-45 days Questions? Reply to this message anytime. We're here for you! — Crowned Credit Team

Onboarding Intake Reminder (24 hours)

Hi {{contact.first_name}}, just a friendly reminder that we're waiting on your intake form to get started! The sooner we receive it, the sooner we can begin working on your credit. Please complete it here: [LINK] Takes about 5 minutes. — Crowned Credit Team

SmartCredit Setup Instructions

Hi {{contact.first_name}}, to get started, please sign up for SmartCredit using this link: [SMARTCREDIT LINK] Use the email address on file with us. The subscription is billed directly by SmartCredit (this is separate from your Crowned Credit service). Once your account is active, please send us your login credentials so our team can access your report and begin the dispute process. Let us know if you have any questions!

First Round Starting Confirmation

Great news, {{contact.first_name}} — your first dispute round has officially begun! Our team is reviewing your credit report now and will submit disputes to all three bureaus within the next 48-72 hours. The bureaus have 30 days to respond. We'll update you as soon as results come in. In the meantime, here are your action items: ✅ Keep credit card balances below 30% of the limit ✅ Make all payments on time ✅ Avoid applying for new credit while disputes are processing We're rooting for you! — Crowned Credit Team