Common Client Questions & Answers
"Can I See the Contract Before I Pay?"
Context: Some prospects want to review the service agreement before committing. This is their legal right under CROA (Credit Repair Organizations Act).
How to Handle This
- Do NOT push back. Clients have a federal right to receive a written disclosure and contract before paying. This is a reasonable request.
- Let them know you will send it. Say: "Absolutely — I will have our team send over the service agreement for you to review. Once you have had a chance to look it over, we can reconnect and get you started."
- Escalate to your team lead or billing to send the contract template. Tag
@Billing Teamin#customer-supporton Discord with the client name and request. - Follow up within 24 hours. Do not let this go cold — schedule a callback to walk them through any questions.
Key CROA Reminders
- The contract must be signed by Crowned Advisors Inc. (our legal entity name)
- Clients have a 3-business-day cancellation right after signing — this must be disclosed
- A separate written disclosure statement must be provided before the contract is signed
- See the CROA Requirements wiki page for full details
⚠️ Team Leads: If you do not know where the current contract template is stored or how to send it, escalate to management immediately. This is a compliance requirement, not optional.