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Day 0-30 Onboarding Process
Day 0-30 Onboarding Process
Day 0 — Enrollment Day
- Client completes purchase (setup fee charged)
- Welcome SMS sent immediately (automated via GHL)
- Welcome email with intake form sent
- GHL contact status updated to: Active - Onboarding
- Client assigned to an onboarding CSR
Day 1-3 — Intake & Setup
- Follow up if intake form not completed (24-hour and 48-hour nudges)
- Client registers for SmartCredit and sends login credentials
- Dispute analyst accesses SmartCredit to review initial credit report
- Initial credit analysis completed
- Dispute strategy developed for first round
Day 3-7 — Strategy & First Communication
- Dispute analyst confirms first round targets
- Client receives first update: "We've reviewed your report — here's what we found and what we're working on"
- First dispute letters generated in DisputeFox
- Disputes submitted to all three bureaus
Day 7-14 — Active Management Begins
- Confirm client has SmartCredit active and monitoring
- Educate client on what to expect: 30-day processing, score fluctuation normal
- First monthly billing cycle (if recurring plan)
- Confirm no issues with payment
Day 14-30 — Settling In
- Mid-round check-in with client (automated SMS)
- Address any client questions or concerns
- Monitor for bureau responses
- Prepare for round 1 results
Day 30+ — First Round Results
- Pull updated SmartCredit report
- Compile results: items deleted, items verified, items pending
- CSR calls client to deliver results (or sends detailed written update)
- Plan round 2 strategy
- Celebrate wins with client; manage expectations on remaining items
Onboarding Success Checklist
