Recently Updated Pages
Loom Video Updates — No-Answer Outreach
This page covers when, why, and how to record Loom video updates for clients who do not pick up d...
Documentation Required
Quick reference for Billing & CSR. The full, canonical SOP lives in the Onboarding Operations boo...
AI Chatbot Troubleshooting — Facebook & Instagram Bot Issues
Our AI chatbot handles initial responses on Facebook Messenger and Instagram DMs. When it sends w...
Calendar Slot Duration — Why Appointments Block 30 Minutes
Closers occasionally notice that a single inbound appointment "eats" a 30-minute block on the Con...
Post-Consultation Onboarding Callback SOP — 10–15 Minute Handoff
Overview When a client books a consultation and the call wraps successfully (sale closed or servi...
Onboarding Callers — Availability and Hours
Overview This page answers a recurring team question: what hours are our onboarding callers avail...
Auto-Debit (Autodebit) — CSR Lookup & Past-Due Decision Tree
What the team calls "autodebit""Auto-debit" (also written "autodebit" or "auto debit" by the team...
Partial Payment SOP — Split Payments and Deferred Balances
This SOP defines how to handle partial payments — when a client pays part of their onboarding/set...
ORT-Done Tagging Protocol — Marking Onboarding Complete in GHL
Why this page exists: Clients were not being tagged properly after onboarding completion, c...
SMS & Message Tone Guidelines — Avoiding Aggressive Wording
SMS & Message Tone Guidelines — Avoiding Aggressive Wording Why this page exists: Team memb...
Client Contact Info Update SOP — Phone Number & Email Changes
This SOP covers the step-by-step process for updating a client's phone number or email address ac...
GHL Automation Troubleshooting — Wrong Contacts Receiving Workflows
OverviewSometimes GHL automations/workflows fire on contacts who should NOT be receiving them — f...
Experian Logins Follow-ups
The purpose of this document is to provide a structured and compliant approach for requesting cli...
Cancellation and Retention Strategies
The purpose of this document is to provide a structured approach for handling cancellation reques...
Cancellation Requests
Cancellation Requests Quick policy: For recurring dispute plans, the enrollment payment starts...
Objections and Rebuttals
This page contains all standard billing objections and approved rebuttals used by the Billing Dep...
Marking Client Payments as Paid
Marking Client Payments as Paid — SOP This SOP ensures accurate and timely payment processing fo...
Account Reactivation
Crowned Credit – Account Reactivation SOP This SOP outlines the process for reactivating paused, ...
Account Pause & Suspension
This SOP covers how to handle client-requested account pauses and system-initiated suspensions. F...
Account Upgrade
This page covers the complete process for upgrading clients from the Essentials plan to the Accel...