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Overview Retention is the most important operational priority at Crowned Credit. High churn is a direct threat to revenue and growth — and it is largely preventable with the right process. This page covers every tool a CSR needs to detect churn risk early, use...

This document defines the client graduation process — how Crowned Credit celebrates client success, handles offboarding, and converts completed clients into long-term referral sources. Overview Client graduation is the finish line — the moment when a client's ...

Welcome to the Crowned Credit Knowledge Base! This is your go-to resource for everything you need to do your job. Whether you're brand new or a veteran, this guide will help you find what you need fast. How the Wiki is Organized Think of the wiki like a librar...

Dispute Letter Protocol At Crowned Credit, dispute letters are primarily sent electronically through our dispute management platform for efficiency, accuracy, and tracking. Hard copy letters are sent only when specifically requested or required by credit burea...

This page covers Setup Fees at 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 fee...

This page covers the Referral Bonus Program at Crowned Credit — how to collect referrals, track bonuses, process payouts, and communicate with referring clients. 1. Objective To encourage client referrals by providing incentives while ensuring proper tracking...

This page covers Monthly Billing Cycles at Crowned Credit — billing schedules, payment processing, follow-ups, and handling of failed payments using GHL, Discord, and internal trackers. 1. Objective Ensure consistent, timely, and accurate processing of monthl...

This page covers Payment Methods at Crowned Credit — accepted and restricted payment options, autopay setup, payment verification steps, and tracking protocols. 1. Objective Define accepted payment methods and ensure proper handling, verification, and recordi...

This page covers navigating the Payments section in GoHighLevel (GHL) — including how to access invoices, review transactions, record payments, and follow best practices for accurate billing management. 1. Overview The Payments section in GoHighLevel (GHL) pr...

This page covers the step-by-step process for creating invoices in GoHighLevel (GHL) — ensuring all invoices are accurate, consistently formatted, and ready for payment processing. 1. Scope All team members responsible for: Creating new invoices Inputtin...

This page covers the process for setting up recurring billing in GoHighLevel (GHL) — ensuring all recurring invoices are created accurately, billed on the correct dates, and managed consistently according to client agreements. 1. Scope Setting up recurring...

This page covers the process for handling advance payments from clients — including how to void active invoices, create a new advance payment invoice, send it to the client, and adjust the recurring billing schedule accordingly. 1. Overview When a client want...

This page covers the complete failed payment handling process at Crowned Credit — from identifying failed payments to follow-up sequences, special case handling, and account termination procedures. 1. Objective Ensure all failed payments are addressed promptl...

Crowned Credit – Payment Extension SOP This SOP defines the consistent process for handling payment extension requests at Crowned Credit. All Billing team members must follow these steps to grant extensions, maintain records, protect revenue, and ensure full ...

This page covers the complete process for upgrading clients from the Essentials plan to the Accelerated plan — including payment verification, pricing, invoice creation, DisputeFox updates, and special cases like Momentum upgrades. Objective To properly guide...

This SOP covers how to handle client-requested account pauses and system-initiated suspensions. Follow this process to protect client relationships, maintain accurate records, and ensure proper system updates in GHL, DisputeFox, and the Masterlist Tracker. 1....

Crowned Credit – Account Reactivation SOP This SOP outlines the process for reactivating paused, suspended, terminated, or canceled client accounts at Crowned Credit. Billing team members must follow these steps to collect the correct fees, set up invoices pro...

Marking Client Payments as Paid — SOP This SOP ensures accurate and timely payment processing for all Crowned Credit clients. Billing team members must verify, acknowledge, mark, and confirm every payment received — whether via website, Zelle, or Cash App — t...