Search Results

Overview Clients frequently request that certain accounts be excluded from the dispute process. The most common reason: they want to keep a credit card in good standing with the lender (especially Capital One, Mission Lane, and other subprime issuers that will...

What the team calls "autodebit""Auto-debit" (also written "autodebit" or "auto debit" by the team) is the same thing the official SOPs call recurring billing / autopay. It means GHL automatically charges the client's card on file every month on their billing d...

Our AI booking agent automatically assigns inbound leads to closers on the Consultation calendar (round-robin). Sometimes the appointment record in GHL shows a different closer than the one whose name appears on the automated confirmation messages. This page e...

Overview This page answers a recurring team question: what hours are our onboarding callers available? Use this as the single reference when a CSR, closer, or client asks about onboarding-call scheduling windows. Standard Onboarding Caller Hours Onboarding ca...

Overview When a client books a consultation and the call wraps successfully (sale closed or services accepted), some clients ask for live onboarding help by phone instead of going straight to the self-serve onboarding flow. This page documents the standard han...

Closers occasionally notice that a single inbound appointment "eats" a 30-minute block on the Consultation calendar — even when the actual call is much shorter, or the lead does not show up. This page explains why that happens and what to do. 📌 Trigger: Paul ...

This page covers when, why, and how to record Loom video updates for clients who do not pick up during Round Results calls or failed payment follow-ups. Loom updates are a personal, high-trust touchpoint that keeps clients engaged with their file even when the...