Client Update Call and Review Request Guide ( DRAFT 1 CHECKED)

Introduction

This guide outlines the process for calling clients to provide them with updates on their credit reports and utilizing the opportunity to request reviews. The guide details each step to ensure a smooth and effective communication process with clients, aiming to keep them informed and engaged.\ \ TOOLS USED:

Step-by-Step Instructions

Prepare for the Call

First, gather all necessary information for the update discussion. This includes :\ 1) Reviewing the client's most recent credit report and comparing it to previous reports to identify any changes in credit scores, negative accounts, and items that have been deleted or updated.\ \ LOG INTO CRC for Credit Monitoring Logins or Check In the GHL notes.

Review Credit Reports

Before making the call, ensure you have reviewed the most current and previous credit reports. Pay attention to changes in credit scores, number of negative accounts, and any deletions or updates.

Identify Clients to Call

Access the Excel sheet and navigate to the Gold Client tab. Start from the top and ensure each client is contacted once a month. Focus on clients who have not received updates for the current month.\ \ This list is assigned daily, So whoever is assigned will be doing these checks.

Schedule Monthly Coaching Calls

Once results are ready, provide clients with a monthly coaching call. \ Priority is given specifically for Gold Clients.

Dial the Client's Number

Use the OOMA system to dial the client's number. \ \ 1) If the client answers, greet them warmly and proceed with the update call. \ Proceed to Discuss the reason of the call

Go over the Updates - Items removed, CC Scores and Factors they need to work on \ Please not to discuss everything in the credit report. \ \ ( NO SCREENSHOT NEEDED)

Request a Review ( Put on last page of SOP)

If the client's credit results are positive, seize the opportunity to ask for a review, following the established process for review requests at the end of the call. \ \ ATTACH SCRIPT ON HOW TO GET A REVIEW FROM CLIENTS.

Handling No Answers

If the client does not answer after two attempts, leave a voicemail and send a text message using the template via GHL.\ \ TEMPLATE IN NOTION PLACED HERE FOR GOLD & SILVER CLIENTS

Update the Client's Status

After completing the coaching call, update the date and status in the Excel sheet. \ Mark the update as done with your name and highlight it in blue.\ \ THIS IS ONLY IF THE COACHING SESSION AS BEEN COMPLETED.

Exclude Canceled Clients

Do not call clients marked in red, as they are canceled clients. ( PUT THIS TOWARDS THE TOP OF THE SOP)

Credit Monitoring Access ( THIS SHOULD BE AT THE TOP FOR CALL PREP)

For credit monitoring, access the C.R.A. dashboard and use the import audit feature to find login details and notes.

Conclusion

By following these steps, you can effectively update clients on their credit status while also gathering valuable reviews. This approach will ensure clear communication and maintain strong client relationships.