If you ever need to change your credit repair services pricing or if you want to offer different pricing packages to your clients, you will find this helpful. The client agreement document that needs to be signed by every client, clearly states how your client will be billed for your credit repair services. It’s important to reflect any changes to your pricing plans in the agreements of your new clients.
Table of contents:
To start, make sure you have the following:
Where can I find my client agreements?
This area will display all the agreements that can be assigned to clients* when creating their client profile.
Important Note:
*Portal access must be turned on for a new client before you can assign an agreement to them.
Click on My Company at the top or go to https://app.creditrepaircloud.com/mycompany
Click on Client Agreement
Here, you will find the full list of client agreements.
You, and not CRC, will have sole responsibility to review your marketing and collection efforts relating to the services you provide. Also, you, and not CRC, must confirm that your marketing and receipt of fees are compliant with applicable state and federal laws.
If you solicit from or service customers outside of the state where you reside, you must comply with the Telemarketing Sales Rule (“TSR”). For more information regarding the TSR, you can visit the FTC's website: https://www.ftc.gov/business-guidance/resources/complying-telemarketing-sales-rule. CRC's statements are not legal advice. You should seek legal advice to ensure compliance.
Credit Repair Cloud requires that all customers comply with the TSR and any other applicable laws and regulations to continue using its software.
How do I edit the pricing section within an agreement?
Once you are in the Client Agreement section within the My Company tab, follow the steps below to locate and edit the pricing section of a client agreement.
Important Note:
The pricing section in your client agreement document must be set before assigning a given agreement to a new client.
Click on the agreement’s name
Scroll through the document’s text and locate the section that reads “In exchange, I, {CLIENT NAME}, agree to pay the following fees as outlined in the following fee schedule:”
Type in the amounts that you will charge your clients as needed
For example:
1.- $99 At signup for document processing
2.- $99 At the start of each new month of service.
Select whether the agreement will be the default agreement or not
Click on Submit to save changes
Will this change affect the agreements already signed by my existing clients?
No. Any new changes to your master agreement(s) will not affect the agreements you've already saved to client profiles.
How can I create a new agreement? (How can I have different plans to charge my clients?)
By creating additional agreements, you are able to offer different pricing plans to your clients.
What you can do now: