How to Launch the Credit Repair Snapshot in Your GHL Account

Launching the GHL Credit Repair Snapshot is a guided process, not a do-it-yourself scramble. Most firms can be configured and live within a single working day, and the time you personally spend is modest. This guide walks the full path — from purchase to a fully operational, compliance-aware onboarding, retention, billing, review, and win-back engine inside your GoHighLevel sub-account.

A note before you begin: the snapshot is an automation and CRM layer for running the credit-repair business. It does not dispute anything on a client’s behalf, does not give credit, legal, or financial advice, and does not make your firm CROA-compliant by itself. Compliance is a function of your contracts, disclosures, billing model, and conduct — all of which should be reviewed by qualified counsel. The snapshot helps you execute an approved compliant process consistently and document it automatically.

1. •
   Step 1

   Purchase & plan

   Buy at /checkout and confirm your GHL sub-account.

2. •
   Step 2

   Install delivered

   Snapshot imported — 60+ workflows, pipelines, tags.

3. •
   Step 3

   Kickoff & branding

   Onboarding call, then apply your logo, colors, and sending details.

4. •
   Step 4

   Contracts & compliance

   Load your attorney-approved contract and disclosures into the gated flow.

5. •
   Step 5

   Billing & SMS consent

   Configure compliant billing timing and TCPA consent.

6. •
   Step 6

   Train & go live

   Walk the team through pipelines and switch the workflows on.

Step 1 — Purchase the snapshot

Start at /checkout. The Credit Repair Snapshot is $997 one-time for the full build — all 60+ workflows, the pipelines, compliant onboarding, retention, billing, reviews, and win-back. It’s a one-time purchase of a done-for-you snapshot. Make sure you have a GoHighLevel sub-account ready to receive the install; if you don’t, our onboarding team will point you to the right setup.

Step 2 — Receive the install

You don’t import anything yourself. Our team loads the snapshot into your sub-account: 60+ workflows, pipelines, and tags covering compliant intake, monthly updates, payment recovery, milestone touches, reviews, and win-back. You’ll get a confirmation once the import is verified.

Step 3 — Attend the kickoff call

The kickoff is where the build becomes yours. We walk every pipeline, confirm your service model and plan structure, and map your lead sources — website forms, phone, chat, referrals — so inquiries land in the right pipeline from the first day.

Step 4 — Apply your branding

Swap out every placeholder for your own brand: logo, colors, firm name, phone number, the sending domain for email, your SMS sender identity, and your reply-to address. This touches every client-facing email, reminder text, and form so each touchpoint looks and sounds like your firm.

Step 5 — Load your attorney-approved contract and disclosures

This is the compliance heart of the launch. Place your counsel-approved written contract and the Consumer Credit File Rights disclosure into the gated onboarding workflow. The snapshot is built so the disclosure delivers before the contract, the contract must be executed before a client advances, and a three-business-day cancellation window is enforced by a timer before any work begins.

Step 6 — Configure compliant billing

Set your billing trigger to your attorney-approved condition so charges defer past the cancellation window and the snapshot never collects an advance fee for work not yet performed — a core CROA requirement. Set a clear, branded statement descriptor so clients recognize the charge, and enable the pre-charge reminder and the dunning ladder to reduce chargebacks and recover failed payments politely.

Step 7 — Set up TCPA-compliant SMS consent

The snapshot’s milestone and reminder texts are powerful retention tools and also a TCPA responsibility. Confirm that SMS consent is captured at onboarding, that opt-out (STOP) handling is active and instant, and that automated texts only send to consenting clients. Review your SMS program against your TCPA obligations before you scale it.

Step 8 — Train your team and go live

Walk your specialists through the pipelines, what each tag means, the monthly-update and payment-recovery steps, and the daily client views so everyone knows where each client sits. Reinforce the firm’s honest-messaging discipline: describe effort and process, never promise a result, always note that results vary.

Then point your website forms, phone, and chat at the snapshot, switch the workflows on, and go live. Watch the first day or two closely — confirm onboarding gates fire in order, billing defers correctly, and the monthly-update and recovery sequences run. Small timing adjustments early pay off for months.