Your Credit Fulfillment System

What this does for you

You told me the goal: your VAs need to see, at a glance, who needs onboarding, what round each client is on, who's waiting, and who's due next — without anyone tracking dates in their head. That's exactly what this is. One board, one card per client, and a clock that moves clients along on its own.

The one thing your VA does

Everything else is automatic. This is the whole job.

The habit that runs the system

When your VA sends a client's round of letters in Client Dispute Manager, they tag that client round-sent in GoHighLevel. One click. That's it.

VA sends the round in CDMSame as they do today.

VA tags the client round-sent in GHLOne click on the client's card.

The system takes overIt advances the round, starts a fresh 40-day countdown, and moves the card to "In Round — Waiting." Your VA does nothing else.

What happens automatically

The part that used to be a spreadsheet and a lot of remembering.

The 40-day clock. The moment a round is marked sent, the system knows the exact day the next round is due.
The reminder. On day 40, the client's card automatically moves to "Round Due — Action" and a task appears for your VA: "Round __ due for [client]."
The next cycle. Your VA sends the next round, tags round-sent again, and the clock restarts. Round after round, on its own.

The promise: no one on your team ever calculates a due date or tries to remember who's next. If it's due, it's on the board and in their tasks.

Reading the board — your questions, answered by a column

Each column is one of the questions you wanted your VAs to answer instantly.

New ClientJust enrolled

Who needs onboarding

Onboarding ScheduledCall booked, docs going out

Who's getting set up

Needs DocumentsPaperwork outstanding

Who needs documents

In Round — WaitingLetters sent, clock running (round # on the card)

Who's waiting & what round

Round Due — Action40 days up — act now

Who's due next

Needs Follow-UpStalled / no response

Who needs follow-up

Completed / GraduatedProgram finished

Who's done

Onboarding (coming online next)

Once you send me your contract and credit-monitoring signup link, the moment a client books onboarding the system will automatically send them everything they need before the call. You'll approve the message before it ever reaches a client. Until then, your team sends those the way they do now.

Want it fully hands-off?

Right now your VA does the one click. If you'd like the tag applied automatically straight from Client Dispute Manager, we connect CDM to Zapier and I'll set it up with you. Totally optional — the one-click method already keeps everything moving.

If anything looks off

Reach out and I'll take care of it. This is your system to lean on, not to babysit.