CLIENT MONTHLY UPDATE TEMPLATE

Here’s a template our clients receive through the portal once their scores updated for the month.

We don’t do follow up calls unless we haven’t heard from a client in over 2 months and they aren’t responding to our correspondences other than that they receive an automated email/text to check the portal for updates and we send the updates in the portal.

Here’s the template, but it does occasionally change if the person doesn’t have a credit card or needs to build their credit but we require each person to get a credit card within 2 months if they don’t have one.

Client Update Template.pdf
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