Client Consultation Checklist

Guided Client Consultation Form

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Client Information

Capture the client and consultation basics.

Client Name *

Client Email *

Date of Consultation *

Credit Specialist Name *

Credit Repair Progress

Review the client's progress in the program.

What round is the client currently in? *

When is the next import date? *

Previous credit score *

Current credit score *

Total deletions to date *

Deletions this round *

Accounts Currently In Dispute

List every account currently in dispute, then read it back to the client.

Accounts in dispute *

I have read the accounts currently in dispute out loud to the client.

Positive Credit History Review

Determine whether the client needs to build more positive credit history.

Does the client need to build more positive credit history? *

Yes No

Email the client the Credit Builder List.

I have emailed the Credit Builder List to the client.

Client Action Plan

Build the client's personalized action plan and confirm delivery.

Action plan *

I have sent the client their action plan. I have explained the action plan to the client.

How to Reach Us

Read this closing script to the client.

Read aloud to client

Moving forward, if you have any questions or need support, you can reach our team through your client portal or by email. Please allow our team time to review your file and respond. For urgent concerns, you may contact our support team directly.

I have explained how the client can reach us for support.

Final Confirmation Checklist

Confirm every step before submitting this consultation.

Client information reviewed Credit progress reviewed Disputes reviewed with client Positive history discussed Credit Builder List emailed if needed Action plan sent Action plan explained Client support instructions explained

7 sections to complete. Click submit when ready.

Consultation Complete

Great job! This client consultation has been completed and saved successfully.

Consultation History

Date	Client	Specialist	Round	Score Change	Deletions