Credit repair: intake and booking
Credit repair intake, from the first form to a confirmed consultation
At a credit repair company, a new lead touches a form, a calendar and the software that holds client files before anyone has a real conversation with them. We built and tested a GoHighLevel (GHL) intake for one company that joins those steps so a lead is neither retyped nor forgotten: the form creates the contact and tells the team, the booking confirms itself by email, and the new lead goes on to the credit repair software.
The job
Four hand-offs a new lead passes through
Each one is a place a lead can get dropped, and each one was tested.
Intake rarely fails in one big way. It fails at the hand-offs: a form fills in a record nobody looks at, a booked consultation never gets confirmed, or a new client is retyped into the credit repair software and entered wrong. The intake we built puts a tested step at each one.
The form creates the contact and tells the team. A submission on the company's landing page creates a contact record in HighLevel, and a submitted lead was confirmed in the contact records. The same submission sends an internal lead notification. Those notifications were seen firing during a call with the company, and the list of people who receive them was updated during the build.
The booking confirms itself. When someone books a consultation, reminders are lined up before the appointment and a confirmation email goes to the person who booked. In testing, a test appointment produced that confirmation, and the company confirmed it arrived.
Email goes out from the company's own authenticated domain. We set up dedicated sending subdomains, authenticated, for the company's email to its clients, so its email to clients goes out from its own domain rather than a shared sender. Authentication helps mailbox providers trust that sender. It can't promise the inbox, and some messages may still land in spam or a promotions tab, so delivery stays something to keep checking after launch.
The new lead goes to the credit repair software. A sync sends each new lead from HighLevel to the company's credit repair software, with name, email, phone and an identifier mapped field to field. Run end to end, it created the test records correctly. We haven't confirmed it running on live leads, so we describe it as tested, not live.
What stays out of the intake. It doesn't run disputes, store credit reports or promise a result. Federal law bars a credit repair company from being paid for a service before the service is fully performed, so we don't put a payment step in the booking. Texting is out too: HighLevel lists credit repair services among A2P campaign rejections that can't be resubmitted, and Twilio's page for that code names collecting consumer information to market credit repair as one cause. This describes public rules; it is not legal advice.
What we set up
The pieces of the intake
Each one checked with a test lead before handover.
- Website and landing page forms that create a HighLevel contact on every submission
- An internal lead notification on each submission, sent to the people you name
- A consultation calendar with reminders before each appointment
- A confirmation email for every booking
- Dedicated, authenticated sending subdomains for your email
- A sync that sends each new lead to your credit repair software, with name, email, phone and an identifier mapped
- Test records run through every step, with the results in the QA report
How a setup runs
How the intake gets built
Start with a call
Half an hour with Rob on where your leads arrive, who books consultations, and how a new client gets into your credit repair software today.
The plan, word for word
Every form field, team alert, reminder and confirmation is written out in the plan, along with the fields that go across to your credit repair software. You approve it before we build.
Domain first
We set up and authenticate the sending subdomains early, because every confirmation the intake sends depends on them.
Tested with test leads
A test lead goes through the form, the alert, the booking and the sync. The QA report shows the record it created at each step, screenshots included.
Changes get a verdict
A new field or another alert gets a verdict before work starts: inside the scope you approved, or new scope.
What you bring
What we need from your office
Your forms and pages
Every place a lead can reach you online, so each one creates a contact and raises the alert.
Who hears about new leads
The people who should get the internal notification. The list can change after launch as your team does.
Someone who can edit your DNS
The sending subdomains are authenticated with records on your domain, so we need you, or whoever manages the domain, to add them.
Your software's fields
Which fields a new client needs in your credit repair software and what it calls them, so name, email, phone and identifier land in the right places.
Where it stops
The intake catches a lead, confirms the consultation and passes the lead on. It doesn't run disputes, store credit reports, take a payment at booking, send marketing texts or promise a result.
Services used
Where the intake pieces are set up
Workflows send the alerts and confirmations; the calendar and the fields sit in the CRM setup.
HighLevel workflow automation
Nurtures, reminders, no-show recovery and reactivation, written out word for word and walked through by a test contact before launch.
See Workflow automationHighLevel pipeline and CRM setup
Pipelines, calendars and custom fields shaped around how you sell, with bookings and no-shows moving each deal on their own.
See Pipeline and CRM setupQuestions
Questions about credit repair intake
Do we still have to type new clients into our credit repair software?
Why set up a separate sending domain?
Can we send the consultation reminders by text?
Can the booking take a deposit?
Who finds out when a form comes in?
Who you talk to
Rob Eason
Rob runs HLAI Experts and takes the 1:1 calls himself.
He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.
He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.
Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.
On the call he looks at your account, not a script.
5/5 across 83 reviews in HighLevel's Certified Admin DirectoryWalk Rob through one of your leads
Pick a lead from last month and follow it from form to consultation to your credit repair software. Rob will show you where it could have been dropped, and which step of a HighLevel intake would have caught it.