🗺️ Getting Started
CredibleFly Backend Setup
Everything is built and ready. Follow these 8 steps to connect your real tools and go live. Total time: approximately 4–6 hours spread across a few days.
🏢 GoHighLevel ~$97/mo
Your CRM, pipeline manager, email/SMS automation, and client portal backend. This is the command center for managing every client relationship.
💳 Stripe 2.9% + 30¢
Handles all subscription billing, invoicing, and payment collection. Integrates directly with GoHighLevel so billing is fully automated.
📋 Implementation Order
Week 1Create GoHighLevel account → Build 4 pipelines → Add demo contacts
Week 2Create Stripe → Set up 3 subscription products → Connect payment links
Week 3Connect GHL ↔ Stripe → Build automations → Test with a real client
Week 4Wire up client portal → Final launch checklist → Go live 🚀
🏢 GoHighLevel
Step 1: Create Your GHL Account
GoHighLevel is your all-in-one CRM. It manages contacts, pipelines, email/SMS, and automations. Sign up for the Agency Starter plan.
GoHighLevel Agency Starter
$97/month
1
Sign up for GoHighLevel
Go to the GoHighLevel website and create a new Agency account. Use the 14-day free trial to get started without paying upfront.
🌐 Go to GoHighLevel.com →
⚠️ Choose "Agency Starter" ($97/mo) — this lets you manage multiple sub-accounts for different services.
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2
Create a Sub-Account for CredibleFly
In GHL, go to Agencies → Sub-Accounts → Add Sub-Account. Name it "CredibleFly" and fill in your business info.
Sub-Account Name: CredibleFly
Business Type: Financial Services / Credit Repair
Time Zone: [Your timezone]
Business Phone: [Your number]
Email: seoprrocket@gmail.com
Business Type: Financial Services / Credit Repair
Time Zone: [Your timezone]
Business Phone: [Your number]
Email: seoprrocket@gmail.com
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3
Configure Your Business Profile
Inside your CredibleFly sub-account, go to Settings → Business Profile and fill in all details. This powers email sender identity and SMS branding.
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4
Connect Your Phone Number (for SMS)
Go to Settings → Phone Numbers → Add Phone Number. Choose a local number. Cost is ~$1.15/month. This enables automated SMS follow-ups.
💡 SMS converts 5–8× better than email for appointment reminders and follow-ups.
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5
Set Up Email Sending Domain
Go to Settings → Email Services. Connect your domain (crediblefly.com) for professional email sending. This prevents emails from going to spam.
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🗂️ GoHighLevel
Step 2: Build Your 4 Pipelines
Pipelines track where every client is in your process. Create all 4 now — you'll use them every day.
📥 Pipeline 1: Sales
New Lead → Contacted → Qualified → Proposal Sent → Won / Lost
🚀 Pipeline 2: Onboarding
Just Signed → Credit Audit → Portal Setup → Letters Sent → Onboarded
🔧 Pipeline 3: Service Delivery
Round 1 → Round 2 → Round 3 → Round 4 → Graduated
🔄 Pipeline 4: Retention
Active → At Risk → Paused → Past Due → Re-engaged
1
Navigate to Pipelines in GHL
In your CredibleFly sub-account, go to Opportunities → Pipelines → + Add Pipeline. Create each of the 4 pipelines above, adding each stage as a column.
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2
Add Custom Fields to Contacts
Go to Settings → Custom Fields and add fields to track credit-repair-specific data per contact.
Custom Fields to Add:
• Starting Credit Score (Number)
• Current Credit Score (Number)
• Target Score (Number)
• Current Round (Number)
• Bureaus Disputed (Dropdown: EQ / EXP / TU)
• Items Removed (Number)
• Plan Type (Dropdown: Repair / Globetrotter / Elite)
• Dispute Status (Dropdown: Active / Pending / Won / Escalated)
• Starting Credit Score (Number)
• Current Credit Score (Number)
• Target Score (Number)
• Current Round (Number)
• Bureaus Disputed (Dropdown: EQ / EXP / TU)
• Items Removed (Number)
• Plan Type (Dropdown: Repair / Globetrotter / Elite)
• Dispute Status (Dropdown: Active / Pending / Won / Escalated)
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3
Import Your Existing Clients
Export the billing clients from your admin panel (Billing → Export CSV), then import into GHL via Contacts → Import. Map the fields during import.
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⚡ GoHighLevel
Step 3: Set Up Automations
Automations run follow-ups, reminders, and onboarding sequences without you lifting a finger. Build these 5 workflows.
1
New Lead Welcome Sequence
Trigger: Contact added to Sales pipeline → Lead stage. Sends a 3-step welcome sequence.
Trigger: Opportunity created in Sales → New Lead
Action 1 (Immediate): Send SMS
"Hi [FirstName]! This is Mady from CredibleFly 🛩️ You just took the first step to better credit! Reply YES to schedule your free audit."
Action 2 (Day 1): Send Email
Subject: "Your CredibleFly journey starts now ✈️"
Body: [Intro email with consultation link]
Action 3 (Day 3, if no reply): Send SMS
"Hey [FirstName], still interested in fixing your credit? We have 2 spots left this week. Reply YES 👋"
Action 1 (Immediate): Send SMS
"Hi [FirstName]! This is Mady from CredibleFly 🛩️ You just took the first step to better credit! Reply YES to schedule your free audit."
Action 2 (Day 1): Send Email
Subject: "Your CredibleFly journey starts now ✈️"
Body: [Intro email with consultation link]
Action 3 (Day 3, if no reply): Send SMS
"Hey [FirstName], still interested in fixing your credit? We have 2 spots left this week. Reply YES 👋"
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2
New Client Onboarding
Trigger: Opportunity moved to "Won" in Sales pipeline. Kicks off onboarding automatically.
Trigger: Sales pipeline → Won
Action 1: Move to Onboarding pipeline → Just Signed
Action 2: Send SMS
"🎉 Welcome to CredibleFly, [FirstName]! Your credit transformation starts now. Check your email for your portal login."
Action 3: Send Email
Subject: "Welcome! Here's how to access your CredibleFly portal"
Body: [Portal link + login instructions + what to expect]
Action 4 (Day 3): Task created → "Schedule credit audit call with [FirstName]"
Action 1: Move to Onboarding pipeline → Just Signed
Action 2: Send SMS
"🎉 Welcome to CredibleFly, [FirstName]! Your credit transformation starts now. Check your email for your portal login."
Action 3: Send Email
Subject: "Welcome! Here's how to access your CredibleFly portal"
Body: [Portal link + login instructions + what to expect]
Action 4 (Day 3): Task created → "Schedule credit audit call with [FirstName]"
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3
Monthly Dispute Update
Trigger: Recurring monthly (1st of each month). Sends clients their monthly progress update.
Trigger: Date/Time → Every 1st of the month at 10:00 AM
Filter: Contact tag = "Active Client"
Action: Send Email
Subject: "Your CredibleFly Monthly Update — [Month]"
Body: [Score change, items removed, what's coming next, encouragement]
Filter: Contact tag = "Active Client"
Action: Send Email
Subject: "Your CredibleFly Monthly Update — [Month]"
Body: [Score change, items removed, what's coming next, encouragement]
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4
Payment Failed Recovery
Trigger: Stripe webhook → payment failed. Recovers past-due clients automatically.
Trigger: Stripe webhook → invoice.payment_failed
Action 1: Move to Retention pipeline → Past Due
Action 2 (Immediate): Send SMS
"Hi [FirstName], there was an issue processing your CredibleFly payment. Please update your card to keep your dispute progress going. Reply HELP to reach us."
Action 3 (Day 3, if not resolved): Send Email
"Action required: Update payment to avoid service interruption"
Action 4 (Day 7): Task → "Call [FirstName] about past due account"
Action 1: Move to Retention pipeline → Past Due
Action 2 (Immediate): Send SMS
"Hi [FirstName], there was an issue processing your CredibleFly payment. Please update your card to keep your dispute progress going. Reply HELP to reach us."
Action 3 (Day 3, if not resolved): Send Email
"Action required: Update payment to avoid service interruption"
Action 4 (Day 7): Task → "Call [FirstName] about past due account"
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5
Graduation + Upsell Sequence
Trigger: Moved to Graduated stage. Celebrates success and offers next step.
Trigger: Service pipeline → Graduated
Action 1: Send SMS
"🎓 Congratulations [FirstName]! You've completed the CredibleFly program. You've come so far! Check your email for your graduation report."
Action 2: Send Email
Subject: "You did it, [FirstName]! 🎉 Your Credit Graduation Report"
Body: [Summary of progress + upgrade offer to Globetrotter/Elite]
Action 3 (Day 7): Task → "Graduation call with [FirstName] — upsell travel rewards"
Action 1: Send SMS
"🎓 Congratulations [FirstName]! You've completed the CredibleFly program. You've come so far! Check your email for your graduation report."
Action 2: Send Email
Subject: "You did it, [FirstName]! 🎉 Your Credit Graduation Report"
Body: [Summary of progress + upgrade offer to Globetrotter/Elite]
Action 3 (Day 7): Task → "Graduation call with [FirstName] — upsell travel rewards"
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💳 Stripe
Step 4: Create Your Stripe Account
Stripe handles all subscription billing, one-time payments, and invoicing. It connects directly to GoHighLevel for fully automated billing.
Stripe Standard — No monthly fee
2.9% + 30¢ per transaction
1
Create a Stripe Account
Go to stripe.com and sign up. Use your business email. Stripe is free to create — you only pay when you collect a payment.
🌐 Go to Stripe.com →
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2
Activate Your Account (Identity Verification)
Stripe will ask for your business name, EIN or SSN, business address, and bank account to deposit payouts. This is required to accept live payments.
Business Name: CredibleFly (or your LLC name)
Business Type: LLC or Sole Proprietor
Business Category: Financial Services → Credit Repair
Website: crediblefly.com
Bank Account: [Your business checking account for payouts]
Business Type: LLC or Sole Proprietor
Business Category: Financial Services → Credit Repair
Website: crediblefly.com
Bank Account: [Your business checking account for payouts]
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3
Configure Payout Schedule
In Stripe Dashboard → Settings → Payouts, set your payout schedule to Daily or Weekly so money hits your bank account quickly.
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4
Enable Stripe Customer Portal
Go to Stripe Dashboard → Settings → Billing → Customer portal. Enable it and configure what clients can do (update card, view invoices, cancel). This powers self-service billing.
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5
Copy Your API Keys
Go to Stripe Dashboard → Developers → API keys. Copy your Publishable Key and Secret Key — you'll need these to connect to GoHighLevel.
⚠️ Never share your Secret Key publicly. Treat it like a password.
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📦 Stripe
Step 5: Create Your Products & Pricing
Set up the 3 CredibleFly subscription products in Stripe. Each will get a unique payment link you can share with clients or embed on the site.
Products to Create
Credit Repair Plan
Monthly recurring
$99/mo
Globetrotter Plan
Monthly recurring
$197/mo
Elite Plan
Monthly recurring
$497/mo
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Create Each Product in Stripe
In Stripe Dashboard → Products → + Add Product. Create all 3 plans. For each, set: Name, Description, Price (recurring, monthly), and a product image.
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2
Create Payment Links for Each Plan
For each product, go to the product page → Payment Links → Create Link. These are shareable URLs that let clients subscribe immediately. Copy each link.
Credit Repair Payment Link: https://buy.stripe.com/[your-link-1]
Globetrotter Payment Link: https://buy.stripe.com/[your-link-2]
Elite Payment Link: https://buy.stripe.com/[your-link-3]
Globetrotter Payment Link: https://buy.stripe.com/[your-link-2]
Elite Payment Link: https://buy.stripe.com/[your-link-3]
💡 Once you have these links, update the "Upgrade Plan" buttons in your client portal (crediblefly-portal.html) to point to these URLs.
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3
Set Up Webhooks
Webhooks tell GHL when things happen in Stripe (payment failed, subscription cancelled, etc). Go to Stripe → Developers → Webhooks → Add endpoint.
Webhook Endpoint URL: [Your GHL webhook URL — found in GHL → Settings → Integrations → Stripe]
Events to watch:
• invoice.payment_succeeded
• invoice.payment_failed
• customer.subscription.deleted
• customer.subscription.updated
Events to watch:
• invoice.payment_succeeded
• invoice.payment_failed
• customer.subscription.deleted
• customer.subscription.updated
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🔗 Integration
Step 6: Connect GHL ↔ Stripe
Once both accounts are set up, connecting them takes about 10 minutes. After this, every new Stripe subscription automatically creates a contact in GHL.
1
Connect Stripe Inside GHL
In GHL, go to Settings → Integrations → Stripe → Connect. Log in to your Stripe account and authorize the connection. GHL will now sync payment data automatically.
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2
Create Order Forms in GHL (Optional but Powerful)
GHL has built-in order forms that connect to Stripe. Go to Payments → Order Forms → + New. This lets you build branded checkout pages inside GHL without sending clients to Stripe directly.
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3
Test the Integration
Use Stripe's test mode to run a fake payment. In Stripe, use card 4242 4242 4242 4242 with any future expiry. Confirm the contact appears in GHL and the automation fires.
Test Card: 4242 4242 4242 4242
Expiry: Any future date (e.g. 12/30)
CVC: Any 3 digits (e.g. 123)
Zip: Any 5 digits (e.g. 90210)
Expiry: Any future date (e.g. 12/30)
CVC: Any 3 digits (e.g. 123)
Zip: Any 5 digits (e.g. 90210)
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4
Map GHL Tags to Stripe Products
In GHL automations, set up triggers: when a Stripe subscription for product X is created → tag contact as "Repair Plan", "Globetrotter Plan", or "Elite Plan". This auto-segments your list.
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🚪 Client Portal
Step 7: Wire Up the Client Portal
Your client portal (crediblefly-portal.html) is fully built. Now connect it to real client logins, real dispute data, and Stripe billing links.
1
Add Real Client Accounts to the Portal
When a client signs up, add them to the portal's user system. Open crediblefly-portal.html's JavaScript and add them to the PORTAL_DEMO_USERS array, or use the admin to create accounts.
{
id: 'u4',
email: 'client@email.com',
password: 'TempPass2026!', // Client changes this on first login
name: 'Client Name',
plan: 'repair',
planLabel: 'Credit Repair',
score: 580,
startScore: 580,
goal: 720,
joinDate: '2026-04-14'
}
id: 'u4',
email: 'client@email.com',
password: 'TempPass2026!', // Client changes this on first login
name: 'Client Name',
plan: 'repair',
planLabel: 'Credit Repair',
score: 580,
startScore: 580,
goal: 720,
joinDate: '2026-04-14'
}
💡 Future upgrade: A real backend (Firebase, Supabase, or GHL) will store user accounts so you don't need to manually edit code.
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2
Update Billing Buttons with Real Stripe Links
In crediblefly-portal.html, find the "Upgrade Plan" buttons and replace the alert with your actual Stripe payment links.
// Find this line in crediblefly-portal.html:
onclick="alert('Connect Stripe...')"
// Replace with your real Stripe links:
Globetrotter: onclick="window.open('https://buy.stripe.com/YOUR_LINK','_blank')"
Elite: onclick="window.open('https://buy.stripe.com/YOUR_LINK','_blank')"
onclick="alert('Connect Stripe...')"
// Replace with your real Stripe links:
Globetrotter: onclick="window.open('https://buy.stripe.com/YOUR_LINK','_blank')"
Elite: onclick="window.open('https://buy.stripe.com/YOUR_LINK','_blank')"
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3
Host the Portal on Your Domain
Upload all the CredibleFly HTML files to your web hosting (Netlify, Hostinger, GoDaddy, etc.) and point portal.crediblefly.com to crediblefly-portal.html.
🌐 Deploy on Netlify (free) →
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4
Add Portal Link to Onboarding Email
In GHL, update your welcome automation email to include the link to the client portal: https://portal.crediblefly.com
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🚀 Launch
Step 8: Launch Checklist
Before going live, run through this checklist. Check off each item as you complete it.
🏢 GoHighLevel
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GHL account created & verified✓
CredibleFly sub-account created✓
All 4 pipelines built✓
Custom fields added to contacts✓
Phone number connected (SMS)✓
Email domain connected✓
All 5 automations built✓
Test automation fired successfully💳 Stripe
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Stripe account activated✓
Bank account connected for payouts✓
3 subscription products created✓
Payment links created for all 3 plans✓
Webhooks set up✓
Test payment successful✓
Customer portal enabled🚪 Client Portal & Site
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All HTML files uploaded to hosting✓
portal.crediblefly.com pointing to portal✓
Stripe payment links updated in portal✓
First client account added to portal✓
Client portal tested end-to-end✓
GHL welcome email includes portal link✓
Onboarding tested with test client🚀
You're Ready to Launch!
Once all boxes are checked, CredibleFly is fully operational. Every new client will flow through GHL, get billed through Stripe, and see their progress in the portal — automatically.