Resources / Running the business
PDF · Carousel · Template (.docx)
Client Onboarding Checklist
A step-by-step intake checklist from signed agreement to the first dispute batch, built for owner-run files.
What is inside
- The compliance gates that must clear before any payment or work
- Intake documents, identity verification and secure data handling
- A day-by-day first 30 days with owner sign-off points
Who it is for: Credit repair business owners and their staff setting up a new client file, on any software or spreadsheet.
Preview of the Instagram carousel for this resource.
Questions
Can I start disputes before the contract is signed?
No. The compliance gates clear first, including the written contract and the rights statement. Start work only after the client signs.
Does completing this checklist change a credit report?
No. The checklist sets up a compliant process. Outcomes depend on what the bureaus and creditors verify, and no one can promise them.
SCAIL is software and does not repair credit or promise results. Educational information, not legal advice. Laws change; verify with counsel.