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Contract Drafting Questionnaire. Please answer each question thoroughly and fully.
Please fully read the questions and answer each question fully and thoroughly. Failure to provide complete and full responses can lead to a delay in your contract drafting.
I. Personal Information
This Client Agreement is for Which State?
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First name
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Last name
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Business Email Address
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Trust Account Name (FL/SC)
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Registered Agent Name
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Registered Agent Address
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+
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State for Client Agreement
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II. Business Information
Company Name:
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Company City
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Company State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Washington DC
Company Zip code
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County of Business
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Please list the names of the packages you offer:
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What does each package offer?
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Enrollment Fee and Monthly Fee for Each Package:
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Name of Initial Fee
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Enrollment Fee
Audit Fee
First Work Fee
Document Processing Fee
Onboarding Fee
Consultation Fee
Sign-Up Fee
When is the initial fee due?
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How are monthly fees collected?
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The monthly payment will be automatically withdrawn from Consumer's specified checking account each month.
The Consumer will receive an invoice each month for payment.
The first payment is due how many days after enrollment?
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If a client fails to make a designated payment, after how long will you terminate the Client?
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What does your onboarding process consist of? Please be very specific.
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Refund Policy, if any? Please Explain
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When do you send the first round of letters?
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What is the policy if a client does not provide you with the correspondence received from the credit bureaus and creditors?
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What happens if a client applies for new credit cards/loans while in the program?
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How does your client cancel their services? Telephone, email, or letter?
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Do you have a surety bond? In what amount? Who issued it? When was it issued? Address of the surety bond company?
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Do you have a trust account? Name of banking institution and account number. Also what amount is in the account?
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Please provide your business website.
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Do you use Credit Repair Cloud? If not, who do you use?
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Yes
No
No
Which credit monitoring program do you require that your clients use? How much does it cost per month? What is the enrollment fee?
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What is the average amount of time that a client stays in your program?
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Do you offer a money-back guarantee? If so, what do you offer?
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Do you work on active bankruptcy clients?
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Yes
No