Client Next Steps

You Purchased. Now Let’s Move Correctly.

Use this page after checkout to access your product, prepare for your call, complete required forms, and contact support the right way.

Start Here

Follow the Right Path After Purchase

Select the option that matches what you bought so you know exactly what to do next.

Digital Products

For planners, vaults, guides, downloads, and digital action plans.

  • Check your email after checkout
  • Download/save your files
  • Review the instructions inside
View Downloads
Strategy Calls

Prepare before your call so your time is focused and productive.

  • Have your credit report ready
  • Write your top goals
  • Bring funding/application questions
Book/View Services
Concierge Clients

Use the portal and forms requested during onboarding for your package.

  • Complete required intake
  • Keep monitoring connected
  • Watch for email updates
Client Portal
Tradeline Orders

Complete Your Placement Form

If you purchased or requested tradeline placement, complete the form so the correct details are submitted for review.

Step 1: Submit Form

Use the official placement form and enter your details carefully.

Complete Placement Form
Step 2: Watch Timing

Tradelines should be ordered in time for the statement date. Availability, pricing, spots, and posting windows can change quickly.

View Tradelines
Step 3: Keep Proof

Save your confirmation, emails, and any proof requested. Refunds or replacements depend on the terms listed for the service.

Contact Support
Process

What Happens After Checkout

1

Order Confirmation

Check the email used at checkout for receipts, download links, and next instructions.

2

Submit What Is Required

Complete any intake, placement, or onboarding forms connected to your service.

3

Prepare for Review

Have credit reports, business details, goals, screenshots, or questions ready based on your purchase.

4

Check Email for Updates

Support and service updates are sent by email. Always include your name, order email, and service purchased when reaching out.

Support

How to Contact Support

For faster help, include your full name, checkout email, order number if available, service purchased, and screenshots when needed.

Email Support

Use the contact page for client questions, service updates, and support requests.

Contact Page
Business Hours

Support is handled during business hours. Please allow reasonable response time before sending duplicate messages.

Read FAQs
Client Portal

Use the portal for monitoring and account access when required for your package.

Open Portal
FAQ

Quick Answers

Do purchases guarantee approvals, funding, posting, or score increases?

No. Christina The CEO provides education, strategy, planning, products, and support. Credit results, funding approvals, tradeline posting, bureau reporting, and timelines are not guaranteed.

What if I bought the wrong service?

Contact support with your checkout email and order details so the team can review the best next step.

Where do I complete the tradeline form?

Use the Complete Placement Form button on this page or on the Tradelines page.

Need Help Choosing the Next Step?

Start with the Work With Christina page or contact support so you are guided to the correct path.