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Summit Coaching Co
Cash collection ratio
0%
Up from 47% before Upfront.
Where your money is
Financed 63%
Card in full 12%
Card plan collected 11%
Outstanding 14%
Contracted
$312,000
all time
Cash collected
$268,300
86% of contracted
Paid upfront by lenders
$198,000
63 deals
Outstanding on plans
$43,700
auto-collecting
Recent activity
Deals
| Student | Program | Contracted | Collected | Method | Status | Date |
|---|
Payment links
Customers
| Customer | Lifetime contracted | Collected | Method | Next payment | Status |
|---|
Settings
S
Getting paid
Card payments and payment plans run through your own Stripe. Your money lands in your account, not ours.
$
Financing is already on
Every link checks the student against 300+ lenders automatically. If they qualify, a lender pays you in full and handles their monthly payments. If they don’t, it falls back to a card plan so the sale doesn’t die. Nothing to set up.
A flat 5% on financed deals. Nothing on money you’d have collected anyway. On a $9,000 sale you receive $8,550.
★
After the sale
Runs automatically the moment a student pays.
Send a contract by defaultEvery new link comes with a contract to sign. You can turn it off per link.
Sync deals to my CRMPaid deals get pushed to your CRM with the amount and method. Connected to GoHighLevel.
Ping my closer on SlackA message hits your channel when a deal gets paid, with who and how much. Posting to #sales.