VisionPlay / Client Builds / Rob The Credit Guy
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Rob The Credit Guy

Everything we know about the account in one place: business, people, services, funnel, brand, compliance, and access. The single source of truth before we build.

01 / Business Profile

Who they are
BusinessRob The Credit Guy
NicheCredit-repair business coaching
RegionUnited States (English + Spanish)
Websiterobthecreditguycoaching.com
Communityskool.com/robthecreditguy
Phone954-471-0129

02 / People & Approvals

Who decides what

Rob (coach / closer)

Credit-repair coach, 16+ years. Closes high-value strategy calls and owns the offer and voice the AI caller is trained on.

VisionPlay

Builds and runs the GHL system, AI caller, workflows, and integrations.

03 / Services & Pricing

What they sell
ProgramTierPrice
Free Skool communityTier 1Free
Paid Skool communityTier 2$97/mo
VIP coachingTier 3$4,997/yr
Strategy call with RobTier 3 entry20-min call
Credit Mastery Live (event)Eventfrom $299

Skool plans via skool.com/robthecreditguy/plans. Strategy call drives high-ticket coaching.

04 / Ideal Customer

Who they serve

People starting or scaling a credit-repair business, English and Spanish speaking.

Goals

Launch or grow a credit-repair business with proven scripts, training, paid ads, merchant setup, and team building.

Why they buy

Direct access to Rob's experience and a structured community, with a clear tiered path from free to VIP.

Tier discipline

Tier drives the offer. A free (Tier 1) lead must not receive the high-ticket Tier-3 call. Quiz scoring is the control point.

05 / Funnel & Lead Flow

How leads enter

Rob's Quiz

3-tier lead-scoring quiz assigns Tier 1 / 2 / 3 and routes to the AI caller or the free Skool link.

AI Caller (Alex)

VAPI voice agent calls by tier, books the strategy call, or sends the Skool link. Backed by SMS + WhatsApp sequences.

InstagramFacebookSkoolAdsWhatsAppSMS578 existing members (reactivation)

06 / Booking & Calendar

Scheduling rules
Event20-min strategy call with Rob
Booking linkrobthecreditguycoaching.com/book-your-call-161072
Booked byAI caller or sequences

GoHighLevel calendar. WF3 confirms the booking and stops the AI caller once a call is scheduled.

07 / Brand

Look and voice
GreenBlack

Tone

Confident, mentor-led, results-focused, Spanish-capable. AI caller "Alex": max 3 sentences, offer 2 time slots, never pitch twice.

Avoid

Guarantees of deletions, score increases, or funding. Education and structure, not quick-fix claims.

Exact brand colors and fonts are in the client's Living Document (pending read).

08 / Compliance & Legal

Constraints

Frameworks that apply

Credit-services coaching touches CROA, TCPA (SMS/voice consent + STOP), CAN-SPAM (unsubscribe + mailing address), and state credit-services laws. AI voice calls and WhatsApp/SMS sequences need documented consent.

Banned language

No guaranteed deletions, guaranteed score increases, guaranteed funding, instant results, credit sweep, CPN, or new credit identity in any copy or AI script.

09 / Tech & Access

The stack
CRMGoHighLevel
Voice AIVAPI ("Alex")
CommunitySkool
BridgeZapier (Skool to GHL)
MessagingWhatsApp API + A2P 10DLC
PagesClickFunnels subdomain

Login credentials are held securely and are not published here.

10 / Assets Provided

What we have
Scope of WorkList of WorkflowsAI Caller promptSkool welcome promptWorkflows copyWarm-up campaignLead listsTestimonials (audio/video)Living Document (pending read)