30-Day CDM Fast Start Guide Step-by-Step Action Plan
- Day 1: Welcome to Your 30-Day Trial
- Day 2: Set Up Your Business Profile
- Day 3: Add Your First Customer
- Day 4: Understand the Customer Profile
- Day 5: Import a Credit Report
- Day 6: Review the Credit Report
- Day 7: Create Your First Dispute
- Day 8: Understand the Dispute Workflow
- Day 9: Use Dispute Reasons and Dispute Instructions the Right Way
- Day 10: Understand Round Management
- Day 11: Use Letters Without Starting From Scratch
- Day 12: Understand AI Letter Tools
- Day 13: Save and Print Disputes
- Day 14: Track Your Disputes and Monitor Results
- Day 15: Providing Client Portal Access
- Day 16: Use the Client Tracking Portal
- Day 17: Collect Client Files
- Day 18: Use Activity Log to Track Client Activity
- Day 19: Send Client Updates
- Day 20: How to Use the Check New Updates
- Day 21: Understand the Results Dashboard
- Day 22: Manage Invoicing
- Day 23: Understand Client Auto Sign-Up
- Day 24: Use Lead and Referral Tracking
- Day 25: Review Credit Monitoring Affiliate Options
- Day 26: Use Automations Carefully
- Day 27: Add Team Members When Ready
- Day 28: Use Training and Certifications
- Day 29: Build Your 30-Day Business Routine
- Day 30: Decide How You Will Use CDM Going Forward