Credit & Refund Request Form

Credit & Refund Request Form

Please complete the form below. Some credits will require Manager's approval. All refunds require Manager's approval. Note: Refunds should be the exception, not the rule.
Your Name*

First NameLast Name
Your Email*
example@example.com
Client Name*
Date*

MonthDayYear
Team*

OnboardingClient SuccessSocial MediaClient Experience (CX)SupportSalesIDXBillingProduct
Service*

WebsiteMLSSEOBlogsCopywritingSocial MediaPaid AdsCopilotCustomer serviceReferralPrivate Listing Network
Which category best fits your credit/refund request?*

For a service issue or missed deliverableTo preserve a relationship or protect our brandLack of performance/unmet expectationsCourtesy credit while onboardingCourtesy credit due to an unresponsive clientCredit for months paid towards new 12 month term (extension)Financial HardshipSales DebookingWhite Label Apple Developer FeeReferral creditCourtesy incentive
Is this for a past-due balance associated with a downgrade or cancellation?*
What is the client's tier plan?*

Launch+Brand+Growth+Premium+Leads ProSEO ProAll-InMM/Enterprise
Credit or Refund?*
Amount *
Please let us know the amount for the credit/refund.
Managers Name*
Managers Email*
Managers Email 2
example@example.com
Reason for the credit or refund:*
Should be Empty: