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Stirgus CreditRepair
We are beginning to face a few concerns with the self checkout feature, not having the option to add a spouse (like the old CRC webform)-see attached.
BEFORE: Clients could select "add a spouse" and enter their spouse's info/email and only have to enter their card on file for services ONCE.
NOW (with self checkout): An individual would have to sign up, enter their card, complete onboarding, then go all the way back to the website and do this all back over again for their spouse.
Beating @Keenan to his questions:
WHY IS THIS A CONCERN/IMPORTANT?
  1. 90% of customers who enroll are married couples/trying to buy a home, therefore they both are in need of services.
  2. When couples enroll, we tell them they have to put their card on file again, when enrolling their spouse-but we will cancel the second subscription once the spouse enroll. This makes them feel worried, as if they will be paying the couples plan TWICE. Some couples have the initial spouse enroll first, then when they go back to enroll the other spouse, see they have to select a plan AGAIN, most of them stop and exit the screen (thinking they will be charged double).
  3. As you can see attached, our solo plan is $100/month and couples pay a discounted price of $150/both. Yes, we could change it to $75, but then the customer's card would be under two subscriptions and most bank will decline/fraud detect double billing, which is why we charge a total of $150 per couples, and deactivate the other subscription once the spouse enrolls (which is a inconvenience as well). This would also make solo clients sign up for the wrong plan, if they noticed one plan was $75 vs $100 (as many people do not read the details).
HOW SHOULD THIS BE DONE IN CRC?
  1. Just like the old CRC weblead form. Have an option to add spouse, select couple's plan ONCE and allow initial spouse to complete self checkout onboarding as normal. (And have a popup message that says your spouse onboarding has went to their email, please have them complete it).
  2. To REALLY automate this, allow the option to add a spouse. The initial spouse completes onboarding as normal, THEN AT THE END, the self check feature says "Ok, now let's complete your spouses enrollment", which allows them both to complete onboarding all in one screen. (or if not ready to complete spouses onboarding, then of course onboarding is still sent to the spouse's email as before).