bucket not setvia Not recordedDirection not recordednot confirmed as a complaint yet
$350
held by Megan B — because they replied last, on 2026-08-21. Anybody can take it over.
Who are you?Pick your name so this desk can record that you read it and what you did.
What are you doing about it?
Calling themToday, on the number on file.Emailing themReplying in writing.Making an offerA reduction or a revised plan — record it below.Checking something firstThe account, the product, the contract. Not with the client yet.Passing it onIt belongs with another team — hand it over below.Waiting on themThe ball is with the client. Set a date to chase.Leaving it for nowA deliberate decision to do nothing yet. Needs a reason and a date to look again.It is finishedNothing outstanding — close it below.
Pick your name above and these become clickable.
Marysia Okoye
Marysia Okoye
Chicago
Megan B
—
2026-08-21
$350
$700
$350
30d ago
30d ago
Not recorded
crm-note
What has happened so far
Marysia Okoye complained on 2026-08-21 — 30 days ago. They signed for $350 and have paid $700. It sits with Megan B — because they replied last, not because they picked it up. Nobody has recorded reading it.Nothing on file says who spoke last.
2026-08-27derived from the notesholds it, because they replied last
2026-08-21Megan BWas extremely disappointed in her body and how it looked in the pics. She loved the experience and loved everyone. She talked for an hour about how she needs to exercise and do a bootcamp. T
2026-08-21intake scanlogged on the desk
2026-08-18Bobbie MConfirmed fully/is excited/arrive 15 mins early/ wardrobe/ drink & snack/ understands $399 Bobbie M - 08/18/2026 12:13 - Changed confirmed from No to Full
2026-08-11Bobbie MNo modeling experience. She is very shy and there was a time in her life she hated taking photos. But as she has grown older she has become more confident in her skin and she just came back
Unhappy
Megan B - 08/21/2026 16:15 Was extremely disappointed in her body and how it looked in the pics. She loved the experience and loved everyone. She talked for an hour about how she needs to exercise and do a bootcamp. This was eye opening for her to see herself. She was super sweet and laughing at herself but didnt want to pursue anything until she gets in shape. I talked her into picking a few of her best photos.
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $3502 payments, 2026-08-11 to 2026-08-21
Agrees with the CRM.
Correspondence with the client 0 — emails and anything quoted back, in full
No email or quoted message on this account.
Email AI
Nothing here is tagged as Email AI — and it would not be:
no note in the CRM carries an AI marker, and there is no automated author among the 246
people who write notes. So this cannot yet tell you whether Email AI handled this client.
The moment Email AI stamps what it writes (anything will do — an [AI] prefix),
its messages appear here and every past thread re-sorts on the next gather.
Internal notes 3
Megan B2026-08-21 16:15
Was extremely disappointed in her body and how it looked in the pics. She loved the experience and loved everyone. She talked for an hour about how she needs to exercise and do a bootcamp. This was eye opening for her to see herself. She was super sweet and laughing at herself but didnt want to pursue anything until she gets in shape. I talked her into picking a few of her best photos.
Bobbie M2026-08-18 12:13
Confirmed fully/is excited/arrive 15 mins early/ wardrobe/ drink & snack/ understands $399
Bobbie M - 08/18/2026 12:13 - Changed confirmed from No to Full
Bobbie M2026-08-11 15:29
No modeling experience. She is very shy and there was a time in her life she hated taking photos. But as she has grown older she has become more confident in her skin and she just came back from vacation in Florida and started taking photos of herself. She sent those photos to friends and they told her she needs to try modeling which is why she applied. She wants to inspire other women in their 50's. She thinks people should be confident in her skin. She is from Poland, she has been here for 26 years. She loves painting. She is very handy, she can build something out of nothing. She loves taking photos of nature. She works as a social worker Mon-Thurs and she has a part-time job where she works 12 hours on a Saturday. She has a Pixie cut.
Client is aware we ARE NOT an agency, that prices start at $399 and needs to make a decision on the day of the shoot. We reviewed outfits and photo shoot preparations.
What happens next
Call the clientCustomer service
Walk them through the agreementCustomer servicemust be done to close
Confirm in writingCustomer servicemust be done to close
Who has had it
intake scan logged 2026-08-21
Pick your name at the top of the page to work this case.