bucket not setvia Not recordedDirection not recordednot confirmed as a complaint yet
$850
held by Audra T — 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.
Neal Goyal
Neal Goyal
Orlando
Audra T
—
2026-08-21
$850
$1,700
$850
30d ago
30d ago
Not recorded
crm-note
What has happened so far
Neal Goyal complained on 2026-08-21 — 30 days ago. They signed for $850 and have paid $1,700. It sits with Audra T — 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
2026-08-21Audra Toffered mps 2500 on 12 months.
2026-08-21Audra Tjust lost his job. Can't commit to monthly payments at this time. sent images. went over contract. thank you!
2026-08-21intake scanlogged on the desk
2026-08-18Courteney MNo prior professional experience, but has done short films for student projects as his main passion is acting. He has been told in the past that he looks good on camera and wants to give it
Hardship
Audra T - 08/21/2026 17:45 just lost his job. Can't commit to monthly payments at this time. sent images. went over contract. thank you!
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $8001 payment, 2026-08-21 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
Audra T2026-08-21 17:46
offered mps 2500 on 12 months.
Audra T2026-08-21 17:45
just lost his job. Can't commit to monthly payments at this time. sent images. went over contract. thank you!
Courteney M2026-08-18 16:23
No prior professional experience, but has done short films for student projects as his main passion is acting. He has been told in the past that he looks good on camera and wants to give it a try. Currently in between jobs. Hobbies include working out, going to the movies, and reading he wants new book recommendations. Also has a passion for singing but only in private. Did not share street address.
Client knows: we are not an agency, packages stat 399, come prepared to make financial decision
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.