bucket not setvia Not recordedDirection not recordednot confirmed as a complaint yet
$4,000
nobody is holding this
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.
Gabriela Brooks
Gabriela Brooks
Dallas
Elly R
2026-08-27
2026-08-24
$4,000
$650
$4,000
27d ago
24d ago
Not recorded
crm-note
What has happened so far
Gabriela Brooks complained on 2026-08-24 — 27 days ago. They signed for $4,000 and have paid $650, with no instalment plan started. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-08-27Elly RShe came back to do MSP and sign
2026-08-27Elly RClient received a call and had an appointment to attend to and bank issue, she abruptly left and did not select images or finish a contract so this is not a no sale
2026-08-24Aryanna Snever modeled before she has been told to model for years and now she wants to take it more seriously and she has lost 50lbs disabled veteran and doesn't work has 3 girls and is going throug
2026-08-24intake scanlogged on the desk
Hardship
Aryanna S - 08/24/2026 13:53 never modeled before she has been told to model for years and now she wants to take it more seriously and she has lost 50lbs disabled veteran and doesn't work has 3 girls and is going through a divorce Client is aware we are not an agency, packages start at $399 and a financial decision will be made on the day.
Evidence gathered 2026-09-19
How they pay
No instalments scheduled — finance has not started. $650 taken up front, $3,350 outstanding.
never
0of 0 · $0
0
$650
$3,350
—
Square has taken $6001 payment, 2026-08-27 to 2026-08-27 · 1 scheduled, not charged
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
Elly R2026-08-27 17:39
She came back to do MSP and sign
Elly R2026-08-27 17:16
Client received a call and had an appointment to attend to and bank issue, she abruptly left and did not select images or finish a contract so this is not a no sale
Aryanna S2026-08-24 13:53
never modeled before
she has been told to model for years and now she wants to take it more seriously and she has lost 50lbs
disabled veteran and doesn't work
has 3 girls and is going through a divorce
Client is aware we are not an agency, packages start at $399 and a financial decision will be made on the day.
Aryanna S - 08/24/2026 13:53 - Changed confirmed from No to Full
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 2026-08-24
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