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.
Andrew Beckles
Andrew Beckles
Studio 1
Naomi W
2026-08-28
2026-08-24
$4,000
$500
$4,000
27d ago
26d ago
Not recorded
crm-note
What has happened so far
Andrew Beckles complained on 2026-08-24 — 27 days ago. They signed for $4,000 and have paid $500, with no instalment plan started. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-08-25Monica EAPPT CONFIRMED - still putting outfits together + understand portfolios start at $399 + asked to bring ID & CC / Debit card + reviewed advice for shoot, snacks & drinks Monica E - 08/25/2026
2026-08-24Monica EWHY DID YOU APPLY: Did a Caribbean fashion show during college - was offered to model at that time however declined as he didn't feel comfortable OCCUPATION: part time tai chi instructor (fr
2026-08-24intake scanlogged on the desk
Hardship
…t time however declined as he didn't feel comfortable OCCUPATION: part time tai chi instructor (free T & Fri) HEIGHT: 5'11" HOBBIES: working out, goes to church on Sundays and relaxes at home, plays chess TATTOOS: yes SKIN ALLERGIES: no MEDICAL CONDITIONS: no OTHER NOTES: from NY, in Florida over 8 years - had a brain surgery as he has seizures ***Client is aware we ARE NOT an agency, package prices start at $399 and needs to make a decision on the day of the shoot. We reviewed outfits and photo shoot preparations.
Evidence gathered 2026-09-19
How they pay
No instalments scheduled — finance has not started. $500 taken up front, $2,500 outstanding.
never
0of 0 · $0
0
$500
$2,500
—
Square has taken $5002 payments, 2026-08-24 to 2026-08-28
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 2
Monica E2026-08-25 15:32
APPT CONFIRMED - still putting outfits together + understand portfolios start at $399 + asked to bring ID & CC / Debit card + reviewed advice for shoot, snacks & drinks
Monica E - 08/25/2026 15:32 - Changed confirmed from No to Full
Monica E2026-08-24 13:17
WHY DID YOU APPLY: Did a Caribbean fashion show during college - was offered to model at that time however declined as he didn't feel comfortable
OCCUPATION: part time tai chi instructor (free T & Fri)
HEIGHT: 5'11"
HOBBIES: working out, goes to church on Sundays and relaxes at home, plays chess
TATTOOS: yes
SKIN ALLERGIES: no
MEDICAL CONDITIONS: no
OTHER NOTES: from NY, in Florida over 8 years - had a brain surgery as he has seizures
***Client is aware we ARE NOT an agency, package 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 2026-08-24
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