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Hardship / cannot pay

Kimberly Schrader C4054170

bucket not set via Not recorded Direction not recorded not confirmed as a complaint yet
$1,000
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 them Today, on the number on file. Emailing them Replying in writing. Making an offer A reduction or a revised plan — record it below. Checking something first The account, the product, the contract. Not with the client yet. Passing it on It belongs with another team — hand it over below. Waiting on them The ball is with the client. Set a date to chase. Leaving it for now A deliberate decision to do nothing yet. Needs a reason and a date to look again. It is finished Nothing outstanding — close it below.

Pick your name above and these become clickable.

Mira Barnett
Kimberly Schrader
Chicago
Megan B
2026-08-29
2026-08-29
$1,000
$150
$1,000
22d ago
22d ago
Not recorded
crm-note

What has happened so far

Kimberly Schrader complained on 2026-08-29 — 22 days ago. They signed for $1,000 and have paid $221, 1 of 1 instalments. Nobody is holding it. Nobody has recorded reading it. Nothing on file says who spoke last.

  1. 2026-08-29 Megan B Very excited to try something out - moms on disability and has a small fixed income. dad not around to help - wanted to do MSP but was not possible
  2. 2026-08-29 Bobbie M Only $8,000 away from target :)
  3. 2026-08-29 intake scan logged on the desk
  4. 2026-08-25 Bobbie M Confirmed fully/is excited/arrive 15 mins early/ wardrobe/ drink & snack/ understands $399 Bobbie M - 08/25/2026 16:01 - Changed confirmed from No to Full
  5. 2026-08-25 Bobbie M No professional modeling experience. Mira has always wanted to model. She loves posing and mom said she loves taking photos. Mom works full-time as a care giver. Height is 5'2. She did gymna
Hardship
Megan B - 08/29/2026 18:48 Very excited to try something out - moms on disability and has a small fixed income. dad not around to help - wanted to do MSP but was not possible

Evidence gathered 2026-09-19

How they pay
2026-09-03 $71
1 of 1 · $71
0
$150
$779
—
Square has taken $221 3 payments, 2026-08-25 to 2026-08-31 · 1 scheduled, not charged
Agrees with the CRM.
Each mark is one instalment, oldest first — filled paid, red missed, hollow still to come.
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 4
  • Megan B 2026-08-29 18:48
    Very excited to try something out - moms on disability and has a small fixed income. dad not around to help - wanted to do MSP but was not possible
  • Bobbie M 2026-08-29 14:53
    Only $8,000 away from target :)
  • Bobbie M 2026-08-25 16:01
    Confirmed fully/is excited/arrive 15 mins early/ wardrobe/ drink & snack/ understands $399 Bobbie M - 08/25/2026 16:01 - Changed confirmed from No to Full
  • Bobbie M 2026-08-25 16:00
    No professional modeling experience. Mira has always wanted to model. She loves posing and mom said she loves taking photos. Mom works full-time as a care giver. Height is 5'2. She did gymnastics in the past. She did track last season. 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

  1. Call the client Customer service
  2. Walk them through the agreement Customer service must be done to close
  3. Confirm in writing Customer service must be done to close

Who has had it

  • intake scan logged 2026-08-29

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