Out of the contractvia 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.
Sarah Sweetman
Sarah Sweetman
Maps A
Debra W
2026-08-29
2026-08-28
$4,000
$1,050
$4,000
23d ago
22d ago
Not recorded
crm-note
What has happened so far
Sarah Sweetman complained on 2026-08-28 — 23 days ago. They signed for $4,000 and have paid $1,050, with no instalment plan started. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-08-29Debra WModel Start
2026-08-28Selina Mspoke to, confirmed, mentioned she isnt feeling good and i let her know to call the NYC office tomorrow if she needs to cancel/reschedule. Also let her know if she arrives 30 min past her sc
2026-08-28Selina Mleft vm to wish goodluck
2026-08-28intake scanlogged on the desk
2026-08-24Selina Mshes always wanted to give this a shot since she was a child, 5'10, has 3 kids and recently divorced, doing this for herself and works FT as a nurse, Selina M - 08/25/2026 15:16 - Changed co
2026-08-19Selina MAware call recorded, aware we are not an agency, aware package start at $399, aware fin dec must be made day of shoot
Cancel contract
Selina M - 08/28/2026 15:08 spoke to, confirmed, mentioned she isnt feeling good and i let her know to call the NYC office tomorrow if she needs to cancel/reschedule. Also let her know if she arrives 30 min past her scheduled time she will be considered late for her appt.
Evidence gathered 2026-09-19
How they pay
No instalments scheduled — finance has not started. $1,050 taken up front, $2,950 outstanding.
never
0of 0 · $0
0
$1,050
$2,950
—
Square has taken $1,0001 payment, 2026-08-29 to 2026-08-29 · 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 5
Debra W2026-08-29 15:15
Model Start
Selina M2026-08-28 15:08
spoke to, confirmed, mentioned she isnt feeling good and i let her know to call the NYC office tomorrow if she needs to cancel/reschedule. Also let her know if she arrives 30 min past her scheduled time she will be considered late for her appt.
Selina M2026-08-28 15:06
left vm to wish goodluck
Selina M2026-08-24 16:31
shes always wanted to give this a shot since she was a child, 5'10, has 3 kids and recently divorced, doing this for herself and works FT as a nurse,
Selina M - 08/25/2026 15:16 - Changed confirmed from No to Half
Selina M - 08/25/2026 16:57 - Changed confirmed from Half to Full
Selina M2026-08-19 17:36
Aware call recorded, aware we are not an agency, aware package start at $399, aware fin dec must be made day of shoot
What happens next
Call the clientCustomer service
Offer retentionCustomer service
Confirm in writing to the clientCustomer servicemust be done to close
Who has had it
intake scan logged 2026-08-28
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