Money offvia Not recordedDirection not recordednot confirmed as a complaint yet
$50
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.
Jenavie Raymond
Joanne Jean Pierre
Boston
Jodi S
—
2026-09-02
$50
$100
$50
18d ago
17d ago
Not recorded
crm-note
What has happened so far
Joanne Jean Pierre complained on 2026-09-02 by undefined — 18 days ago. They signed for $50 and have paid $100. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-09-03Maddy Bps sent - needs csv call
2026-09-02Jodi SBBACK OPP 6 Images
2026-09-02Jodi S**HOLD MARKED UNDER T4057851 - Jenavie** 1 image added to Jenavie's purchased folder
2026-09-02Jodi S***IMPORTANT***. Here are the Ref #'s for the other two. Added these notes into the other ref 3s Joleen - T4057822 Jeanna - T4057851 mom not working - had reconstructive knee surgery mom was
2026-09-02intake scanlogged on the desk
2026-09-01Kristie G***IMPORTANT NOTES FOR VIEWER*** ***IMPORTANT NOTES FOR VIEWER*** ***IMPORTANT NOTES FOR VIEWER*** Mom almost didnt book triplets becuase she read our reviews and said she saw reviews statin
We offered, Hardship
Jodi S - 09/02/2026 18:21 ***IMPORTANT***. Here are the Ref #'s for the other two. Added these notes into the other ref 3s Joleen - T4057822 Jeanna - T4057851 mom not working - had reconstructive knee surgery mom was aware of the 399 starting price, and the $50 she put down for each daughter. mom doesnt have the resources to pay for 6 images for 1 child, nevermind 399 for each Did not want to pressure her based on all of your notes, mom wanted time to think about it, and look through the girls pictures individually - sent the tear sheets for both Joleen & jeanna & added 1 image to the purchased folder for Joleen. Marked the other 2 sisters as not viewed…
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $4002 payments, 2026-09-01 to 2026-09-06
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
Maddy B2026-09-03 16:13
ps sent - needs csv call
Jodi S2026-09-02 18:34
BBACK OPP 6 Images
Jodi S2026-09-02 18:29
**HOLD MARKED UNDER T4057851 - Jenavie**
1 image added to Jenavie's purchased folder
Jodi S2026-09-02 18:21
***IMPORTANT***.
Here are the Ref #'s for the other two. Added these notes into the other ref 3s
Joleen - T4057822
Jeanna - T4057851
mom not working - had reconstructive knee surgery
mom was aware of the 399 starting price, and the $50 she put down for each daughter.
mom doesnt have the resources to pay for 6 images for 1 child, nevermind 399 for each
Did not want to pressure her based on all of your notes, mom wanted time to think about it, and look through the girls pictures individually - sent the tear sheets for both Joleen & jeanna & added 1 image to the purchased folder for Joleen.
Marked the other 2 sisters as not viewed - This was 1 viewing. this was not 3 viewings, this was an unemployed mom with 3 daughters. She has a $50 deposit on Jeanna & Jenavie ($100) - she knows whatever she purchases the deposit of $150 will go towards. I sent one picture of the 3 of them, so mom is aware she "purchased" that image and if decides she isnt moving forward.
Most likely is 6 images total, 1 of each daughter and 3 of them together.
Tried to get the mom to commit today using the deposit already in and she would not.
Advsd if she was getting 6 images, we have $150 - the balance would be $250
She needed time
Kristie G2026-09-01 16:37
***IMPORTANT NOTES FOR VIEWER***
***IMPORTANT NOTES FOR VIEWER***
***IMPORTANT NOTES FOR VIEWER***
Mom almost didnt book triplets becuase she read our reviews and said she saw reviews stating pressure to spend large amounts and being forced into decisions. I infromed her this is not the case and that I would note the booking notes for viewer so this way the viewer knows moms situation financially and we can work together to ensure the girls can get portfolio if they pass. When working on portfolio discussions please take the following into consideration:
1)Mom is on medical leave. SHE IS aware that portfolios start at 399.00 but wants to know if all girls pass if we could work something out for all 3 or studio would do any deal. I told her I would note this for viewer.
2)Mom used After Pay for 150.00 deposit (50.00 each sister) She knows this can be used towards portfolio
3) Mom wants to know all financing options. I explained she can use deposit, Afterpay, AND also told her we do in house financing and that I would note to viewer to go over ALL options.
4) Biggest thing here I think is going to be able to have mom know you know all this information and given we know this information, that we are considering her situation and WORKING WITH HER to make portfolios possible for her to purchase .
5) If you go for high package and day of deciison talks , it will shut down image purchase more than likely as mom on edge after online reviews. Best advice I could share is mom just needs you to factor in the information I provided above and really just work with her on how we can make images purchase possible and realistic to situation.
6) Mom was approved for After Pay easy peezy for the 150.00 - not sure though of the full approval amount, I tried to ask but she didn't state the total but if you ask again mom will be straightforward with you I think , she wants to be realistic - I told her be honest with her situation and we will see what we can do.
7) Mom knows deposit for booking can be used towards portfolios and that we can offer financing directly through studio. The way I see it is worst case 399.00 x3 at least 150.00 deposit we have can cover 10% down .
TRIPLET SISTERS
8 YRS OLD/ Mom not sure about height but told her we will do this at the studio
Kids are identical and were in the Whitney Houston movie - they played baby bobby christina in the movie and were switched out playing the role. I told mom they will probably have plenty of opportunity as identical triplets. This might help going into more and offsetting the costs of images with the bigger picture and potential the girls have.
Told mom many Christmas things starting to cast/audition and tons of opportunity. Mom has seen possibility when girls did Whitney Houston movie and she wants to see where girls can go in this.
OPEN TO ALL OPPORTUNITIES
AWARE OF 399.00
GOOD LUCK! AND Thank you :)
Evan C - 09/01/2026 16:40 - Changed confirmed from No to Full
What happens next
Establish their positionDebt collection
Make the offerDebt collection
Confirm the new amount in writingDebt collectionmust be done to close
Who has had it
intake scan logged 2026-09-02
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