Buyer's remorse — changed their mind · Wants a refund
Jeff Groft D4024909
Money backvia Outreach — we called themWaiting on the client · 16dnot 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.
Kevin Roy
Jeff Groft
Dallas
Lauren B
2026-07-22
2026-09-04
$4,000
$500
$4,000
16d ago
16d ago
Outreach — we called them
crm-note
What has happened so far
Jeff Groft complained on 2026-09-04 by outreach — we called them — 16 days ago. They signed for $4,000 and have paid $500, with no instalment plan started. Square has actually taken $792 — $292 more than the ledger shows.Nobody is holding it.Nobody has recorded reading it. We answered last, 16 days ago. The ball is with them.
2026-09-04intake scanlogged on the desk
2026-07-28Ronnie KClient sent text: Good evening, i don't quite understand this Gmail process or what I'm logging into my account for. But just for clarification, I am no longer interested in perusing any sor
2026-07-23David MWEBSITE DEACTIVATED: MARKED RED ON PROD SHEET:
2026-07-23Kendrick PGiven to Maddy. Client is satisfied with our conversation.
2026-07-23David MStudio-1: Your images have been sent and are now available in your Portal! Please sign into usa-models.com/login to view your dashboard and download the images. For security purposes, we do
2026-07-23Mariana Nhe said he would call me back email sent
2026-07-23Natalia GranadoRecurring set
2026-07-22Lauren Bmodel start package, he is not a citizen and doesn't have a social yet. So we are going to do this, he wants to make sure he can square that away before so he can book jobs, If not he will j
2026-07-22Bari M***Lauren please make sure to collect another $50 deposit outside of whatever package you sell him***
2026-07-22Bari MNow he wants to do it. $50 Refund was already processed.
1 earlier entries — the whole thread is under Evidence below.
Buyer's remorse, Refund
Charles C - 09/04/2026 10:10 Client left vm about a being charged $291.66 on 8/31. it was refunded on 9/1 and called client back but the model said Jeff will call us back later.
Evidence gathered 2026-09-19
How they pay
No instalments scheduled — finance has not started. $500 taken up front, $0 outstanding.
never
0of 0 · $0
0
$500
$0
—
Square has taken $7922 payments, 2026-07-22 to 2026-07-23
The CRM shows $500 — Square is $292 HIGHER. Check before quoting a balance to this client.
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 10
Ronnie K2026-07-28 09:20
Client sent text:
Good evening, i don't quite understand this Gmail process or what I'm logging into my account for. But just for clarification, I am no longer interested in perusing any sort of deals, plans, or packages. I spoke with Kendrick on the phone last week and already informed him of that. I do not authorize ANY payments and would like to not be sent anything. Thank you.
6:20 PM
/// Forward to inquiries, Attn: Kendrick
David M2026-07-23 12:50
WEBSITE DEACTIVATED: MARKED RED ON PROD SHEET:
Kendrick P2026-07-23 12:43
Given to Maddy. Client is satisfied with our conversation.
David M2026-07-23 11:54
Studio-1: Your images have been sent and are now available in your Portal! Please sign into usa-models.com/login to view your dashboard and download the images.
For security purposes, we do not have access to your password. If this is your first time logging in, or if you do not remember your password, please use the Forgot Password option on the login page to create or reset your password.
Please note that the files may take up to an hour to populate from the time this message
is sent out.
Mariana N2026-07-23 11:40
he said he would call me back email sent
Natalia Granado2026-07-23 10:45
Recurring set
Lauren B2026-07-22 13:37
model start package, he is not a citizen and doesn't have a social yet. So we are going to do this, he wants to make sure he can square that away before so he can book jobs, If not he will just put his 500 towards what he can do for images, but he wants to do the model start, payment will be $291.66 but he may call and add additional $500 in 2-3 days. If he does please change monthly payment down to $250.00 a month, please allow this adjustment for him.
Bari M2026-07-22 13:33
***Lauren please make sure to collect another $50 deposit outside of whatever package you sell him***
Bari M2026-07-22 13:23
Now he wants to do it. $50 Refund was already processed.
Rosario A2026-07-20 12:38
He is coming with his grandpa. Likes art and likes makeup. He has always wanted to model.
Rosario A - 07/20/2026 12:41 - Changed confirmed from No to Full
What happens next
Read the evidence and decide the positionCustomer service
Decide the outcomeManagementmust be done to close
Confirm with the clientCustomer servicemust be done to close
Who has had it
intake scan logged 2026-09-04
Pick your name at the top of the page to work this case.