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Unhappy — no specific ask

Katherin Martinz D4041016

bucket not set via Not recorded Direction not recorded not confirmed as a complaint yet
$400
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.

Hannie Mosquera Martinez
Katherin Martinz
Dallas
Rachel S
—
2026-09-05
$400
$800
$400
15d ago
15d ago
Not recorded
crm-note

What has happened so far

Katherin Martinz complained on 2026-09-05 — 15 days ago. They signed for $400 and have paid $800. Nobody is holding it. Nobody has recorded reading it. Nothing on file says who spoke last.

  1. 2026-09-05 Reception Dallas Clients mom was talking out loud complaining about the wait to see pictures and making it obvious to other clients She even said “all they’re gonna do is ask me to pay $3000” We set a proper
  2. 2026-09-05 intake scan logged on the desk
  3. 2026-09-03 Estrella D During my confirmation call, the mom expressed concerns about negative reviews her husband found. I addressed their worries, emphasizing that we can't control unverified feedback. She decide
  4. 2026-09-02 Estrella D fully confirmed!
  5. 2026-08-21 Estrella D Mom works- she works with her husband electrician. Katherine- Mom Leon- is her son she also applied- first time trying- she loves to dress up , goes to dance classes salsa. Likes the attenti
Unhappy
Reception Dallas - 09/05/2026 16:19 Clients mom was talking out loud complaining about the wait to see pictures and making it obvious to other clients She even said “all they’re gonna do is ask me to pay $3000” We set a proper expectation about the wait and let her know she could step out for a break

Evidence gathered 2026-09-19

How they pay

No payment schedule on file for this reference.

Square has taken $350 1 payment, 2026-09-05 to 2026-09-05
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 4
  • Reception Dallas 2026-09-05 16:19
    Clients mom was talking out loud complaining about the wait to see pictures and making it obvious to other clients She even said “all they’re gonna do is ask me to pay $3000” We set a proper expectation about the wait and let her know she could step out for a break
  • Estrella D 2026-09-03 11:23
    During my confirmation call, the mom expressed concerns about negative reviews her husband found. I addressed their worries, emphasizing that we can't control unverified feedback. She decided not to cancel the appointment.
  • Estrella D 2026-09-02 10:54
    fully confirmed!
  • Estrella D 2026-08-21 12:12
    Mom works- she works with her husband electrician. Katherine- Mom Leon- is her son she also applied- first time trying- she loves to dress up , goes to dance classes salsa. Likes the attention. MasterCard 1696 Hobbies: dance, she loves to be update with fashion, gybnastic, very artistic 1-10 Estrella D - 09/01/2026 20:41 - Changed confirmed from No to Attempted Estrella D - 09/02/2026 10:51 - Changed confirmed from Attempted to Full

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 2026-09-05

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