bucket not setvia Not recordedWaiting on the client · 7dnot confirmed as a complaint yet
$400
nobody is holding this
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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.
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Lia Dos Anjos Pereira
Fabiana Dos Anjos Pereira
Dallas
Rachel S
—
2026-09-13
$400
$800
$400
7d ago
7d ago
Not recorded
crm-note
What has happened so far
Fabiana Dos Anjos Pereira complained on 2026-09-13 — 7 days ago. They signed for $400 and have paid $800. Nobody is holding it.Nobody has recorded reading it. We answered last, 7 days ago. The ball is with them.
2026-09-13Rachel Smom just lost her job a couple weeks ago so offered 2k model start to pay in full or 4k to finance mom said give me a few weeks gave her corp card and will fu when she can pay doesn't want t
2026-09-13intake scanlogged on the desk
2026-09-10Bari MMom Fabiana is a single mom and originally from Brazil. She is in Texas about 20 years. Lia has a very good personality. She loves getting dressed up, princesses and taking pictures. She wil
Hardship
Rachel S - 09/13/2026 17:28 mom just lost her job a couple weeks ago so offered 2k model start to pay in full or 4k to finance mom said give me a few weeks gave her corp card and will fu when she can pay doesn't want to finance so i told her i would credit the 350 paid up front today toward which ever avenue works best
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $3501 payment, 2026-09-13 to 2026-09-13
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 2
Rachel S2026-09-13 17:28
mom just lost her job a couple weeks ago so offered 2k model start to pay in full or 4k to finance mom said give me a few weeks gave her corp card and will fu when she can pay doesn't want to finance so i told her i would credit the 350 paid up front today toward which ever avenue works best
Bari M2026-09-10 11:21
Mom Fabiana is a single mom and originally from Brazil. She is in Texas about 20 years. Lia has a very good personality. She loves getting dressed up, princesses and taking pictures. She will be 6 on Halloween. She just started kindergarten and loves it! She loves ice skating. She goes to church school. She likes to sing and dance. Mom thinks she'd be a good fit for modeling. Wants her to try!
What happens next
Call the clientCustomer service
Walk them through the agreementCustomer servicemust be done to close
Confirm in writingCustomer servicemust be done to close
Who has had it
intake scan logged 2026-09-13
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