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Wants a refund

Bo Jensen D4061319

Money back via Not recorded Direction not recorded not 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 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.

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Bo Jensen
Bo Jensen
Dallas
Elly R
2026-09-15
2026-09-15
$4,000
$800
$4,000
5d ago
5d ago
Not recorded
crm-note

What has happened so far

Bo Jensen complained on 2026-09-15 — 5 days ago. They signed for $4,000 and have paid $800. Nobody is holding it. Nobody has recorded reading it. Nothing on file says who spoke last.

  1. 2026-09-15 Tyesha H Client emailed: Bo Jensen Attachments 12:38?PM (9 minutes ago) to me Signed contract ---------------- Signed contract in Vault ---------------- I emailed: Inquiries Studio 12:48?PM (0 minute (in writing)
  2. 2026-09-15 Tyesha H I reached out to the client and explained that I hadn't received the contract yet When he gets home, he will resend it
  3. 2026-09-15 Steph A You received a new voicemail message Info New voicemail message Time: Tuesday, September 15 2026 12:10 PM From: BO JENSEN (405) 492-3322 Duration: 22 seconds Voicemail box: 340 Transcript: H
  4. 2026-09-15 Tyesha H I reached out to the clietn regarding his interest in moving forward with the purchase of a package We agreed to the MSP for $4,000 BO Upsell for Viewer BO Upsell Sheet + Recurring + Product
  5. 2026-09-15 Michelle M Oh I didn't even know I was gonna get a refund lol but I was just trying to call the studio so I can set up my payment plan and pay the down payment to move forward with the modeling process
  6. 2026-09-15 Natalia Granado Issued deposit refund
  7. 2026-09-15 intake scan logged on the desk
  8. 2026-09-14 Michelle M He called and said he gets paid tomorrow and will put the $800 down then. He didnt know how to reach the lady at the studio. I will ask inquiries to call him tomorrow. 9.14
  9. 2026-09-10 Michelle M confirmed 9/10 Michelle M - 09/10/2026 16:27 - Changed confirmed from No to Full
  10. 2026-09-08 Michelle M Likes to play pool running and hicking and driving and fish. Loves to cook. He has been thinking about it for a while. He manages a dinner. He is 6'0
Refund
Natalia Granado - 09/15/2026 10:46 Issued deposit refund

Evidence gathered 2026-09-19

How they pay

No payment schedule on file for this reference.

Square has taken $850 2 payments, 2026-09-08 to 2026-09-15 · 1 scheduled, not charged
Agrees with the CRM.
Correspondence with the client 1 — emails and anything quoted back, in full
  • Tyesha H 2026-09-15 12:55
    Client emailed: Bo Jensen Attachments 12:38?PM (9 minutes ago) to me Signed contract ---------------- Signed contract in Vault ---------------- I emailed: Inquiries Studio 12:48?PM (0 minutes ago) to Bo Hello Bo, Thank you for your email. We have received your signed contract and added it to your file. Kind Regards, Tyesha
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 8
  • Tyesha H 2026-09-15 12:20
    I reached out to the client and explained that I hadn't received the contract yet When he gets home, he will resend it
  • Steph A 2026-09-15 12:12
    You received a new voicemail message Info New voicemail message Time: Tuesday, September 15 2026 12:10 PM From: BO JENSEN (405) 492-3322 Duration: 22 seconds Voicemail box: 340 Transcript: Hi, my name is Bo Jensen. I just spoke with a representative about signing a contract I was just calling to see if you all have received that contract I know I just finished it signed it and sent it to the email. So you can reach me at 405-492-3322. Thank you. You have a good day ----- gave sticky to tyesha
  • Tyesha H 2026-09-15 12:01
    I reached out to the clietn regarding his interest in moving forward with the purchase of a package We agreed to the MSP for $4,000 BO Upsell for Viewer BO Upsell Sheet + Recurring + Production + Calendar I emailed the client contract to sign
  • Michelle M 2026-09-15 11:07
    Oh I didn't even know I was gonna get a refund lol but I was just trying to call the studio so I can set up my payment plan and pay the down payment to move forward with the modeling process.. why was the deposit refunded.. he wants to pay for a portfolio.9/15
  • Natalia Granado 2026-09-15 10:46
    Issued deposit refund
  • Michelle M 2026-09-14 15:49
    He called and said he gets paid tomorrow and will put the $800 down then. He didnt know how to reach the lady at the studio. I will ask inquiries to call him tomorrow. 9.14
  • Michelle M 2026-09-10 16:27
    confirmed 9/10 Michelle M - 09/10/2026 16:27 - Changed confirmed from No to Full
  • Michelle M 2026-09-08 15:17
    Likes to play pool running and hicking and driving and fish. Loves to cook. He has been thinking about it for a while. He manages a dinner. He is 6'0

What happens next

  1. Read the evidence and decide the position Customer service
  2. Decide the outcome Management must be done to close
  3. Confirm with the client Customer service must be done to close

Who has had it

  • intake scan logged 2026-09-15

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