Money offvia Not recordedDirection not recordednot confirmed as a complaint yet
$4,000
held by Chicago Reception — because they replied last, on 2026-08-22. Anybody can take it over.
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.
Kira Tesch
Lissa Bailey
Chicago
Megan B
—
2026-08-22
$4,000
$8,000
$4,000
29d ago
26d ago
Not recorded
crm-note
What has happened so far
Lissa Bailey complained on 2026-08-22 — 29 days ago. They signed for $4,000 and have paid $8,000. It sits with Chicago Reception — because they replied last, not because they picked it up. Nobody has recorded reading it.Nothing on file says who spoke last.
2026-08-27derived from the notesholds it, because they replied last
2026-08-22Chicago ReceptionClient didn't have jeans, but had a sky blue pj pants as the last option.-chris
2026-08-22intake scanlogged on the desk
2026-08-21Andrew Lwent over $399 and sent email to get best package
2026-08-17Andrew LModel is meant to do this. Loves to be a ham and the center of attention. She can sing, act, dance. mom knows that "Give your child a confidence-boosting "healthy hobby" that builds a fun wa
We offered
Chicago Reception - 08/22/2026 15:34 Client didn't have jeans, but had a sky blue pj pants as the last option.-chris
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $4,0002 payments, 2026-08-17 to 2026-08-22
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 3
Chicago Reception2026-08-22 15:34
Client didn't have jeans, but had a sky blue pj pants as the last option.-chris
Andrew L2026-08-21 15:20
went over $399 and sent email to get best package
Andrew L2026-08-17 16:41
Model is meant to do this. Loves to be a ham and the center of attention. She can sing, act, dance. mom knows that "Give your child a confidence-boosting "healthy hobby" that builds a fun way to make money for college (or whatever they might need in the future) in a safe, professional environment. Spend quality time with your child while teaching them business skills as well as ways to make money. Our risk-free photoshoots are designed for fun and skill-building, with a strict policy that parents remain present every step of the way. It's the perfect way to turn their natural potential into a rewarding head start for their future. "
Mom works full time and they live in a nice single family.
Andrew L - 08/19/2026 12:01 - 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 2026-08-22
Pick your name at the top of the page to work this case.