Out of the contractvia Not recordedDirection not recordednot confirmed as a complaint yet
$3,000
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.
Ezugo Obiakor
Elle Obiakor
Dallas
Elly R
2026-08-27
2026-08-27
$3,000
$450
$3,000
24d ago
24d ago
Not recorded
crm-note
What has happened so far
Elle Obiakor complained on 2026-08-27 — 24 days ago. They signed for $3,000 and have paid $450, with no instalment plan started. Square has actually taken $0 — $450 less than the ledger shows.Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-08-27Elly RThanks Jill! Husband not too on board but mom really wants this so she went ahead and stared. Understands can not cancel
2026-08-27intake scanlogged on the desk
2026-08-24Jill SFully confirmed. And CRAP, I accidentally booked a 4 yo at 3:30. I just realized it when confirming; for some reason I thought he was 7. I tried to get them in earlier during confirmation, b
2026-08-21Jill SMom owns her own hair studio. Dad is from Nigeria. Mom is very excited to bring him because she loves styling his outfits, he is very mature for his age and she believes he will kill it in t
Cancel contract
Elly R - 08/27/2026 18:27 Thanks Jill! Husband not too on board but mom really wants this so she went ahead and stared. Understands can not cancel
Evidence gathered 2026-09-19
How they pay
No instalments scheduled — finance has not started. $450 taken up front, $2,550 outstanding.
never
0of 0 · $0
0
$450
$2,550
—
Square has taken $00 payments · 1 scheduled, not charged
The CRM shows $450 — Square is $450 lower. 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 3
Elly R2026-08-27 18:27
Thanks Jill! Husband not too on board but mom really wants this so she went ahead and stared. Understands can not cancel
Jill S2026-08-24 13:04
Fully confirmed. And CRAP, I accidentally booked a 4 yo at 3:30. I just realized it when confirming; for some reason I thought he was 7. I tried to get them in earlier during confirmation, but mom said she already made arrangements.
Jill S - 08/24/2026 13:04 - Changed confirmed from No to Full
Jill S2026-08-21 13:24
Mom owns her own hair studio. Dad is from Nigeria. Mom is very excited to bring him because she loves styling his outfits, he is very mature for his age and she believes he will kill it in the studio.
Client is aware pkgs start at $399 and to be prepared to make a financial decision the day of hte shoot
What happens next
Call the clientCustomer service
Offer retentionCustomer service
Confirm in writing to the clientCustomer servicemust be done to close
Who has had it
intake scan logged 2026-08-27
Pick your name at the top of the page to work this case.