bucket not setvia Not recordedDirection not recordednot confirmed as a complaint yet
$250
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.
Krystle Rose Johnson
Krystal Johnson
Chicago
Megan B
—
2026-08-29
$250
$500
$250
22d ago
22d ago
Not recorded
crm-note
What has happened so far
Krystal Johnson complained on 2026-08-29 — 22 days ago. They signed for $250 and have paid $500. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-08-29Megan BVery uncomfortable making a decision today. Single mom, and didnt want to feel pressured. Wants to think about it, really wanted to do MSP. Wasnt crazy about her images either.
2026-08-29Bobbie MOnly $8,000 away from target :)
2026-08-29intake scanlogged on the desk
2026-08-26Bobbie MConfirmed fully/is excited/arrive 15 mins early/ wardrobe/ drink & snack/ understands $399 Bobbie M - 08/26/2026 10:28 - Changed confirmed from No to Full
2026-08-17Bobbie MNo professional modeling experience. She is an Only Child and mom has always loved taking pictures of her. Mom said she has 27,000 pictures and videos of her in her phone. Mom loves dressing
Unhappy
Megan B - 08/29/2026 15:19 Very uncomfortable making a decision today. Single mom, and didnt want to feel pressured. Wants to think about it, really wanted to do MSP. Wasnt crazy about her images either.
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $2502 payments, 2026-08-17 to 2026-08-29
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
Megan B2026-08-29 15:19
Very uncomfortable making a decision today. Single mom, and didnt want to feel pressured. Wants to think about it, really wanted to do MSP. Wasnt crazy about her images either.
Bobbie M2026-08-29 14:52
Only $8,000 away from target :)
Bobbie M2026-08-26 10:28
Confirmed fully/is excited/arrive 15 mins early/ wardrobe/ drink & snack/ understands $399
Bobbie M - 08/26/2026 10:28 - Changed confirmed from No to Full
Bobbie M2026-08-17 18:00
No professional modeling experience. She is an Only Child and mom has always loved taking pictures of her. Mom said she has 27,000 pictures and videos of her in her phone. Mom loves dressing her up. Every one tells her mom needs to get her started in modeling. Mom works full-time Mon-Fri as a homecare aid. She is in dance and swim class.
Client is aware we ARE NOT an agency, that prices start at $399 and needs to make a decision on the day of the shoot. We reviewed outfits and photo shoot preparations.
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 2026-08-29
Pick your name at the top of the page to work this case.