Money offvia EmailWaiting on US · 19dnot 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 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.
Neva Howard
Neva Howard
Studio 1
Terri M
2025-05-29
2026-09-01
$4,000
$2,080
$4,000
19d ago
19d ago
Email
crm-note
What has happened so far
Neva Howard complained on 2026-09-01 by email — 19 days ago. They signed for $4,000 and have paid $2,080, 2 of 2 instalments. Nobody is holding it.Nobody has recorded reading it.The ball is with us — they wrote last, 19 days ago, and nobody has replied.
2026-09-01intake scanlogged on the desk
2026-04-23Charles CCalled client in regards to the past dues, client said she is still homeless, and to give her call again in May...
2026-02-05Charles CCalled client in regards to the past dues, client said she is homeless and is only on social security and asks that we give her until the end of March to make a payment.
2025-12-10Caet Wsent f/u email: Please let us know if the offer to refinance your monthly payments would be helpful to you so we can properly adjust your account.
2025-12-03Caet Wclient emailed: I am at a financial stop right now and unable to pay any longer. I would like to end the payments as of today. Currently I am only receiving my social security each month and (in writing)
2025-09-03Zachary LSent 30 day
2025-06-02Alex Noblecillahttps://nevahoward.modelingfolio.com/ Studio-1: Your website and zCards have been sent out via email from production.studio1.west38@gmail.com. Please search M2599714 in your email search bar (in writing)
2025-05-30Alex NoblecillaStudio 1: Your images and model guide have been sent out. Expect it in your inbox or spam folder in 20 min. Please search "WeTransfer" in your email.
2025-05-30Zachary Lrecurring set
2025-05-29Terri Mi love this woman , wow she has been through it. good job glenn
2 earlier entries — the whole thread is under Evidence below.
Wants cut, Hardship
Caet W - 09/01/2026 08:21 client emailed: There is no way I am going to be able to make a full payment or a payment of 800.00. I am in the middle of paying a hospital bill that I cant afford to make. I can try and pay 50.00 a month until paid off or you can reduce the payment I owe. I am in a pickle right now. Thank you in advance for your understanding. responded: Thank you for your email. Monthly payment options are available if you're unable to make a full payment. To receive the courtesy $800 discount, the minimum monthly payment we can provide is $93.33. Please call our office at 954-369-2372 to speak with a representative who will gladly assist you no later than September 14th.
Evidence gathered 2026-09-19
How they pay
2025-07-31$240
2of 2 · $480
0
$1,600
$1,920
—
Square has taken $2,0554 payments, 2025-05-21 to 2025-06-30 · 12 failed
Agrees with the CRM.
Each mark is one instalment, oldest first — filled paid, red missed, hollow still to come.
Correspondence with the client 2 — emails and anything quoted back, in full
Caet W2025-12-03 08:11
client emailed: I am at a financial stop right now and unable to pay any longer. I would like to end the payments as of today. Currently I am only receiving my social security each month and at a standstill. If there is a payment plan available, please let me know.
responded: Thank you for your email. We show you currently have a balance of $1,920 and you're set up for monthly payments of $240. Would it be helpful if we lowered this amount? We could split your remaining balance into 12 even installments of $160.
Alex Noblecilla2025-06-02 13:08
https://nevahoward.modelingfolio.com/
Studio-1: Your website and zCards have been sent out via email from production.studio1.west38@gmail.com. Please search M2599714 in your email search bar.
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 9
Charles C2026-04-23 11:11
Called client in regards to the past dues, client said she is still homeless, and to give her call again in May...
Charles C2026-02-05 15:58
Called client in regards to the past dues, client said she is homeless and is only on social security and asks that we give her until the end of March to make a payment.
Caet W2025-12-10 09:25
sent f/u email: Please let us know if the offer to refinance your monthly payments would be helpful to you so we can properly adjust your account.
Zachary L2025-09-03 16:19
Sent 30 day
Alex Noblecilla2025-05-30 09:22
Studio 1: Your images and model guide have been sent out. Expect it in your inbox or spam folder in 20 min. Please search "WeTransfer" in your email.
Zachary L2025-05-30 09:12
recurring set
Terri M2025-05-29 15:25
i love this woman , wow she has been through it. good job glenn
Teddy M2025-05-22 11:38
Client called to confirm and she is ready
Teddy M - 05/22/2025 11:38 - Changed confirmed from No to Full
Glenn M2025-05-21 15:42
has a skin care line and fragrant oils is a registered nurse has autistic son has disability income does diamond dotting, Been to Chicago, Mississippi, Texas, Indiana
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 2026-09-01
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