Out of the contractvia EmailDirection 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.
Lovens-Matthew Joseph
Lovens-Matthew Joseph
Orlando
Alex V
2026-07-23
2026-09-03
$3,000
$350
$3,000
17d ago
17d ago
Email
crm-note
What has happened so far
Lovens-Matthew Joseph complained on 2026-09-03 by email — 17 days ago. They signed for $3,000 and have paid $350, with no instalment plan started. Square has actually taken $150 — $200 less than the ledger shows.Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-08-18Maddy Bsent to Mana for outreach call today - mb
2026-07-27Audra TMom showed up at the office today again. She thought I told her to. What I told her was…”we will send you a welcome email Monday or Tuesday that will include his photos from today and the we
2026-07-24Audra Tmom came in to cancel. They wanted the photos for free. I explained everything and mom decided to keep this purchase and upgrade to msp for 3k instead. had him leave the back office a messag
2026-07-24Natalia GranadoRecurring set
2026-07-24Kendrick PI called no answer left vm --------------------- I emailed Inquiries Studio <inquiries@studio-1.us> 10:58?AM (0 minutes ago) to yinfirrogh Hello Lovens, Thank you for your email. I attempted (in writing)
2026-07-24Mariana Nwhen i called he asked when he would get his $50 back, clarified that he deposited those $50 and that it goes towards the balance of his package and he said he and his mom were on the way th
2026-07-24Ronnie KClient texted: I want to cancel 10:17 PM /// Forward to Inquiries
2026-07-20Debbi Hfully confirmed * all outfits will be ready Debbi H - 07/20/2026 18:45 - Changed confirmed from No to Full
1 earlier entries — the whole thread is under Evidence below.
Cancel contract, Hardship
…ur products, provide information regarding your next steps for pursuing opportunities, and address any questions or concerns you may have. Unfortunately, we have not yet been able to connect with you. I also noticed that no payments have been made since you entered into the financing agreement. If you are experiencing financial difficulties or would like to make the account more manageable, I would be happy to review your account and see what options may be available. We want to make sure you have access to your products and the resources available to you, and help you get back on track. Please reply to this email or contact me at your earliest convenience so we can assist you. Kind Regards, Kendrick
Evidence gathered 2026-09-19
How they pay
No instalments scheduled — finance has not started. $350 taken up front, $2,650 outstanding.
never
0of 0 · $0
0
$350
$2,650
—
Square has taken $1502 payments, 2026-07-20 to 2026-07-23 · 1 scheduled, not charged
The CRM shows $350 — Square is $200 lower. Check before quoting a balance to this client.
Correspondence with the client 1 — emails and anything quoted back, in full
Kendrick P2026-07-24 10:58
I called no answer left vm
---------------------
I emailed
Inquiries Studio <inquiries@studio-1.us>
10:58?AM (0 minutes ago)
to yinfirrogh
Hello Lovens,
Thank you for your email.
I attempted to give you a call; however, I was unable to reach you.
I would like the opportunity to discuss your request for cancellation and review your account to see what assistance or options may be available. Please feel free to reply to this email or give us a call at your convenience, and I will be happy to assist you.
Kind Regards,
Kendrick
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
Mariana N2026-08-18 12:54
no asnwer couldnt lvm email resent
Maddy B2026-08-18 11:58
sent to Mana for outreach call today - mb
Audra T2026-07-27 10:06
Mom showed up at the office today again. She thought I told her to. What I told her was…”we will send you a welcome email Monday or Tuesday that will include his photos from today and the websites to start applying to the jobs”. She thought I said for her to come in. This is their second time to show up unannounced. They are definitely not listening to me or to alex. Mom said she was charged two points to come into the office today. She gets charged pts to take off work and if she takes 18 pts, she gets fired. I apologized for the misunderstanding, however, I never tell people to come back in. Just notating so everyone knows what took place today.
07/29/2026 16:28 - [Jul 29, 2026, 4:28 PM] Natalie: Removed from AI: No reason provided
Audra T2026-07-24 12:00
mom came in to cancel. They wanted the photos for free. I explained everything and mom decided to keep this purchase and upgrade to msp for 3k instead. had him leave the back office a message about this.
Natalia Granado2026-07-24 11:07
Recurring set
Mariana N2026-07-24 09:53
when i called he asked when he would get his $50 back, clarified that he deposited those $50 and that it goes towards the balance of his package and he said he and his mom were on the way there(?) a very confusing call. didnt send next steps email and sent him the email for inquiries
Ronnie K2026-07-24 09:02
Client texted:
I want to cancel
10:17 PM
/// Forward to Inquiries
Debbi H2026-07-20 18:45
fully confirmed * all outfits will be ready
Debbi H - 07/20/2026 18:45 - Changed confirmed from No to Full
Debbi H2026-07-20 18:40
work - IHOP
mom told him about modeling
he also delivers Uber eats
hangs with friends
travels
works out
athletic
bike rides every day
in good shape
knows and understands he needs a professional portfolio and to be prepared
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 2026-09-03
Pick your name at the top of the page to work this case.