Money backvia Not recordedDirection not recordednot confirmed as a complaint yet
$50
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.
Jillian Kelly
Jillian Kelly
Dallas
Elly R
—
2026-09-04
$50
$100
$50
16d ago
16d ago
Not recorded
crm-note
What has happened so far
Jillian Kelly complained on 2026-09-04 — 16 days ago. They signed for $50 and have paid $100. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-09-04Elly RShe is not wanting to move forward. Cancel out and refund
2026-09-04intake scanlogged on the desk
2026-09-02Estrella DAttempt to confirm- call- lvm reminder text sent Estrella D - 09/03/2026 11:18 - Changed confirmed from Attempted to Full
2026-08-31Estrella Dreminder text sent- She will call me back on the 2nd she is back from her trip.
2026-08-31Estrella Dcall- she is out of the country. Call- reminder tetx sent. Estrella D - 08/31/2026 12:45 - Changed confirmed from No to Attempted
2026-08-19Estrella DShe will be traveling until the 2nd
2026-08-19Estrella DShe is not done professional modeling- her firnds have a clothing line she dose shoot for them . she did some photoshoots for some photographer wedding planner- nany partime Monday to Wenesd
Refund
Elly R - 09/04/2026 16:12 She is not wanting to move forward. Cancel out and refund
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $501 payment, 2026-08-19 to 2026-08-19
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 6
Elly R2026-09-04 16:12
She is not wanting to move forward. Cancel out and refund
Estrella D2026-09-02 11:01
Attempt to confirm- call- lvm reminder text sent
Estrella D - 09/03/2026 11:18 - Changed confirmed from Attempted to Full
Estrella D2026-08-31 12:46
reminder text sent- She will call me back on the 2nd she is back from her trip.
Estrella D2026-08-31 12:45
call- she is out of the country. Call- reminder tetx sent.
Estrella D - 08/31/2026 12:45 - Changed confirmed from No to Attempted
Estrella D2026-08-19 19:14
She will be traveling until the 2nd
Estrella D2026-08-19 19:13
She is not done professional modeling- her firnds have a clothing line she dose shoot for them . she did some photoshoots for some photographer
wedding planner- nany partime Monday to Wenesday events on the weekends.
3 top hobbies: gym- outside nature- love to learn new skills.
scale 1-10 desire to be a modle 10
Visa 5257
What happens next
Read the evidence and decide the positionCustomer service
Decide the outcomeManagementmust be done to close
Confirm with the clientCustomer servicemust be done to close
Who has had it
intake scan logged 2026-09-04
Pick your name at the top of the page to work this case.