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Hardship / cannot pay

Fernando Reyes Martinez C4054666

bucket not set via Not recorded Direction not recorded not confirmed as a complaint yet
$50
nobody is holding this
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What are you doing about it?

Calling them Today, on the number on file. Emailing them Replying in writing. Making an offer A reduction or a revised plan — record it below. Checking something first The account, the product, the contract. Not with the client yet. Passing it on It belongs with another team — hand it over below. Waiting on them The ball is with the client. Set a date to chase. Leaving it for now A deliberate decision to do nothing yet. Needs a reason and a date to look again. It is finished Nothing outstanding — close it below.

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Fernando Reyes Martinez
Fernando Reyes Martinez
Chicago
Megan B
—
2026-09-05
$50
$100
$50
15d ago
15d ago
Not recorded
crm-note

What has happened so far

Fernando Reyes Martinez complained on 2026-09-05 — 15 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.

  1. 2026-09-05 Megan B Did not speak much English, had our mua help translate. He was devastated bc his financial situation is so bad right now and doesnt have the $. Was very grateful to keep the deposit so he ca
  2. 2026-09-05 intake scan logged on the desk
  3. 2026-09-02 Edmond M Confirmed fully/is excited/arrive 15 mins early/ wardrobe/ drink & snack/ understands $399 Edmond M - 09/02/2026 11:25 - Changed confirmed from No to Full
  4. 2026-08-26 Edmond M He works Ft in food catering business for mcormik food line.. he loves to hit the gym and watch movies, he is a big family man and loves hanging out with his kids... he has always dreamed of
Hardship
Megan B - 09/05/2026 15:35 Did not speak much English, had our mua help translate. He was devastated bc his financial situation is so bad right now and doesnt have the $. Was very grateful to keep the deposit so he can try to find a way to get something.

Evidence gathered 2026-09-19

How they pay

No payment schedule on file for this reference.

Square has taken $0 0 payments
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 3
  • Megan B 2026-09-05 15:35
    Did not speak much English, had our mua help translate. He was devastated bc his financial situation is so bad right now and doesnt have the $. Was very grateful to keep the deposit so he can try to find a way to get something.
  • Edmond M 2026-09-02 11:25
    Confirmed fully/is excited/arrive 15 mins early/ wardrobe/ drink & snack/ understands $399 Edmond M - 09/02/2026 11:25 - Changed confirmed from No to Full
  • Edmond M 2026-08-26 13:19
    He works Ft in food catering business for mcormik food line.. he loves to hit the gym and watch movies, he is a big family man and loves hanging out with his kids... he has always dreamed of trying this industry out regardless of outcome he is excited... knows packages start at $399 knows decision needs to be made knows we are not an agency

What happens next

  1. Call the client Customer service
  2. Walk them through the agreement Customer service must be done to close
  3. Confirm in writing Customer service must be done to close

Who has had it

  • intake scan logged 2026-09-05

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