Money offvia PhoneWaiting on the client · 7dnot 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.
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Jacob Watts
Jacob Watts
Dallas
Rachel S
—
2026-09-13
$50
$100
$50
7d ago
7d ago
Phone
crm-note
What has happened so far
Jacob Watts complained on 2026-09-13 by phone — 7 days ago. They signed for $50 and have paid $100. Nobody is holding it.Nobody has recorded reading it. We answered last, 7 days ago. The ball is with them.
2026-09-13Rachel Scan not afford anything to put down no credit cards credit 580 gets paid Wednesday 400-500 down 3k financed over the next 12 months i told him 4k financed and hes worried about payment so if
2026-09-13intake scanlogged on the desk
2026-09-09Michelle MI believe so ???? I'm really excited 9/9 Michelle M - 09/09/2026 13:54 - Changed confirmed from Attempted to Half
2026-09-09Michelle Mlm and sent text 9/9 Michelle M - 09/09/2026 11:04 - Changed confirmed from No to Attempted
2026-08-31Michelle MHe is working welder fabricator 9 years. He does gaming. He has two kids. Girl and boy. He is 5'11. wants to do voice overs and worked for a clothing copmany back in High school.They wants h
Wants cut
Rachel S - 09/13/2026 11:54 can not afford anything to put down no credit cards credit 580 gets paid Wednesday 400-500 down 3k financed over the next 12 months i told him 4k financed and hes worried about payment so if he calls Wednesday im confident 3k financed will close him
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $00 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 4
Rachel S2026-09-13 11:54
can not afford anything to put down no credit cards credit 580 gets paid Wednesday 400-500 down 3k financed over the next 12 months i told him 4k financed and hes worried about payment so if he calls Wednesday im confident 3k financed will close him
Michelle M2026-09-09 13:30
I believe so ???? I'm really excited 9/9
Michelle M - 09/09/2026 13:54 - Changed confirmed from Attempted to Half
Michelle M2026-09-09 11:04
lm and sent text 9/9
Michelle M - 09/09/2026 11:04 - Changed confirmed from No to Attempted
Michelle M2026-08-31 17:21
He is working welder fabricator 9 years. He does gaming. He has two kids. Girl and boy. He is 5'11. wants to do voice overs and worked for a clothing copmany back in High school.They wants him to work for them modeling but didnt work out. zip on card 76856
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 2026-09-13
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