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Hardship / cannot pay

Patrick Puckett D4058511

bucket not set via Not recorded Direction not recorded not 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 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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Kinley Puckett
Patrick Puckett
Dallas
Rachel S
—
2026-09-13
$50
$100
$50
7d ago
7d ago
Not recorded
crm-note

What has happened so far

Patrick Puckett complained on 2026-09-13 — 7 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. 2026-09-13 Rachel S she really wants to do this dad is supportive cards maxed dad wants to pay model start offered discount due to financial situation all cards are maxed so he asked if he could do it friday 25
  2. 2026-09-13 intake scan logged on the desk
  3. 2026-09-08 Bari M Spoke with Patrick. They're getting ready and excited! Bari M - 09/08/2026 12:22 - Changed confirmed from No to Full
  4. 2026-09-02 Bari M Kinley took over her dad's Tik Tok account. Patrick and his wife have been submitting applications all over town with no luck. Kinley has been playing softball since she was 5 years old. She
Hardship
Rachel S - 09/13/2026 16:53 she really wants to do this dad is supportive cards maxed dad wants to pay model start offered discount due to financial situation all cards are maxed so he asked if he could do it friday 2500 offered for model start

Evidence gathered 2026-09-19

How they pay

No payment schedule on file for this reference.

Square has taken $50 1 payment, 2026-09-02 to 2026-09-02
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
  • Rachel S 2026-09-13 16:53
    she really wants to do this dad is supportive cards maxed dad wants to pay model start offered discount due to financial situation all cards are maxed so he asked if he could do it friday 2500 offered for model start
  • Bari M 2026-09-08 12:21
    Spoke with Patrick. They're getting ready and excited! Bari M - 09/08/2026 12:22 - Changed confirmed from No to Full
  • Bari M 2026-09-02 14:43
    Kinley took over her dad's Tik Tok account. Patrick and his wife have been submitting applications all over town with no luck. Kinley has been playing softball since she was 5 years old. She's sporty and very competitive. She's very sassy, all about fashion and she's constantly in the mirror. Patrick was SO cool. He has 3 remote jobs. He does electrical design. He's constantly working to give Kinley "her best life". Dad is completely on board/supportive.

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 2026-09-13

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