bucket not setvia 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.
Hamza Mohammed
Hamza Mohammed
Dallas
Rachel S
—
2026-09-13
$50
$100
$50
7d ago
7d ago
Not recorded
crm-note
What has happened so far
Hamza Mohammed 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.
2026-09-13Rachel Sfelt we were a scam kept calling Hannas phone while i was speaking to see if my phone would ring said hes too busy to add this to his schedule i tried to explain we are separate but work tog
2026-09-13intake scanlogged on the desk
2026-09-10Hanna LConfirmed and is excited for his photoshoot. Hanna L - 09/10/2026 13:25 - Changed confirmed from Half to Full
2026-09-10Hanna LText me all wardrobe options late last night. He is at the dentist and is going to call me in 2 hours to do verbal confirmation.
2026-09-09Hanna LLft vm msg.
2026-09-09Hanna LHe is sending me his wardrobe options. Hanna L - 09/09/2026 18:23 - Changed confirmed from No to Half
2026-09-04Hanna LOriginally from Ethiopia and moved here 3 years ago. He said, my motivation comes from a strong interest in fashion, commercial branding, and building a professional career in the industry.
Scam claim
Rachel S - 09/13/2026 17:10 felt we were a scam kept calling Hannas phone while i was speaking to see if my phone would ring said hes too busy to add this to his schedule i tried to explain we are separate but work together and im not sure if he understood
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $501 payment, 2026-09-04 to 2026-09-04
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
Rachel S2026-09-13 17:10
felt we were a scam kept calling Hannas phone while i was speaking to see if my phone would ring said hes too busy to add this to his schedule i tried to explain we are separate but work together and im not sure if he understood
Hanna L2026-09-10 13:25
Confirmed and is excited for his photoshoot.
Hanna L - 09/10/2026 13:25 - Changed confirmed from Half to Full
Hanna L2026-09-10 10:50
Text me all wardrobe options late last night. He is at the dentist and is going to call me in 2 hours to do verbal confirmation.
Hanna L2026-09-09 18:30
Lft vm msg.
Hanna L2026-09-09 18:23
He is sending me his wardrobe options.
Hanna L - 09/09/2026 18:23 - Changed confirmed from No to Half
Hanna L2026-09-04 15:53
Originally from Ethiopia and moved here 3 years ago. He said, my motivation comes from a strong interest in fashion, commercial branding, and building a professional career in the industry. Works at Autobody Shop. Plays Soccer. He is Majoring in Digital Marketing. Knows it's 3+ hours and packages start at 399. We are not the Agency.
What happens next
Call the clientCustomer service
Walk them through the agreementCustomer servicemust be done to close
Confirm in writingCustomer servicemust be done to close
Who has had it
intake scan logged 2026-09-13
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