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Hardship / cannot pay

John Ely N4063729

bucket not set via Not recorded Waiting on the client · 6d 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.

Pick your name above and these become clickable.

John Ely
John Ely
Nashville
Liz G
—
2026-09-14
$50
$100
$50
6d ago
6d ago
Not recorded
crm-note

What has happened so far

John Ely complained on 2026-09-14 — 6 days ago. They signed for $50 and have paid $100. Nobody is holding it. Nobody has recorded reading it. We answered last, 6 days ago. The ball is with them.

  1. 2026-09-14 Liz G Hes been laid off 2 months. I told him come up with $150 and we can do something. Great guy.
  2. 2026-09-14 intake scan logged on the desk
  3. 2026-09-11 Scott T -Open to all avenues of modeling -Excited to get started Scott T - 09/11/2026 13:49 - Changed confirmed from No to Full
Hardship
Liz G - 09/14/2026 16:50 Hes been laid off 2 months. I told him come up with $150 and we can do something. Great guy.

Evidence gathered 2026-09-19

How they pay

No payment schedule on file for this reference.

Square has taken $50 1 payment, 2026-09-11 to 2026-09-11
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 2
  • Liz G 2026-09-14 16:50
    Hes been laid off 2 months. I told him come up with $150 and we can do something. Great guy.
  • Scott T 2026-09-11 13:49
    -Open to all avenues of modeling -Excited to get started Scott T - 09/11/2026 13:49 - Changed confirmed from No to Full

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 2026-09-14

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