Their productvia Not recordedDirection not recordednot confirmed as a complaint yet
$250
nobody is holding this
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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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Jay Green
Jay Green
Dallas
Lauren B
2026-09-15
2026-09-15
$250
$50
$250
5d ago
5d ago
Not recorded
crm-note
What has happened so far
Jay Green complained on 2026-09-15 — 5 days ago. They signed for $250 and have paid $50. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-09-15Reception DallasKicked him out had to walk home said it was 20hrs has no money for ride
2026-09-15Lauren B6 images for today hes not working and said he has .05 in bank account, wants to save up and upgrade to model start in a week or 2 for 4k with 400 down, he was WEIRD and i got him out quickl
2026-09-15intake scanlogged on the desk
2026-09-11Corban AHe's not shy and very confident Bit of an odd ball "Works remote" He's a bit of an oddball but he is very excited for the opportunity and sees this as a way out from a normal 9-5 Client is a
No photos
Lauren B - 09/15/2026 16:17 6 images for today hes not working and said he has .05 in bank account, wants to save up and upgrade to model start in a week or 2 for 4k with 400 down, he was WEIRD and i got him out quickly, he was kinda creeping me out and said he has to walk home and that he was going to cry and after i said goodbye he stood in the office for like 30 seconds and just stared at the ground and said nothing. very awkward
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $00 payments · 1 scheduled, not charged
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
Reception Dallas2026-09-15 17:01
Kicked him out had to walk home said it was 20hrs has no money for ride
Lauren B2026-09-15 16:17
6 images for today hes not working and said he has .05 in bank account, wants to save up and upgrade to model start in a week or 2 for 4k with 400 down, he was WEIRD and i got him out quickly, he was kinda creeping me out and said he has to walk home and that he was going to cry and after i said goodbye he stood in the office for like 30 seconds and just stared at the ground and said nothing. very awkward
Corban A2026-09-11 16:55
He's not shy and very confident
Bit of an odd ball
"Works remote"
He's a bit of an oddball but he is very excited for the opportunity and sees this as a way out from a normal 9-5
Client is aware pkgs start at $399 and to be prepared to make a financial decision the day of the shoot.
Corban A - 09/11/2026 16:55 - Changed confirmed from No to Half
Corban A - 09/11/2026 16:55 - Changed confirmed from Half to Full
What happens next
Check portal accessCustomer service
Check production statusProduction
Deliver itProductionmust be done to close
Confirm with the clientCustomer servicemust be done to close
Who has had it
intake scan logged 2026-09-15
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