Money backvia Not recordedDirection not recordednot confirmed as a complaint yet
$2,800
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.
A'zari Hudson
Lindrill Anderson
Orlando
Alex V
—
2026-09-14
$2,800
$5,600
$2,800
6d ago
2d ago
Not recorded
crm-note
What has happened so far
Lindrill Anderson complained on 2026-09-14 — 6 days ago. They signed for $2,800 and have paid $5,600. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-09-18Tyesha HClient called in to discuss the packages I went over them and we agreed to the MSP for $2,800 BO Upsell for Back Office BO Upsell Sheet + Production + Calendar Emailed client contract to sig
2026-09-16Tyesha HClient called in stating that she was told that she could receive the full package for $1k I explained that I didn't see anything in the system that corresponded with what she mentioned I to (in writing)
2026-09-14Natalia GranadoIssued deposit refund
2026-09-14intake scanlogged on the desk
2026-09-10Victoria Mfully confirmed Victoria M - 09/10/2026 12:02 - Changed confirmed from No to Full
2026-07-30Victoria MA'Zari has never done any modeling before. Mom has wanted to get her into it for a while. She is really into it. Grandma got Mom into dancing when she was younger, but she also wanted to mod
Square has taken $2,8001 payment, 2026-09-18 to 2026-09-18
Agrees with the CRM.
Correspondence with the client 1 — emails and anything quoted back, in full
Tyesha H2026-09-16 10:47
Client called in stating that she was told that she could receive the full package for $1k
I explained that I didn't see anything in the system that corresponded with what she mentioned
I told her that for $1k, I could give her the full selection
In an effort to help, I sent her the promo with discounted rates, as she would like to pay in full
I emailed:
Inquiries Studio <inquiries@studio-1.us>
Attachments
10:42?AM (4 minutes ago)
to lindrill.anderson76
Hello Lindrill,
Thank you for your call today.
As discussed, I’ve included the promotion with the discounted rates for your review. I hope this is helpful, and I look forward to hearing from you.
image.png
Kind Regards,
Tyesha
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 5
Tyesha H2026-09-18 11:12
Client called in to discuss the packages
I went over them and we agreed to the MSP for $2,800
BO Upsell for Back Office
BO Upsell Sheet + Production + Calendar
Emailed client contract to sign
Natalia Granado2026-09-14 11:46
Issued deposit refund
Victoria M2026-09-10 12:02
fully confirmed
Victoria M - 09/10/2026 12:02 - Changed confirmed from No to Full
Victoria M2026-07-30 14:12
A'Zari has never done any modeling before. Mom has wanted to get her into it for a while. She is really into it. Grandma got Mom into dancing when she was younger, but she also wanted to model. Mom works full time. She is excited.
They understand we are not an agency and that professional photos are essential for paid opportunities. Support is contingent on passing assessment, with packages starting at $399 and presented on shoot day only. All shoot details and pointers have been shared to ensure a successful start.
Victoria M - 07/30/2026 14:12 - Changed confirmed from No to Attempted
Victoria M - 07/30/2026 15:10 - Changed confirmed from Attempted to No
Victoria M - 08/11/2026 12:23 - Changed confirmed from No to Full
Victoria M - 08/13/2026 13:46 - Changed confirmed from Full to No
Victoria M - 08/13/2026 13:50 - Changed confirmed from No to Full
Victoria M - 09/01/2026 14:33 - Changed confirmed from Full to No
Victoria M2026-06-26 17:33
Cousin plus 1
What happens next
Read the evidence and decide the positionCustomer service
Decide the outcomeManagementmust be done to close
Confirm with the clientCustomer servicemust be done to close
Who has had it
intake scan logged 2026-09-14
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