Demo Pilot — Internal Review

KT Bradley CPA

Wednesday, July 08, 2026 · Morning Brief

New Leads (0)

No new leads in the last day.

Waiting On You (6)

(901) 214-299922.6d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Andrea Mattingly21.7d waiting

Ok, thank you!

Brandon Luckett14.8d waiting

kevin@growabilityequity.com [kevin@growabilityequity.com]. This is his email. His name is Kevin Anderson. Below is his

Steven Ryan14.0d waiting

Ok. I approved the request. Thanks, Steven Ryan, PE, SE Principal SSS Design Engineers, LLC steven.ryan@sss-e

KURT HOFFAMN13.6d waiting

Stop

Sandreka Miller5.7d waiting

Dear Kristen, Thank you for your response. I hope you are feeling better. I will gather the requested documentation fo

Today (0)

Nothing on the calendar today.

Stuck (29)

Robert RockerReady for Review · 77d

Dominyk and Seth TurnerDocs Requested · 76d

Amanda CaverDocs Requested · 76d

Michael Gilliard15-Minute Quick Call · 72d

Norman ReedReady for Review · 71d

JOHN WILLIAMSAppt Booked · 65d

Jessica WashingtonDocs Received · 58d

Anya WDocs Requested · 56d

Sean VinsonAppt Booked · 51d

Jecorick JonesDocs Received · 51d

Latonia V DismukeDocs Received · 47d

Pamela Johnson15-Minute Quick Call · 43d

KURT HOFFAMNDocs Requested · 41d

shermra shellmanAppt Booked · 41d

Adrianne Leibman15-Minute Quick Call · 35d

Najee OdomsClient Intake · 34d

Bob RobertsonClient Intake · 29d

Steven RyanDocs Received · 29d

Tamra IRBYAppt Booked · 28d

Diana Medina GalvanClient Intake · 28d

Carlton AbronClient Intake · 26d

Tameca jackson donavonAppt Booked · 23d

Jacalyn ShirleyClient Intake · 21d

Sandreka MillerClient Intake · 16d

Amy WoodClient Intake · 15d

Kourtnai RogersClient Intake · 15d

Brock JohnsonDocs Received · 15d

RASHONNA MOORE15-Minute Quick Call · 14d

Gylla GodfreyClient Intake · 12d

Your Three Moves Today

Reply to (901) 214-2999 — they've been waiting 22.6 days (Call).
Push Robert Rocker forward — stuck at “Ready for Review” for 77 days.
Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 76 days.

Ask About Today

Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.