Demo Pilot — Internal Review

KT Bradley CPA

Tuesday, July 07, 2026 · Morning Brief

New Leads (0)

No new leads in the last day.

Waiting On You (6)

(901) 214-299921.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Andrea Mattingly20.7d waiting
Ok, thank you!
Brandon Luckett13.8d waiting
kevin@growabilityequity.com [kevin@growabilityequity.com]. This is his email.  His name is Kevin Anderson.  Below is his
Steven Ryan13.0d waiting
Ok. I approved the request.   Thanks,   Steven Ryan, PE, SE Principal SSS Design Engineers, LLC steven.ryan@sss-e
KURT HOFFAMN12.6d waiting
Stop
Sandreka Miller4.7d 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 (33)

Robert RockerReady for Review · 76d
Dominyk and Seth TurnerDocs Requested · 75d
Amanda CaverDocs Requested · 75d
Michael Gilliard15-Minute Quick Call · 71d
Norman ReedReady for Review · 70d
JOHN WILLIAMSAppt Booked · 64d
Jessica WashingtonDocs Received · 57d
Anya WDocs Requested · 55d
Sean VinsonAppt Booked · 50d
Jecorick JonesDocs Received · 50d
Anthony KimbleDocs Received · 50d
Latonia V DismukeDocs Received · 46d
Sarah Katherine BurtonDocs Received · 46d
Pamela Johnson15-Minute Quick Call · 42d
KURT HOFFAMNDocs Requested · 40d
shermra shellmanAppt Booked · 40d
Adrianne Leibman15-Minute Quick Call · 34d
Najee OdomsClient Intake · 33d
Bob RobertsonClient Intake · 28d
Steven RyanDocs Received · 28d
Raishonna JelksReady for Review · 28d
Tamra IRBYAppt Booked · 27d
Diana Medina GalvanClient Intake · 27d
Carlton AbronClient Intake · 25d
Tameca jackson donavonAppt Booked · 22d
Jacalyn ShirleyClient Intake · 20d
Sandreka MillerClient Intake · 15d
Amy WoodClient Intake · 14d
Kourtnai RogersClient Intake · 14d
Brock JohnsonDocs Received · 14d
Antwan DyeDocs Received · 14d
RASHONNA MOORE15-Minute Quick Call · 13d
Gylla GodfreyClient Intake · 11d

Your Three Moves Today

  1. Reply to (901) 214-2999 — they've been waiting 21.6 days (Call).
  2. Push Robert Rocker forward — stuck at “Ready for Review” for 76 days.
  3. Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 75 days.

Ask About Today

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