Demo Pilot — Internal Review

KT Bradley CPA

Tuesday, July 14, 2026 · Morning Brief

New Leads (0)

No new leads in the last day.

Waiting On You (9)

(901) 214-299928.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Andrea Mattingly27.7d waiting
Ok, thank you!
Brandon Luckett20.8d waiting
kevin@growabilityequity.com [kevin@growabilityequity.com]. This is his email.  His name is Kevin Anderson.  Below is his
Steven Ryan20.0d waiting
Ok. I approved the request.   Thanks,   Steven Ryan, PE, SE Principal SSS Design Engineers, LLC steven.ryan@sss-e
KURT HOFFAMN19.6d waiting
Stop
Sandreka Miller11.7d waiting
Dear Kristen, Thank you for your response. I hope you are feeling better. I will gather the requested documentation fo
Daniel Markum4.5d waiting
Paid.  On Thu, Jul 9, 2026, 7:48 PM KT Bradley CPA <info@ktbradleycpa.com [info@ktbradleycpa.com]> wrote: > Location
Jacalyn Shirley3.9d waiting
Hello,   What documents do you need? I got this email but no other information?   Thank you, Jacalyn Shirley   Fr
Jessie Ramirez0.6d waiting
Quick call

Today (0)

Nothing on the calendar today.

Stuck (31)

Robert RockerReady for Review · 83d
Dominyk and Seth TurnerDocs Requested · 82d
Amanda CaverDocs Requested · 82d
Michael Gilliard15-Minute Quick Call · 78d
Norman ReedReady for Review · 77d
JOHN WILLIAMSAppt Booked · 71d
Jessica WashingtonDocs Received · 64d
Anya WDocs Requested · 62d
Sean VinsonAppt Booked · 57d
Jecorick JonesDocs Received · 57d
Latonia V DismukeDocs Received · 53d
Pamela Johnson15-Minute Quick Call · 49d
KURT HOFFAMNDocs Requested · 47d
shermra shellmanAppt Booked · 47d
Adrianne Leibman15-Minute Quick Call · 41d
Najee OdomsClient Intake · 40d
Steven RyanDocs Received · 35d
Tamra IRBYAppt Booked · 34d
Diana Medina GalvanClient Intake · 34d
Carlton AbronClient Intake · 32d
Tameca jackson donavonAppt Booked · 29d
Sandreka MillerClient Intake · 22d
Amy WoodClient Intake · 21d
Kourtnai RogersClient Intake · 21d
Brock JohnsonDocs Received · 21d
RASHONNA MOORE15-Minute Quick Call · 20d
Gylla GodfreyClient Intake · 18d
Jonathan LambertClient Intake · 14d
Yvonne SkaggsClient Intake · 14d
Jason JohnsonDocs Received · 14d
Shiloh WilliamsDocs Received · 14d

Your Three Moves Today

  1. Reply to (901) 214-2999 — they've been waiting 28.6 days (Call).
  2. Push Robert Rocker forward — stuck at “Ready for Review” for 83 days.
  3. Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 82 days.

Ask About Today

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