Demo Pilot — Internal Review

KT Bradley CPA

Friday, July 17, 2026 · Morning Brief

New Leads (0)

No new leads in the last day.

Waiting On You (9)

(901) 214-299931.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Andrea Mattingly30.7d waiting
Ok, thank you!
Brandon Luckett23.8d waiting
kevin@growabilityequity.com [kevin@growabilityequity.com]. This is his email.  His name is Kevin Anderson.  Below is his
Steven Ryan23.0d waiting
Ok. I approved the request.   Thanks,   Steven Ryan, PE, SE Principal SSS Design Engineers, LLC steven.ryan@sss-e
KURT HOFFAMN22.6d waiting
Stop
Sandreka Miller14.7d waiting
Dear Kristen, Thank you for your response. I hope you are feeling better. I will gather the requested documentation fo
Daniel Markum7.5d waiting
Paid.  On Thu, Jul 9, 2026, 7:48 PM KT Bradley CPA <info@ktbradleycpa.com [info@ktbradleycpa.com]> wrote: > Location
Jacalyn Shirley6.9d waiting
Hello,   What documents do you need? I got this email but no other information?   Thank you, Jacalyn Shirley   Fr
JESSIE RAMIREZ0.7d waiting
Hey ms kristi i submitted some docs let me know if recieved

Today (1)

04:30 PMCandace Gregory

Stuck (34)

Robert RockerReady for Review · 86d
Dominyk and Seth TurnerDocs Requested · 85d
Amanda CaverDocs Requested · 85d
Michael Gilliard15-Minute Quick Call · 81d
Norman ReedReady for Review · 80d
JOHN WILLIAMSAppt Booked · 74d
Jessica WashingtonDocs Received · 67d
Anya WDocs Requested · 65d
Sean VinsonAppt Booked · 60d
Jecorick JonesDocs Received · 60d
Latonia V DismukeDocs Received · 56d
Pamela Johnson15-Minute Quick Call · 52d
KURT HOFFAMNDocs Requested · 50d
shermra shellmanAppt Booked · 50d
Adrianne Leibman15-Minute Quick Call · 44d
Steven RyanDocs Received · 38d
Tamra IRBYAppt Booked · 37d
Tameca jackson donavonAppt Booked · 32d
Sandreka MillerClient Intake · 25d
Brock JohnsonDocs Received · 24d
RASHONNA MOORE15-Minute Quick Call · 23d
Jason JohnsonDocs Received · 17d
Shiloh WilliamsDocs Received · 17d
Unmatched Offroad & Diesel Performance LLCExtension 2025 · 11d
RJ JacksonExtension 2025 · 10d
Kymberli DiamondExtension 2025 · 10d
Brian LittleExtension 2025 · 10d
Darryl & Danielle SmithExtension 2025 · 10d
Clifford StillsExtension 2025 · 10d
Donald DunnExtension 2025 · 10d
Rachel Christina PaytonExtension 2025 · 10d
Beverly iwualaExtension 2025 · 10d
Evans CharlesExtension 2025 · 10d
Keisha McDanielExtension 2025 · 10d

Your Three Moves Today

  1. Reply to (901) 214-2999 — they've been waiting 31.6 days (Call).
  2. Prep for 04:30 PM today — Candace Gregory.
  3. Push Robert Rocker forward — stuck at “Ready for Review” for 86 days.

Ask About Today

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