Demo Pilot — Internal Review

KT Bradley CPA

Friday, July 24, 2026 · Morning Brief

New Leads (5)

Yvonne Leequickbooks · Jul 24, 12:27 AM
Tammy McduffieContact Us · Jul 23, 07:47 PM
(469) 458-9227Unknown source · Jul 23, 06:58 PM
(214) 420-5942Unknown source · Jul 23, 06:38 PM
(346) 443-4488Unknown source · Jul 23, 02:28 PM

Waiting On You (7)

Brandon Luckett30.8d waiting
kevin@growabilityequity.com [kevin@growabilityequity.com]. This is his email.  His name is Kevin Anderson.  Below is his
Steven Ryan30.0d waiting
Ok. I approved the request.   Thanks,   Steven Ryan, PE, SE Principal SSS Design Engineers, LLC steven.ryan@sss-e
KURT HOFFAMN29.6d waiting
Stop
Sandreka Mille1.9d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
OD Golden Enterprise LLC1.7d waiting
On Wed, Jul 22, 2026 at 2:46 PM octavio colunga <occolunga18@gmail.com [occolunga18@gmail.com]> wrote: > Hello Kris
Ebony MITCHELL1.2d waiting
Sorry it took so long this is what I have access to online. I'm not sure if I have physical letters from before.  On Su
(901) 214-29990.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Today (2)

11:00 AMMarta Cernosek
11:00 AMMarta Cernosek

Stuck (37)

Robert RockerReady for Review · 93d
Dominyk and Seth TurnerDocs Requested · 92d
Amanda CaverDocs Requested · 92d
Michael Gilliard15-Minute Quick Call · 88d
Norman ReedReady for Review · 87d
JOHN WILLIAMSAppt Booked · 81d
Jessica WashingtonDocs Received · 74d
Anya WDocs Requested · 72d
Sean VinsonAppt Booked · 67d
Jecorick JonesDocs Received · 67d
Latonia V DismukeDocs Received · 63d
Pamela Johnson15-Minute Quick Call · 59d
KURT HOFFAMNDocs Requested · 57d
shermra shellmanAppt Booked · 57d
Adrianne Leibman15-Minute Quick Call · 51d
Steven RyanDocs Received · 45d
Tamra IRBYAppt Booked · 44d
Tameca jackson donavonAppt Booked · 39d
Brock JohnsonDocs Received · 31d
RASHONNA MOORE15-Minute Quick Call · 30d
Jason JohnsonDocs Received · 24d
Shiloh WilliamsDocs Received · 24d
Unmatched Offroad & Diesel Performance LLCExtension 2025 · 18d
RJ JacksonExtension 2025 · 17d
Kymberli DiamondExtension 2025 · 17d
Brian LittleExtension 2025 · 17d
Darryl & Danielle SmithExtension 2025 · 17d
Clifford StillsExtension 2025 · 17d
Donald DunnExtension 2025 · 17d
Rachel Christina PaytonExtension 2025 · 17d
Beverly iwualaExtension 2025 · 17d
Evans CharlesExtension 2025 · 17d
Keisha McDanielExtension 2025 · 17d
Jacalyn ShirleyDocs Requested · 16d
Bob RobertsonDocs Received · 16d
Kumbia LewisDocs Received · 16d
Vivian WatkinsDocs Received · 15d

Your Three Moves Today

  1. Reply to Brandon Luckett — they've been waiting 30.8 days (Email).
  2. Prep for 11:00 AM today — Marta Cernosek.
  3. Push Robert Rocker forward — stuck at “Ready for Review” for 93 days.

Ask About Today

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