Demo Pilot — Internal Review

KT Bradley CPA

Tuesday, July 28, 2026 · Morning Brief

New Leads (4)

(832) 355-0885Unknown source · Jul 27, 09:14 PM

(713) 517-6905Unknown source · Jul 27, 07:56 PM

(838) 221-5747Unknown source · Jul 27, 07:55 PM

Dana BelinContact Us · Jul 27, 01:11 PM

Waiting On You (7)

Brandon Luckett34.8d waiting

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

Steven Ryan34.0d waiting

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

KURT HOFFAMN33.6d waiting

Stop

Sandreka Mille5.9d waiting

logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail

Ebony MITCHELL5.2d 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) 214-29994.6d waiting

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

(800) 981-88980.8d waiting

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

Today (0)

Nothing on the calendar today.

Stuck (40)

Robert RockerReady for Review · 97d

Dominyk and Seth TurnerDocs Requested · 96d

Amanda CaverDocs Requested · 96d

Michael Gilliard15-Minute Quick Call · 92d

Norman ReedReady for Review · 91d

JOHN WILLIAMSAppt Booked · 85d

Jessica WashingtonDocs Received · 78d

Anya WDocs Requested · 76d

Sean VinsonAppt Booked · 71d

Jecorick JonesDocs Received · 71d

Latonia V DismukeDocs Received · 67d

Pamela Johnson15-Minute Quick Call · 63d

KURT HOFFAMNDocs Requested · 61d

shermra shellmanAppt Booked · 61d

Adrianne Leibman15-Minute Quick Call · 55d

Steven RyanDocs Received · 49d

Tamra IRBYAppt Booked · 48d

Tameca jackson donavonAppt Booked · 43d

Brock JohnsonDocs Received · 35d

RASHONNA MOORE15-Minute Quick Call · 34d

Jason JohnsonDocs Received · 28d

Shiloh WilliamsDocs Received · 28d

Unmatched Offroad & Diesel Performance LLCExtension 2025 · 22d

RJ JacksonExtension 2025 · 21d

Kymberli DiamondExtension 2025 · 21d

Brian LittleExtension 2025 · 21d

Darryl & Danielle SmithExtension 2025 · 21d

Clifford StillsExtension 2025 · 21d

Donald DunnExtension 2025 · 21d

Rachel Christina PaytonExtension 2025 · 21d

Beverly iwualaExtension 2025 · 21d

Evans CharlesExtension 2025 · 21d

Keisha McDanielExtension 2025 · 21d

Bob RobertsonDocs Received · 20d

Kumbia LewisDocs Received · 20d

Vivian WatkinsDocs Received · 19d

Candace GregoryAppt Booked · 14d

Leslie Simon Leslie SimonClient Intake · 13d

Ebony MITCHELLClient Intake · 12d

Cory HinojosaAppt Booked · 12d

Your Three Moves Today

Reply to Brandon Luckett — they've been waiting 34.8 days (Email).
Push Robert Rocker forward — stuck at “Ready for Review” for 97 days.
Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 96 days.

Ask About Today

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