Demo Pilot — Internal Review

KT Bradley CPA

Thursday, July 09, 2026 · Morning Brief

New Leads (4)

Vivian WatkinsDocuments Upload · Jul 08, 07:46 PM
(940) 393-8660Unknown source · Jul 08, 07:34 PM
(813) 317-1435Unknown source · Jul 08, 03:53 PM
(346) 485-1674Unknown source · Jul 08, 02:12 PM

Waiting On You (7)

(901) 214-299923.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Andrea Mattingly22.7d waiting
Ok, thank you!
Brandon Luckett15.8d waiting
kevin@growabilityequity.com [kevin@growabilityequity.com]. This is his email.  His name is Kevin Anderson.  Below is his
Steven Ryan15.0d waiting
Ok. I approved the request.   Thanks,   Steven Ryan, PE, SE Principal SSS Design Engineers, LLC steven.ryan@sss-e
KURT HOFFAMN14.6d waiting
Stop
Sandreka Miller6.7d waiting
Dear Kristen, Thank you for your response. I hope you are feeling better. I will gather the requested documentation fo
Jacalyn Shirley0.7d waiting
What documents do you need? On Wed, Jul 8, 2026 at 11:46 AM Kristen Bradley <info@ktbradleycpa.com [info@ktbradleycpa.

Today (0)

Nothing on the calendar today.

Stuck (27)

Robert RockerReady for Review · 78d
Dominyk and Seth TurnerDocs Requested · 77d
Amanda CaverDocs Requested · 77d
Michael Gilliard15-Minute Quick Call · 73d
Norman ReedReady for Review · 72d
JOHN WILLIAMSAppt Booked · 66d
Jessica WashingtonDocs Received · 59d
Anya WDocs Requested · 57d
Sean VinsonAppt Booked · 52d
Jecorick JonesDocs Received · 52d
Latonia V DismukeDocs Received · 48d
Pamela Johnson15-Minute Quick Call · 44d
KURT HOFFAMNDocs Requested · 42d
shermra shellmanAppt Booked · 42d
Adrianne Leibman15-Minute Quick Call · 36d
Najee OdomsClient Intake · 35d
Steven RyanDocs Received · 30d
Tamra IRBYAppt Booked · 29d
Diana Medina GalvanClient Intake · 29d
Carlton AbronClient Intake · 27d
Tameca jackson donavonAppt Booked · 24d
Sandreka MillerClient Intake · 17d
Amy WoodClient Intake · 16d
Kourtnai RogersClient Intake · 16d
Brock JohnsonDocs Received · 16d
RASHONNA MOORE15-Minute Quick Call · 15d
Gylla GodfreyClient Intake · 13d

Your Three Moves Today

  1. Reply to (901) 214-2999 — they've been waiting 23.6 days (Call).
  2. Push Robert Rocker forward — stuck at “Ready for Review” for 78 days.
  3. Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 77 days.

Ask About Today

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