Demo Pilot — Internal Review

KT Bradley CPA

Saturday, July 18, 2026 · Morning Brief

New Leads (0)

No new leads in the last day.

Waiting On You (9)

(901) 214-299932.6d waiting

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

Andrea Mattingly31.7d waiting

Ok, thank you!

Brandon Luckett24.8d waiting

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

Steven Ryan24.0d waiting

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

KURT HOFFAMN23.6d waiting

Stop

Sandreka Miller15.7d waiting

Dear Kristen, Thank you for your response. I hope you are feeling better. I will gather the requested documentation fo

Daniel Markum8.5d waiting

Paid. On Thu, Jul 9, 2026, 7:48 PM KT Bradley CPA <info@ktbradleycpa.com [info@ktbradleycpa.com]> wrote: > Location

Jacalyn Shirley7.9d waiting

Hello, What documents do you need? I got this email but no other information? Thank you, Jacalyn Shirley Fr

JESSIE RAMIREZ0.9d waiting

Great let me know if you need anything else

Today (0)

Nothing on the calendar today.

Stuck (34)

Robert RockerReady for Review · 87d

Dominyk and Seth TurnerDocs Requested · 86d

Amanda CaverDocs Requested · 86d

Michael Gilliard15-Minute Quick Call · 82d

Norman ReedReady for Review · 81d

JOHN WILLIAMSAppt Booked · 75d

Jessica WashingtonDocs Received · 68d

Anya WDocs Requested · 66d

Sean VinsonAppt Booked · 61d

Jecorick JonesDocs Received · 61d

Latonia V DismukeDocs Received · 57d

Pamela Johnson15-Minute Quick Call · 53d

KURT HOFFAMNDocs Requested · 51d

shermra shellmanAppt Booked · 51d

Adrianne Leibman15-Minute Quick Call · 45d

Steven RyanDocs Received · 39d

Tamra IRBYAppt Booked · 38d

Tameca jackson donavonAppt Booked · 33d

Sandreka MillerClient Intake · 26d

Brock JohnsonDocs Received · 25d

RASHONNA MOORE15-Minute Quick Call · 24d

Jason JohnsonDocs Received · 18d

Shiloh WilliamsDocs Received · 18d

Unmatched Offroad & Diesel Performance LLCExtension 2025 · 12d

RJ JacksonExtension 2025 · 11d

Kymberli DiamondExtension 2025 · 11d

Brian LittleExtension 2025 · 11d

Darryl & Danielle SmithExtension 2025 · 11d

Clifford StillsExtension 2025 · 11d

Donald DunnExtension 2025 · 11d

Rachel Christina PaytonExtension 2025 · 11d

Beverly iwualaExtension 2025 · 11d

Evans CharlesExtension 2025 · 11d

Keisha McDanielExtension 2025 · 11d

Your Three Moves Today

Reply to (901) 214-2999 — they've been waiting 32.6 days (Call).
Push Robert Rocker forward — stuck at “Ready for Review” for 87 days.
Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” 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.