Demo Pilot — Internal Review

KT Bradley CPA

Sunday, August 02, 2026 · Morning Brief

Missed Calls (0)

No missed calls in the last day.

New Leads (0)

No new leads in the last day.

Waiting On You (6)

Sandreka Mille10.9d waiting

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

Ebony MITCHELL10.2d 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) 214-29999.6d waiting

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

(800) 981-88985.8d waiting

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

DeAndreya searight1.6d waiting

Hey! That was the only page of the letter. Do you need each monthly statement for 2024? Thank You, DeAndreya Sear

Brian Little1.0d waiting

Hi Kristen, Please see below and confirm receipt Brian ----- Forwarded Message ----- From: Brian Little <brian2

Today (0)

Nothing on the calendar today.

Stuck (42)

Robert RockerReady for Review · 102d

Dominyk and Seth TurnerDocs Requested · 101d

Amanda CaverDocs Requested · 101d

Michael Gilliard15-Minute Quick Call · 97d

Norman ReedReady for Review · 96d

JOHN WILLIAMSAppt Booked · 90d

Jessica WashingtonDocs Received · 83d

Anya WDocs Requested · 81d

Sean VinsonAppt Booked · 76d

Jecorick JonesDocs Received · 76d

Latonia DismukeDocs Received · 72d

Pamela Johnson15-Minute Quick Call · 68d

KURT HOFFAMNDocs Requested · 66d

shermra shellmanAppt Booked · 66d

Adrianne Leibman15-Minute Quick Call · 60d

Steven RyanDocs Received · 54d

Tamra IRBYAppt Booked · 53d

Tameca jackson donavonAppt Booked · 48d

Brock JohnsonDocs Received · 40d

RASHONNA MOORE15-Minute Quick Call · 39d

Jason JohnsonDocs Received · 33d

Shiloh WilliamsDocs Received · 33d

Unmatched Offroad & Diesel Performance LLCExtension 2025 · 27d

RJ JacksonExtension 2025 · 26d

Kymberli DiamondExtension 2025 · 26d

Brian LittleExtension 2025 · 26d

Darryl & Danielle SmithExtension 2025 · 26d

Clifford StillsExtension 2025 · 26d

Donald DunnExtension 2025 · 26d

Rachel Christina PaytonExtension 2025 · 26d

Beverly iwualaExtension 2025 · 26d

Evans CharlesExtension 2025 · 26d

Keisha McDanielExtension 2025 · 26d

Bob RobertsonDocs Received · 25d

Kumbia LewisDocs Received · 25d

Vivian WatkinsDocs Received · 24d

Candace GregoryAppt Booked · 19d

Ebony MITCHELLClient Intake · 17d

Cory HinojosaAppt Booked · 17d

Leshone FogleDocs Received · 12d

Sandreka MilleDocs Received · 12d

Sarah BurtonReady for Review · 11d

Your Three Moves Today

Reply to Sandreka Mille — they've been waiting 10.9 days (Email).
Push Robert Rocker forward — stuck at “Ready for Review” for 102 days.
Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 101 days.

Ask About Today

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