Demo Pilot — Internal Review

KT Bradley CPA

Saturday, August 01, 2026 · Morning Brief

Missed Calls (0)

No missed calls in the last day.

New Leads (3)

(805) 470-9766Unknown source · Jul 31, 05:25 PM

(832) 224-2218Unknown source · Jul 31, 03:19 PM

(832) 886-1711Unknown source · Jul 31, 02:41 PM

Waiting On You (5)

Sandreka Mille9.9d waiting

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

Ebony MITCHELL9.2d 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) 214-29998.6d waiting

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

(800) 981-88984.8d waiting

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

DeAndreya searight0.6d waiting

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

Today (0)

Nothing on the calendar today.

Stuck (41)

Robert RockerReady for Review · 101d

Dominyk and Seth TurnerDocs Requested · 100d

Amanda CaverDocs Requested · 100d

Michael Gilliard15-Minute Quick Call · 96d

Norman ReedReady for Review · 95d

JOHN WILLIAMSAppt Booked · 89d

Jessica WashingtonDocs Received · 82d

Anya WDocs Requested · 80d

Sean VinsonAppt Booked · 75d

Jecorick JonesDocs Received · 75d

Latonia DismukeDocs Received · 71d

Pamela Johnson15-Minute Quick Call · 67d

KURT HOFFAMNDocs Requested · 65d

shermra shellmanAppt Booked · 65d

Adrianne Leibman15-Minute Quick Call · 59d

Steven RyanDocs Received · 53d

Tamra IRBYAppt Booked · 52d

Tameca jackson donavonAppt Booked · 47d

Brock JohnsonDocs Received · 39d

RASHONNA MOORE15-Minute Quick Call · 38d

Jason JohnsonDocs Received · 32d

Shiloh WilliamsDocs Received · 32d

Unmatched Offroad & Diesel Performance LLCExtension 2025 · 26d

RJ JacksonExtension 2025 · 25d

Kymberli DiamondExtension 2025 · 25d

Brian LittleExtension 2025 · 25d

Darryl & Danielle SmithExtension 2025 · 25d

Clifford StillsExtension 2025 · 25d

Donald DunnExtension 2025 · 25d

Rachel Christina PaytonExtension 2025 · 25d

Beverly iwualaExtension 2025 · 25d

Evans CharlesExtension 2025 · 25d

Keisha McDanielExtension 2025 · 25d

Bob RobertsonDocs Received · 24d

Kumbia LewisDocs Received · 24d

Vivian WatkinsDocs Received · 23d

Candace GregoryAppt Booked · 18d

Ebony MITCHELLClient Intake · 16d

Cory HinojosaAppt Booked · 16d

Leshone FogleDocs Received · 11d

Sandreka MilleDocs Received · 11d

Your Three Moves Today

Reply to Sandreka Mille — they've been waiting 9.9 days (Email).
Push Robert Rocker forward — stuck at “Ready for Review” for 101 days.
Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 100 days.

Ask About Today

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