Demo Pilot — Internal Review

KT Bradley CPA

Saturday, July 11, 2026 · Morning Brief

New Leads (1)

Jessie RamirezUnknown source · Jul 10, 08:09 PM

Waiting On You (8)

(901) 214-299925.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Andrea Mattingly24.7d waiting
Ok, thank you!
Brandon Luckett17.8d waiting
kevin@growabilityequity.com [kevin@growabilityequity.com]. This is his email.  His name is Kevin Anderson.  Below is his
Steven Ryan17.0d waiting
Ok. I approved the request.   Thanks,   Steven Ryan, PE, SE Principal SSS Design Engineers, LLC steven.ryan@sss-e
KURT HOFFAMN16.6d waiting
Stop
Sandreka Miller8.7d waiting
Dear Kristen, Thank you for your response. I hope you are feeling better. I will gather the requested documentation fo
Daniel Markum1.5d waiting
Paid.  On Thu, Jul 9, 2026, 7:48 PM KT Bradley CPA <info@ktbradleycpa.com [info@ktbradleycpa.com]> wrote: > Location
Jacalyn Shirley0.9d waiting
Hello,   What documents do you need? I got this email but no other information?   Thank you, Jacalyn Shirley   Fr

Today (0)

Nothing on the calendar today.

Stuck (31)

Robert RockerReady for Review · 80d
Dominyk and Seth TurnerDocs Requested · 79d
Amanda CaverDocs Requested · 79d
Michael Gilliard15-Minute Quick Call · 75d
Norman ReedReady for Review · 74d
JOHN WILLIAMSAppt Booked · 68d
Jessica WashingtonDocs Received · 61d
Anya WDocs Requested · 59d
Sean VinsonAppt Booked · 54d
Jecorick JonesDocs Received · 54d
Latonia V DismukeDocs Received · 50d
Pamela Johnson15-Minute Quick Call · 46d
KURT HOFFAMNDocs Requested · 44d
shermra shellmanAppt Booked · 44d
Adrianne Leibman15-Minute Quick Call · 38d
Najee OdomsClient Intake · 37d
Steven RyanDocs Received · 32d
Tamra IRBYAppt Booked · 31d
Diana Medina GalvanClient Intake · 31d
Carlton AbronClient Intake · 29d
Tameca jackson donavonAppt Booked · 26d
Sandreka MillerClient Intake · 19d
Amy WoodClient Intake · 18d
Kourtnai RogersClient Intake · 18d
Brock JohnsonDocs Received · 18d
RASHONNA MOORE15-Minute Quick Call · 17d
Gylla GodfreyClient Intake · 15d
Jonathan LambertClient Intake · 11d
Yvonne SkaggsClient Intake · 11d
Jason JohnsonDocs Received · 11d
Shiloh WilliamsDocs Received · 11d

Your Three Moves Today

  1. Reply to (901) 214-2999 — they've been waiting 25.6 days (Call).
  2. Push Robert Rocker forward — stuck at “Ready for Review” for 80 days.
  3. Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 79 days.

Ask About Today

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