Demo Pilot — Internal Review

KT Bradley CPA

Thursday, July 16, 2026 · Morning Brief

New Leads (3)

Ebony MitchellContact Us · Jul 16, 10:38 AM
Jermia HameltonUnknown source · Jul 15, 05:09 PM
Cynthia TateUnknown source · Jul 15, 03:10 PM

Waiting On You (8)

(901) 214-299930.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Andrea Mattingly29.7d waiting
Ok, thank you!
Brandon Luckett22.8d waiting
kevin@growabilityequity.com [kevin@growabilityequity.com]. This is his email.  His name is Kevin Anderson.  Below is his
Steven Ryan22.0d waiting
Ok. I approved the request.   Thanks,   Steven Ryan, PE, SE Principal SSS Design Engineers, LLC steven.ryan@sss-e
KURT HOFFAMN21.6d waiting
Stop
Sandreka Miller13.7d waiting
Dear Kristen, Thank you for your response. I hope you are feeling better. I will gather the requested documentation fo
Daniel Markum6.5d waiting
Paid.  On Thu, Jul 9, 2026, 7:48 PM KT Bradley CPA <info@ktbradleycpa.com [info@ktbradleycpa.com]> wrote: > Location
Jacalyn Shirley5.9d 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 (23)

Robert RockerReady for Review · 85d
Dominyk and Seth TurnerDocs Requested · 84d
Amanda CaverDocs Requested · 84d
Michael Gilliard15-Minute Quick Call · 80d
Norman ReedReady for Review · 79d
JOHN WILLIAMSAppt Booked · 73d
Jessica WashingtonDocs Received · 66d
Anya WDocs Requested · 64d
Sean VinsonAppt Booked · 59d
Jecorick JonesDocs Received · 59d
Latonia V DismukeDocs Received · 55d
Pamela Johnson15-Minute Quick Call · 51d
KURT HOFFAMNDocs Requested · 49d
shermra shellmanAppt Booked · 49d
Adrianne Leibman15-Minute Quick Call · 43d
Steven RyanDocs Received · 37d
Tamra IRBYAppt Booked · 36d
Tameca jackson donavonAppt Booked · 31d
Sandreka MillerClient Intake · 24d
Brock JohnsonDocs Received · 23d
RASHONNA MOORE15-Minute Quick Call · 22d
Jason JohnsonDocs Received · 16d
Shiloh WilliamsDocs Received · 16d

Your Three Moves Today

  1. Reply to (901) 214-2999 — they've been waiting 30.6 days (Call).
  2. Push Robert Rocker forward — stuck at “Ready for Review” for 85 days.
  3. Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 84 days.

Ask About Today

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