Demo Pilot — Internal Review

KT Bradley CPA

Wednesday, July 22, 2026 · Morning Brief

New Leads (1)

admin@ktbradleycpa.comUnknown source · Jul 21, 09:28 PM

Waiting On You (7)

(901) 214-299936.6d waiting

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

Andrea Mattingly35.7d waiting

Ok, thank you!

Brandon Luckett28.8d waiting

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

Steven Ryan28.0d waiting

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

KURT HOFFAMN27.6d waiting

Stop

Sandreka Mille1.7d waiting

Dear Mrs. Kristen, I have sent over the Step Up scholarship roster along with the specific amount given for each child.

Jacalyn Shirley0.7d waiting

Confirmed thank you On Tue, Jul 21, 2026 at 11:30 AM Kristen Bradley <info@ktbradleycpa.com [info@ktbradleycpa.com]>

Today (1)

11:00 AMCory Hinojosa

Stuck (37)

Robert RockerReady for Review · 91d

Dominyk and Seth TurnerDocs Requested · 90d

Amanda CaverDocs Requested · 90d

Michael Gilliard15-Minute Quick Call · 86d

Norman ReedReady for Review · 85d

JOHN WILLIAMSAppt Booked · 79d

Jessica WashingtonDocs Received · 72d

Anya WDocs Requested · 70d

Sean VinsonAppt Booked · 65d

Jecorick JonesDocs Received · 65d

Latonia V DismukeDocs Received · 61d

Pamela Johnson15-Minute Quick Call · 57d

KURT HOFFAMNDocs Requested · 55d

shermra shellmanAppt Booked · 55d

Adrianne Leibman15-Minute Quick Call · 49d

Steven RyanDocs Received · 43d

Tamra IRBYAppt Booked · 42d

Tameca jackson donavonAppt Booked · 37d

Brock JohnsonDocs Received · 29d

RASHONNA MOORE15-Minute Quick Call · 28d

Jason JohnsonDocs Received · 22d

Shiloh WilliamsDocs Received · 22d

Unmatched Offroad & Diesel Performance LLCExtension 2025 · 16d

RJ JacksonExtension 2025 · 15d

Kymberli DiamondExtension 2025 · 15d

Brian LittleExtension 2025 · 15d

Darryl & Danielle SmithExtension 2025 · 15d

Clifford StillsExtension 2025 · 15d

Donald DunnExtension 2025 · 15d

Rachel Christina PaytonExtension 2025 · 15d

Beverly iwualaExtension 2025 · 15d

Evans CharlesExtension 2025 · 15d

Keisha McDanielExtension 2025 · 15d

Jacalyn ShirleyDocs Requested · 14d

Bob RobertsonDocs Received · 14d

Kumbia LewisDocs Received · 14d

Vivian WatkinsDocs Received · 13d

Your Three Moves Today

Reply to (901) 214-2999 — they've been waiting 36.6 days (Call).
Prep for 11:00 AM today — Cory Hinojosa.
Push Robert Rocker forward — stuck at “Ready for Review” for 91 days.

Ask About Today

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