Demo Pilot — Internal Review

KT Bradley CPA

Wednesday, July 15, 2026 · Morning Brief

New Leads (1)

Marian EdwardsUnknown source · Jul 14, 02:52 PM

Waiting On You (8)

(901) 214-299929.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Andrea Mattingly28.7d waiting
Ok, thank you!
Brandon Luckett21.8d waiting
kevin@growabilityequity.com [kevin@growabilityequity.com]. This is his email.  His name is Kevin Anderson.  Below is his
Steven Ryan21.0d waiting
Ok. I approved the request.   Thanks,   Steven Ryan, PE, SE Principal SSS Design Engineers, LLC steven.ryan@sss-e
KURT HOFFAMN20.6d waiting
Stop
Sandreka Miller12.7d waiting
Dear Kristen, Thank you for your response. I hope you are feeling better. I will gather the requested documentation fo
Daniel Markum5.5d waiting
Paid.  On Thu, Jul 9, 2026, 7:48 PM KT Bradley CPA <info@ktbradleycpa.com [info@ktbradleycpa.com]> wrote: > Location
Jacalyn Shirley4.9d 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 · 84d
Dominyk and Seth TurnerDocs Requested · 83d
Amanda CaverDocs Requested · 83d
Michael Gilliard15-Minute Quick Call · 79d
Norman ReedReady for Review · 78d
JOHN WILLIAMSAppt Booked · 72d
Jessica WashingtonDocs Received · 65d
Anya WDocs Requested · 63d
Sean VinsonAppt Booked · 58d
Jecorick JonesDocs Received · 58d
Latonia V DismukeDocs Received · 54d
Pamela Johnson15-Minute Quick Call · 50d
KURT HOFFAMNDocs Requested · 48d
shermra shellmanAppt Booked · 48d
Adrianne Leibman15-Minute Quick Call · 42d
Steven RyanDocs Received · 36d
Tamra IRBYAppt Booked · 35d
Tameca jackson donavonAppt Booked · 30d
Sandreka MillerClient Intake · 23d
Brock JohnsonDocs Received · 22d
RASHONNA MOORE15-Minute Quick Call · 21d
Jason JohnsonDocs Received · 15d
Shiloh WilliamsDocs Received · 15d

Your Three Moves Today

  1. Reply to (901) 214-2999 — they've been waiting 29.6 days (Call).
  2. Push Robert Rocker forward — stuck at “Ready for Review” for 84 days.
  3. Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 83 days.

Ask About Today

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