Demo Pilot — Internal Review

KT Bradley CPA

Friday, July 10, 2026 · Morning Brief

New Leads (4)

Ashley MarkumUnknown source · Jul 10, 12:45 AM

Daniel Markumquickbooks · Jul 10, 12:44 AM

Tasha DanielsDiscovery Call - 15 Mins KT Bradley CPA · Jul 09, 11:21 PM

(346) 476-4461Unknown source · Jul 09, 03:49 PM

Waiting On You (8)

(901) 214-299924.6d waiting

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

Andrea Mattingly23.7d waiting

Ok, thank you!

Brandon Luckett16.8d waiting

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

Steven Ryan16.0d waiting

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

KURT HOFFAMN15.6d waiting

Stop

Sandreka Miller7.7d waiting

Dear Kristen, Thank you for your response. I hope you are feeling better. I will gather the requested documentation fo

Jacalyn Shirley1.7d waiting

What documents do you need? On Wed, Jul 8, 2026 at 11:46 AM Kristen Bradley <info@ktbradleycpa.com [info@ktbradleycpa.

Daniel Markum0.5d waiting

Paid. On Thu, Jul 9, 2026, 7:48 PM KT Bradley CPA <info@ktbradleycpa.com [info@ktbradleycpa.com]> wrote: > Location

Today (0)

Nothing on the calendar today.

Stuck (27)

Robert RockerReady for Review · 79d

Dominyk and Seth TurnerDocs Requested · 78d

Amanda CaverDocs Requested · 78d

Michael Gilliard15-Minute Quick Call · 74d

Norman ReedReady for Review · 73d

JOHN WILLIAMSAppt Booked · 67d

Jessica WashingtonDocs Received · 60d

Anya WDocs Requested · 58d

Sean VinsonAppt Booked · 53d

Jecorick JonesDocs Received · 53d

Latonia V DismukeDocs Received · 49d

Pamela Johnson15-Minute Quick Call · 45d

KURT HOFFAMNDocs Requested · 43d

shermra shellmanAppt Booked · 43d

Adrianne Leibman15-Minute Quick Call · 37d

Najee OdomsClient Intake · 36d

Steven RyanDocs Received · 31d

Tamra IRBYAppt Booked · 30d

Diana Medina GalvanClient Intake · 30d

Carlton AbronClient Intake · 28d

Tameca jackson donavonAppt Booked · 25d

Sandreka MillerClient Intake · 18d

Amy WoodClient Intake · 17d

Kourtnai RogersClient Intake · 17d

Brock JohnsonDocs Received · 17d

RASHONNA MOORE15-Minute Quick Call · 16d

Gylla GodfreyClient Intake · 14d

Your Three Moves Today

Reply to (901) 214-2999 — they've been waiting 24.6 days (Call).
Push Robert Rocker forward — stuck at “Ready for Review” for 79 days.
Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 78 days.

Ask About Today

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