Demo Pilot — Internal Review

KT Bradley CPA

Monday, July 06, 2026 · Morning Brief

New Leads (0)

No new leads in the last day.

Waiting On You (6)

(901) 214-299921.2d waiting

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

Andrea Mattingly20.4d waiting

Ok, thank you!

Brandon Luckett13.4d waiting

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

Steven Ryan12.6d waiting

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

KURT HOFFAMN12.3d waiting

Stop

Sandreka Miller4.3d waiting

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

Today (0)

Nothing on the calendar today.

Stuck (33)

Robert RockerReady for Review · 75d

Dominyk and Seth TurnerDocs Requested · 74d

Amanda CaverDocs Requested · 74d

Michael Gilliard15-Minute Quick Call · 70d

Norman ReedReady for Review · 70d

JOHN WILLIAMSAppt Booked · 63d

Jessica WashingtonDocs Received · 57d

Anya WDocs Requested · 54d

Sean VinsonAppt Booked · 49d

Jecorick JonesDocs Received · 49d

Anthony KimbleDocs Received · 49d

Sarah Katherine BurtonDocs Received · 46d

Latonia V DismukeDocs Received · 45d

Pamela Johnson15-Minute Quick Call · 42d

KURT HOFFAMNDocs Requested · 39d

shermra shellmanAppt Booked · 39d

Adrianne Leibman15-Minute Quick Call · 34d

Najee OdomsClient Intake · 32d

Bob RobertsonClient Intake · 27d

Steven RyanDocs Received · 27d

Raishonna JelksReady for Review · 27d

Tamra IRBYAppt Booked · 26d

Diana Medina GalvanClient Intake · 26d

Carlton AbronClient Intake · 24d

Tameca jackson donavonAppt Booked · 21d

Jacalyn ShirleyClient Intake · 19d

Sandreka MillerClient Intake · 15d

Amy WoodClient Intake · 13d

Kourtnai RogersClient Intake · 13d

Brock JohnsonDocs Received · 13d

Antwan DyeDocs Received · 13d

RASHONNA MOORE15-Minute Quick Call · 12d

Gylla GodfreyClient Intake · 10d

Your Three Moves Today

Reply to (901) 214-2999 — they've been waiting 21.2 days (Call).
Push Robert Rocker forward — stuck at “Ready for Review” for 75 days.
Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 74 days.

Ask About Today

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