Demo Pilot — Internal Review

KT Bradley CPA

Tuesday, July 07, 2026 · Morning Brief

New Leads (0)

No new leads in the last day.

Waiting On You (6)

(901) 214-299921.6d waiting

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

Andrea Mattingly20.7d waiting

Ok, thank you!

Brandon Luckett13.8d waiting

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

Steven Ryan13.0d waiting

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

KURT HOFFAMN12.6d waiting

Stop

Sandreka Miller4.7d 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 · 76d

Dominyk and Seth TurnerDocs Requested · 75d

Amanda CaverDocs Requested · 75d

Michael Gilliard15-Minute Quick Call · 71d

Norman ReedReady for Review · 70d

JOHN WILLIAMSAppt Booked · 64d

Jessica WashingtonDocs Received · 57d

Anya WDocs Requested · 55d

Sean VinsonAppt Booked · 50d

Jecorick JonesDocs Received · 50d

Anthony KimbleDocs Received · 50d

Latonia V DismukeDocs Received · 46d

Sarah Katherine BurtonDocs Received · 46d

Pamela Johnson15-Minute Quick Call · 42d

KURT HOFFAMNDocs Requested · 40d

shermra shellmanAppt Booked · 40d

Adrianne Leibman15-Minute Quick Call · 34d

Najee OdomsClient Intake · 33d

Bob RobertsonClient Intake · 28d

Steven RyanDocs Received · 28d

Raishonna JelksReady for Review · 28d

Tamra IRBYAppt Booked · 27d

Diana Medina GalvanClient Intake · 27d

Carlton AbronClient Intake · 25d

Tameca jackson donavonAppt Booked · 22d

Jacalyn ShirleyClient Intake · 20d

Sandreka MillerClient Intake · 15d

Amy WoodClient Intake · 14d

Kourtnai RogersClient Intake · 14d

Brock JohnsonDocs Received · 14d

Antwan DyeDocs Received · 14d

RASHONNA MOORE15-Minute Quick Call · 13d

Gylla GodfreyClient Intake · 11d

Your Three Moves Today

Reply to (901) 214-2999 — they've been waiting 21.6 days (Call).
Push Robert Rocker forward — stuck at “Ready for Review” for 76 days.
Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 75 days.

Ask About Today

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