Demo Pilot — Internal Review

KT Bradley CPA

Sunday, July 12, 2026 · Morning Brief

New Leads (1)

Romareo Dvaischat widget · Jul 11, 10:15 PM

Waiting On You (9)

(901) 214-299926.6d waiting

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

Andrea Mattingly25.7d waiting

Ok, thank you!

Brandon Luckett18.8d waiting

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

Steven Ryan18.0d waiting

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

KURT HOFFAMN17.6d waiting

Stop

Sandreka Miller9.7d waiting

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

Daniel Markum2.5d waiting

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

Jacalyn Shirley1.9d waiting

Hello, What documents do you need? I got this email but no other information? Thank you, Jacalyn Shirley Fr

Romareo Dvais0.6d waiting

Hey, thanks for reaching out to KT Bradley CPA. Quick question so we route you to the right person — are you reaching ou

Today (0)

Nothing on the calendar today.

Stuck (31)

Robert RockerReady for Review · 81d

Dominyk and Seth TurnerDocs Requested · 80d

Amanda CaverDocs Requested · 80d

Michael Gilliard15-Minute Quick Call · 76d

Norman ReedReady for Review · 75d

JOHN WILLIAMSAppt Booked · 69d

Jessica WashingtonDocs Received · 62d

Anya WDocs Requested · 60d

Sean VinsonAppt Booked · 55d

Jecorick JonesDocs Received · 55d

Latonia V DismukeDocs Received · 51d

Pamela Johnson15-Minute Quick Call · 47d

KURT HOFFAMNDocs Requested · 45d

shermra shellmanAppt Booked · 45d

Adrianne Leibman15-Minute Quick Call · 39d

Najee OdomsClient Intake · 38d

Steven RyanDocs Received · 33d

Tamra IRBYAppt Booked · 32d

Diana Medina GalvanClient Intake · 32d

Carlton AbronClient Intake · 30d

Tameca jackson donavonAppt Booked · 27d

Sandreka MillerClient Intake · 20d

Amy WoodClient Intake · 19d

Kourtnai RogersClient Intake · 19d

Brock JohnsonDocs Received · 19d

RASHONNA MOORE15-Minute Quick Call · 18d

Gylla GodfreyClient Intake · 16d

Jonathan LambertClient Intake · 12d

Yvonne SkaggsClient Intake · 12d

Jason JohnsonDocs Received · 12d

Shiloh WilliamsDocs Received · 12d

Your Three Moves Today

Reply to (901) 214-2999 — they've been waiting 26.6 days (Call).
Push Robert Rocker forward — stuck at “Ready for Review” for 81 days.
Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 80 days.

Ask About Today

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