Demo Pilot — Internal Review

KT Bradley CPA

Saturday, July 25, 2026 · Morning Brief

New Leads (1)

(281) 235-4913Unknown source · Jul 24, 03:09 PM

Waiting On You (6)

Brandon Luckett31.8d waiting

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

Steven Ryan31.0d waiting

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

KURT HOFFAMN30.6d waiting

Stop

Sandreka Mille2.9d waiting

logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail

Ebony MITCHELL2.2d waiting

Sorry it took so long this is what I have access to online. I'm not sure if I have physical letters from before. On Su

(901) 214-29991.6d waiting

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

Today (0)

Nothing on the calendar today.

Stuck (40)

Robert RockerReady for Review · 94d

Dominyk and Seth TurnerDocs Requested · 93d

Amanda CaverDocs Requested · 93d

Michael Gilliard15-Minute Quick Call · 89d

Norman ReedReady for Review · 88d

JOHN WILLIAMSAppt Booked · 82d

Jessica WashingtonDocs Received · 75d

Anya WDocs Requested · 73d

Sean VinsonAppt Booked · 68d

Jecorick JonesDocs Received · 68d

Latonia V DismukeDocs Received · 64d

Pamela Johnson15-Minute Quick Call · 60d

KURT HOFFAMNDocs Requested · 58d

shermra shellmanAppt Booked · 58d

Adrianne Leibman15-Minute Quick Call · 52d

Steven RyanDocs Received · 46d

Tamra IRBYAppt Booked · 45d

Tameca jackson donavonAppt Booked · 40d

Brock JohnsonDocs Received · 32d

RASHONNA MOORE15-Minute Quick Call · 31d

Jason JohnsonDocs Received · 25d

Shiloh WilliamsDocs Received · 25d

Unmatched Offroad & Diesel Performance LLCExtension 2025 · 19d

RJ JacksonExtension 2025 · 18d

Kymberli DiamondExtension 2025 · 18d

Brian LittleExtension 2025 · 18d

Darryl & Danielle SmithExtension 2025 · 18d

Clifford StillsExtension 2025 · 18d

Donald DunnExtension 2025 · 18d

Rachel Christina PaytonExtension 2025 · 18d

Beverly iwualaExtension 2025 · 18d

Evans CharlesExtension 2025 · 18d

Keisha McDanielExtension 2025 · 18d

Jacalyn ShirleyDocs Requested · 17d

Bob RobertsonDocs Received · 17d

Kumbia LewisDocs Received · 17d

Vivian WatkinsDocs Received · 16d

Diana Medina GalvanDocs Received · 11d

Candace GregoryAppt Booked · 11d

Leslie Simon Leslie SimonClient Intake · 10d

Your Three Moves Today

Reply to Brandon Luckett — they've been waiting 31.8 days (Email).
Push Robert Rocker forward — stuck at “Ready for Review” for 94 days.
Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 93 days.

Ask About Today

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