Demo Pilot — Internal Review
KT Bradley CPA — Tax SaaS Demo
Tuesday, August 11, 2026 · Morning Brief
Missed Calls (0)
No missed calls in the last day.
New Leads (0)
No new leads in the last day.
Waiting On You (5)
Chris Wilson96.4d waitingNeed to chat this week about Q4 estimated payments — got a big bonus coming. Best time to call?
Sarah Williams96.4d waitingGot the IRS notice you mentioned. Uploading the photo to the portal now.
Jane Smith96.4d waitingHi team, attaching my W-2 from work. Please let me know if you need anything else to get started.
Thanks,
Jane
John Doe96.4d waitingHi! I just booked my tax appointment for next Tuesday. What documents should I bring with me?
Terrell Test44.6d waitinghttps://seooptimizers.com/wp-content/uploads/2025/07/60-SEO-Tools.pdf?utm_medium=paid&utm_source=ig&utm_id=1202164050133
Today (0)
Nothing on the calendar today.
Stuck (6)
Robert BrownReady for Review · 96d
Sarah WilliamsDocs Received · 96d
Mike JohnsonDocs Requested · 96d
Jane SmithClient Intake · 96d
John DoeAppt Booked · 96d
Biz E2EtestDocuments incomplete · 33d
Your Three Moves Today
- Reply to Chris Wilson, waiting 96.4 days (Sms).
- Push Robert Brown forward, stuck at “Ready for Review” for 96 days.
- Nudge Biz E2Etest on missing documents, checklist incomplete for 33 days.
Ask About Today
Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.