Demo Pilot — Internal Review
KT Bradley CPA — Tax SaaS Demo
Tuesday, August 04, 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 Wilson89.4d waitingNeed to chat this week about Q4 estimated payments — got a big bonus coming. Best time to call?
Sarah Williams89.4d waitingGot the IRS notice you mentioned. Uploading the photo to the portal now.
Jane Smith89.4d waitingHi team, attaching my W-2 from work. Please let me know if you need anything else to get started.
Thanks,
Jane
John Doe89.4d waitingHi! I just booked my tax appointment for next Tuesday. What documents should I bring with me?
Terrell Test37.6d 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 · 89d
Sarah WilliamsDocs Received · 89d
Mike JohnsonDocs Requested · 89d
Jane SmithClient Intake · 89d
John DoeAppt Booked · 89d
Biz E2EtestDocuments incomplete · 26d
Your Three Moves Today
- Reply to Chris Wilson — they've been waiting 89.4 days (Sms).
- Push Robert Brown forward — stuck at “Ready for Review” for 89 days.
- Nudge Biz E2Etest on missing documents — checklist incomplete for 26 days.
Ask About Today
Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.