Demo Pilot — Internal Review
KT Bradley CPA — Tax SaaS Demo
Thursday, August 06, 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 Wilson91.4d waitingNeed to chat this week about Q4 estimated payments — got a big bonus coming. Best time to call?
Sarah Williams91.4d waitingGot the IRS notice you mentioned. Uploading the photo to the portal now.
Jane Smith91.4d waitingHi team, attaching my W-2 from work. Please let me know if you need anything else to get started.
Thanks,
Jane
John Doe91.4d waitingHi! I just booked my tax appointment for next Tuesday. What documents should I bring with me?
Terrell Test39.6d 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 · 91d
Sarah WilliamsDocs Received · 91d
Mike JohnsonDocs Requested · 91d
Jane SmithClient Intake · 91d
John DoeAppt Booked · 91d
Biz E2EtestDocuments incomplete · 28d
Your Three Moves Today
- Reply to Chris Wilson — they've been waiting 91.4 days (Sms).
- Push Robert Brown forward — stuck at “Ready for Review” for 91 days.
- Nudge Biz E2Etest on missing documents — checklist incomplete for 28 days.
Ask About Today
Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.