Demo Pilot — Internal Review
KT Bradley CPA — Tax SaaS Demo
Sunday, August 02, 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 Wilson87.4d waitingNeed to chat this week about Q4 estimated payments — got a big bonus coming. Best time to call?
Sarah Williams87.4d waitingGot the IRS notice you mentioned. Uploading the photo to the portal now.
Jane Smith87.4d waitingHi team, attaching my W-2 from work. Please let me know if you need anything else to get started.
Thanks,
Jane
John Doe87.4d waitingHi! I just booked my tax appointment for next Tuesday. What documents should I bring with me?
Terrell Test35.6d 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 · 87d
Sarah WilliamsDocs Received · 87d
Mike JohnsonDocs Requested · 87d
Jane SmithClient Intake · 87d
John DoeAppt Booked · 87d
Biz E2EtestDocuments incomplete · 24d
Your Three Moves Today
- Reply to Chris Wilson — they've been waiting 87.4 days (Sms).
- Push Robert Brown forward — stuck at “Ready for Review” for 87 days.
- Nudge Biz E2Etest on missing documents — checklist incomplete for 24 days.
Ask About Today
Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.