Demo Pilot — Internal Review
KT Bradley CPA — Tax SaaS Demo
Monday, August 03, 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 Wilson88.4d waitingNeed to chat this week about Q4 estimated payments — got a big bonus coming. Best time to call?
Sarah Williams88.4d waitingGot the IRS notice you mentioned. Uploading the photo to the portal now.
Jane Smith88.4d waitingHi team, attaching my W-2 from work. Please let me know if you need anything else to get started.
Thanks,
Jane
John Doe88.4d waitingHi! I just booked my tax appointment for next Tuesday. What documents should I bring with me?
Terrell Test36.6d 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 · 88d
Sarah WilliamsDocs Received · 88d
Mike JohnsonDocs Requested · 88d
Jane SmithClient Intake · 88d
John DoeAppt Booked · 88d
Biz E2EtestDocuments incomplete · 25d
Your Three Moves Today
- Reply to Chris Wilson — they've been waiting 88.4 days (Sms).
- Push Robert Brown forward — stuck at “Ready for Review” for 88 days.
- Nudge Biz E2Etest on missing documents — checklist incomplete for 25 days.
Ask About Today
Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.