Demo Pilot — Internal Review
KT Bradley CPA — Tax SaaS Demo
Wednesday, August 05, 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 Wilson90.4d waitingNeed to chat this week about Q4 estimated payments — got a big bonus coming. Best time to call?
Sarah Williams90.4d waitingGot the IRS notice you mentioned. Uploading the photo to the portal now.
Jane Smith90.4d waitingHi team, attaching my W-2 from work. Please let me know if you need anything else to get started.
Thanks,
Jane
John Doe90.4d waitingHi! I just booked my tax appointment for next Tuesday. What documents should I bring with me?
Terrell Test38.6d 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 · 90d
Sarah WilliamsDocs Received · 90d
Mike JohnsonDocs Requested · 90d
Jane SmithClient Intake · 90d
John DoeAppt Booked · 90d
Biz E2EtestDocuments incomplete · 27d
Your Three Moves Today
- Reply to Chris Wilson — they've been waiting 90.4 days (Sms).
- Push Robert Brown forward — stuck at “Ready for Review” for 90 days.
- Nudge Biz E2Etest on missing documents — checklist incomplete for 27 days.
Ask About Today
Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.