Demo Pilot — Internal Review
KT Bradley CPA — Tax SaaS Demo
Wednesday, July 15, 2026 · Morning Brief
New Leads (0)
No new leads in the last day.
Waiting On You (5)
Chris Wilson69.4d waitingNeed to chat this week about Q4 estimated payments — got a big bonus coming. Best time to call?
Sarah Williams69.4d waitingGot the IRS notice you mentioned. Uploading the photo to the portal now.
Jane Smith69.4d waitingHi team, attaching my W-2 from work. Please let me know if you need anything else to get started.
Thanks,
Jane
John Doe69.4d waitingHi! I just booked my tax appointment for next Tuesday. What documents should I bring with me?
Errol Dobbins17.6d 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 (5)
Robert BrownReady for Review · 69d
Sarah WilliamsDocs Received · 69d
Mike JohnsonDocs Requested · 69d
Jane SmithClient Intake · 69d
John DoeAppt Booked · 69d
Your Three Moves Today
- Reply to Chris Wilson — they've been waiting 69.4 days (Sms).
- Push Robert Brown forward — stuck at “Ready for Review” for 69 days.
- Follow up with Sarah Williams — stuck at “Docs Received” for 69 days.
Ask About Today
Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.