Demo Pilot — Internal Review
KT Bradley CPA — Tax SaaS Demo
Saturday, August 08, 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 Wilson93.4d waitingNeed to chat this week about Q4 estimated payments — got a big bonus coming. Best time to call?
Sarah Williams93.4d waitingGot the IRS notice you mentioned. Uploading the photo to the portal now.
Jane Smith93.4d waitingHi team, attaching my W-2 from work. Please let me know if you need anything else to get started.
Thanks,
Jane
John Doe93.4d waitingHi! I just booked my tax appointment for next Tuesday. What documents should I bring with me?
Terrell Test41.6d 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 · 93d
Sarah WilliamsDocs Received · 93d
Mike JohnsonDocs Requested · 93d
Jane SmithClient Intake · 93d
John DoeAppt Booked · 93d
Biz E2EtestDocuments incomplete · 30d
Your Three Moves Today
- Reply to Chris Wilson — they've been waiting 93.4 days (Sms).
- Push Robert Brown forward — stuck at “Ready for Review” for 93 days.
- Nudge Biz E2Etest on missing documents — checklist incomplete for 30 days.
Ask About Today
Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.