Demo Pilot — Internal Review
KT Bradley CPA — Tax SaaS Demo
Monday, July 06, 2026 · Morning Brief
New Leads (0)
No new leads in the last day.
Waiting On You (5)
Chris Wilson60.9d waitingNeed to chat this week about Q4 estimated payments — got a big bonus coming. Best time to call?
Sarah Williams60.9d waitingGot the IRS notice you mentioned. Uploading the photo to the portal now.
Jane Smith60.9d waitingHi team, attaching my W-2 from work. Please let me know if you need anything else to get started.
Thanks,
Jane
John Doe60.9d waitingHi! I just booked my tax appointment for next Tuesday. What documents should I bring with me?
Errol Dobbins9.1d 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 · 61d
Sarah WilliamsDocs Received · 61d
Mike JohnsonDocs Requested · 61d
Jane SmithClient Intake · 61d
John DoeAppt Booked · 61d
Biz E2EtestDocuments incomplete · 13d
Your Three Moves Today
- Reply to Chris Wilson — they've been waiting 60.9 days (Sms).
- Push Robert Brown forward — stuck at “Ready for Review” for 61 days.
- Nudge Biz E2Etest on missing documents — checklist incomplete for 13 days.
Ask About Today
Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.