Demo Pilot, Internal Review
KT Everyday
Friday, September 11, 2026 · Morning Brief
New Leads (Last 24 Hours) (7)
jodie.light_blue63@gmail.comVoice AI Call · Sep 10, 07:00 PM CT+18323037045 · jodie.light_blue63@gmail.com
terrell test testerOther · Sep 10, 05:00 PM CTerroldobbins@tmgconsultingllc.net
kristen bradleyOther · Sep 10, 05:00 PM CTinfo@ktbradleycpa.com
oralia nicholasOther · Sep 10, 11:55 AM CT+16823441940 · olanick48@gmail.co
ashley thomasOther · Sep 10, 10:54 AM CT+13372877211 · acthomas0811@gmail.com
yaya pomboloOther · Sep 10, 10:39 AM CT+12818571077 · yayalukoki@gmail.com
adeola mustaphaOther · Sep 10, 10:35 AM CT+18327291251 · kmustap22@gmail.com
Identity Theft / IP PIN Clients (0)
No clients currently flagged for identity theft or IP PIN.
Missed Calls (0)
No missed calls in the last day.
New Leads (7)
Oralia NicholasJoin Our Team · Sep 10, 04:55 PM
Ashley ThomasJoin Our Team · Sep 10, 03:54 PM
Yaya PomboloJoin Our Team · Sep 10, 03:39 PM
Adeola MustaphaJoin Our Team · Sep 10, 03:35 PM
Waiting On You (4)
Darrell Hudec220.7d waitingWe help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa91.6d waitingAbsolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate57.9d waitingstop
Kristen T Bradley8.7d waiting Today (0)
Nothing on the calendar today.
Stuck (6)
Ericka FreemanReady for Prep · 155d
COREY BEDFORDAwaiting Docs · 30d
Nashiba WalkerAwaiting Docs · 30d
ENZO ENZOAwaiting Docs · 30d
Kristen BradleyAwaiting Docs · 17d
Jamaica T BrothersNew Lead · 11d
Your Three Moves Today
- Reply to Darrell Hudec, waiting 220.7 days (Call).
- Push Ericka Freeman forward, stuck at “Ready for Prep” for 155 days.
- Follow up with COREY BEDFORD, stuck at “Awaiting Docs” for 30 days.