Demo Pilot, Internal Review

KT Everyday

Thursday, September 03, 2026 · Morning Brief

New Leads (Last 24 Hours) (13)

terry (lacelia) hudsonCall-in / Walk-in · Sep 03, 07:00 AM CT
+12816428010 · terryhudson@sbcglobal.net
kristen bradleyOther · Sep 02, 05:00 PM CT
info@ktbradleycpa.com
kristen t bradleyOther · Sep 02, 03:30 PM CT
julia pantallionOther · Sep 02, 02:26 PM CT
+15708999683 · juliapantallion@gmail.com
franceska menendezOther · Sep 02, 12:34 PM CT
+18329030082 · dannymenendez@me.com
enzo enzoOther · Sep 02, 12:34 PM CT
+18327435004
kelvin baptisteOther · Sep 02, 12:34 PM CT
+13464655574 · kelvinb70@gmail.com
montrell wallaceOther · Sep 02, 12:34 PM CT
+16789234794 · montrellwallace@yahoo.com
nashiba walkerCall-in / Walk-in · Sep 02, 12:34 PM CT
+14694386302 · nashibawalker@gmail.com
jazman deshay washingtonMissed Call · Sep 02, 12:34 PM CT
+18178559022 · jazman.deshay@yahoo.com
corey bedfordOther · Sep 02, 12:34 PM CT
+12146631858 · corey@bed4d.com
ericka freemanVoice AI Call · Sep 02, 12:34 PM CT
+18046472870 · ericka.freeman@outlook.com
(832) 303-7045Voice AI Call · Sep 02, 08:32 AM CT
+18323037045

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 (13)

Julia PantallionJoin Our Team · Sep 02, 07:26 PM

Waiting On You (4)

Darrell Hudec212.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa83.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate49.9d waiting
stop
Kristen T Bradley0.7d waiting

Today (0)

Nothing on the calendar today.

Stuck (4)

Ericka FreemanReady for Prep · 147d
COREY BEDFORDAwaiting Docs · 22d
Nashiba WalkerAwaiting Docs · 22d
ENZO ENZOAwaiting Docs · 22d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 212.7 days (Call).
  2. Push Ericka Freeman forward, stuck at “Ready for Prep” for 147 days.
  3. Follow up with COREY BEDFORD, stuck at “Awaiting Docs” for 22 days.