Demo Pilot, Internal Review

KT Everyday

Sunday, September 13, 2026 · Morning Brief

New Leads (Last 24 Hours) (3)

jodie.light_blue63@gmail.comVoice AI Call · Sep 12, 07:00 PM CT
+18323037045 · jodie.light_blue63@gmail.com
kristen bradleyOther · Sep 12, 05:00 PM CT
info@ktbradleycpa.com
terrell test testerOther · Sep 12, 05:00 PM CT
erroldobbins@tmgconsultingllc.net

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 (3)

No new leads in the last day.

Waiting On You (4)

Darrell Hudec222.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa93.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate59.9d waiting
stop
Kristen T Bradley10.7d waiting

Today (0)

Nothing on the calendar today.

Stuck (15)

Ericka FreemanReady for Prep · 157d
COREY BEDFORDAwaiting Docs · 32d
Nashiba WalkerAwaiting Docs · 32d
ENZO ENZOAwaiting Docs · 32d
Kristen BradleyAwaiting Docs · 19d
Jamaica T BrothersNew Lead · 13d
Terry (Lacelia) HudsonReady for Prep · 11d
Ericka FreemanDocuments incomplete · 11d
Corey BedfordDocuments incomplete · 11d
Jazman Deshay WashingtonDocuments incomplete · 11d
Nashiba WalkerDocuments incomplete · 11d
Montrell WallaceDocuments incomplete · 11d
Enzo EnzoDocuments incomplete · 11d
Franceska MenendezDocuments incomplete · 11d
Kelvin BaptisteDocuments incomplete · 11d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 222.7 days (Call).
  2. Push Ericka Freeman forward, stuck at “Ready for Prep” for 157 days.
  3. Nudge Ericka Freeman on missing documents, checklist incomplete for 11 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only