Demo Pilot — Internal Review

KT Everyday

Monday, August 17, 2026 · Morning Brief

New Leads (Last 24 Hours) (0)

No new leads in the last 24 hours.

Missed Calls (0)

No missed calls in the last day.

New Leads (0)

No new leads in the last day.

Waiting On You (4)

Darrell Hudec195.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa66.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate32.9d waiting
stop
Kristen T Bradley6.9d waiting

Today (0)

Nothing on the calendar today.

Stuck (2)

Jazman Deshay WashingtonReady for Review · 136d
Ericka FreemanReady for Review · 130d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 195.7 days (Call).
  2. Push Jazman Deshay Washington forward, stuck at “Ready for Review” for 136 days.
  3. Follow up with Ericka Freeman, stuck at “Ready for Review” for 130 days.

Ask About Today

Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.
KT Everyday — generated 07:45 AM · not sent to the client, internal pilot only