Demo Pilot — Internal Review

KT Everyday

Sunday, August 16, 2026 · Morning Brief

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 Hudec194.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa65.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate31.9d waiting
stop
Kristen T Bradley5.9d waiting

Today (0)

Nothing on the calendar today.

Stuck (2)

Jazman Deshay WashingtonReady for Review · 135d
Ericka FreemanReady for Review · 129d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 194.7 days (Call).
  2. Push Jazman Deshay Washington forward, stuck at “Ready for Review” for 135 days.
  3. Follow up with Ericka Freeman, stuck at “Ready for Review” for 129 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