Demo Pilot — Internal Review

KT Everyday

Tuesday, August 11, 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 (5)

Darrell Hudec189.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa60.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate26.9d waiting
stop
Badge Confirmed19.8d waiting
✅ Your account is currently eligible to join the verification program and apply for the official “Blue V” verification b
Kristen T Bradley0.9d waiting

Today (0)

Nothing on the calendar today.

Stuck (15)

ENZO ENZOAppt Booked · 159d
Sarah WilliamsReady for Review · 140d
Carlos MendozaClient Intake · 140d
Michael ChenDocs Requested · 140d
Sofia GutierrezDocs Recevied · 140d
James ThompsonAppt Booked · 140d
Nashiba WalkerAppt Booked · 139d
Sofia RamirezDocs Requested · 139d
Keisha WilliamsReady for Review · 139d
David ChenDocs Recevied · 139d
Marcus JohnsonAppt Booked · 139d
Jazman Deshay WashingtonReady for Review · 130d
COREY BEDFORDClient Intake · 127d
Terry (Lacelia) HudsonDocs Recevied · 124d
Ericka FreemanReady for Review · 124d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 189.7 days (Call).
  2. Push ENZO ENZO forward, stuck at “Appt Booked” for 159 days.
  3. Follow up with Sarah Williams, stuck at “Ready for Review” for 140 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