Demo Pilot, Internal Review

KT Everyday

Monday, August 24, 2026 · Morning Brief

New Leads (Last 24 Hours) (1)

terrell test testerOther · Aug 23, 07:53 PM CT
erroldobbins@tmgconsultingllc.net

Missed Calls (0)

No missed calls in the last day.

New Leads (1)

No new leads in the last day.

Waiting On You (4)

Darrell Hudec202.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa73.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate39.9d waiting
stop
Kristen T Bradley13.9d waiting

Today (0)

Nothing on the calendar today.

Stuck (8)

Jazman Deshay WashingtonReady for Review · 143d
Ericka FreemanReady for Review · 137d
Terry (Lacelia) HudsonDocuments incomplete · 12d
Ericka FreemanDocuments incomplete · 12d
Corey BedfordDocuments incomplete · 12d
Jazman Deshay WashingtonDocuments incomplete · 12d
Nashiba WalkerDocuments incomplete · 12d
Enzo EnzoDocuments incomplete · 12d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 202.7 days (Call).
  2. Push Jazman Deshay Washington forward, stuck at “Ready for Review” for 143 days.
  3. Nudge Terry (Lacelia) Hudson on missing documents, checklist incomplete for 12 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only