Demo Pilot, Internal Review

KT Everyday

Thursday, September 17, 2026 · Morning Brief

New Leads (Last 24 Hours) (4)

kristen bradleyOther · Sep 16, 05:15 PM CT
info@ktbradleycpa.com
terrell test testerOther · Sep 16, 04:45 PM CT
erroldobbins@tmgconsultingllc.net
(832) 390-3415Other · Sep 16, 10:23 AM CT
+18323903415
jodie.light_blue63@gmail.comVoice AI Call · Sep 16, 10:23 AM CT
+18323037045 · jodie.light_blue63@gmail.com

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 (4)

No new leads in the last day.

Waiting On You (4)

Darrell Hudec226.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa97.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate63.9d waiting
stop
Kristen T Bradley14.7d waiting

Today (0)

Nothing on the calendar today.

Stuck (10)

ENZO ENZOAwaiting Docs · 36d
Kristen BradleyAwaiting Docs · 23d
Jamaica T BrothersNew Lead · 17d
Terry (Lacelia) HudsonReady for Prep · 15d
Richie Basdeok. MNew Lead · 13d
Jazman Deshay WashingtonDocuments incomplete · 15d
Montrell WallaceDocuments incomplete · 15d
Enzo EnzoDocuments incomplete · 15d
Franceska MenendezDocuments incomplete · 15d
Kelvin BaptisteDocuments incomplete · 15d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 226.7 days (Call).
  2. Push ENZO ENZO forward, stuck at “Awaiting Docs” for 36 days.
  3. Nudge Jazman Deshay Washington on missing documents, checklist incomplete for 15 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only