Demo Pilot — Internal Review

KT Everyday

Monday, August 10, 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 Hudec188.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa59.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate25.9d waiting
stop
Badge Confirmed18.8d waiting
✅ Your account is currently eligible to join the verification program and apply for the official “Blue V” verification b
Kristen T Bradley1.6d waiting

Today (0)

Nothing on the calendar today.

Stuck (15)

ENZO ENZOAppt Booked · 158d
Sarah WilliamsReady for Review · 139d
Carlos MendozaClient Intake · 139d
Michael ChenDocs Requested · 139d
Sofia GutierrezDocs Recevied · 139d
James ThompsonAppt Booked · 139d
Nashiba WalkerAppt Booked · 138d
Sofia RamirezDocs Requested · 138d
Keisha WilliamsReady for Review · 138d
David ChenDocs Recevied · 138d
Marcus JohnsonAppt Booked · 138d
Jazman Deshay WashingtonReady for Review · 129d
COREY BEDFORDClient Intake · 126d
Terry (Lacelia) HudsonDocs Recevied · 123d
Ericka FreemanReady for Review · 123d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 188.7 days (Call).
  2. Push ENZO ENZO forward, stuck at “Appt Booked” for 158 days.
  3. Follow up with Sarah Williams, stuck at “Ready for Review” for 139 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