mattrguerra.comHouston area
Matt Guerra
  1. 01AI & Automation
  2. 02Photography
  3. 03Design
  4. 04About
  5. 05Notes
  6. 06Contact
Back to the systems

mattrguerra/meridian-outreach-vaultmainPrivate on GitHub, published here in full

Palladium-Partner.md

Markdown2.0 KB40 lines

01-Tiers/Palladium-Partner.md

  1. ---
  2. type: tier
  3. scope: 01-Tiers
  4. tier_name: "Palladium Partner"
  5. user_group: "Palladium Partner"
  6. annual_volume: "$2.5K to $8K lifetime spend"
  7. source: "07-Automation/partner-thresholds.md (ltv_bands); program definitions owned by Ines Carvalho"
  8. tags: [outreach, tier, partner-program]
  9. created: 2026-06-16
  10. updated: 2026-09-28
  11. aliases: ["Palladium Partner"]
  12. ---
  14. # Palladium Partner
  16. Partner Program tier. Maps to the computed `user_group_correct` value **"Palladium Partner"** in the client data. The band is set in the `ltv_bands` block of [[partner-thresholds]]; the program definitions are Ines Carvalho's. See [[00-Index]].
  18. **Lifetime spend band:** $2,500 to $8,000 (lower bound inclusive, upper exclusive)
  20. The entry tier. Most accounts cross into it from [[Retail]] and get their first Partner Program touch through the Partner Tier Upgrade funnel ([[Client-Interaction]]).
  22. ## Benefits
  23. - Free design revisions through the Design Studio
  24. - Free full-color printing on standard graphics
  25. - A named Display Consultant, with a client success rep as backup
  26. - Partner quantity pricing on repeat items
  28. ## Clients in this tier
  30. Filters on `user_group_correct`, the tier the weekly driver computes. Raw `user_group` is blank on the stubs, so filtering on it under-reports to zero. `ltv` is a currency string (`"$6,887.10"`), so a Dataview sort on it would be lexical and put $9,000 above $12,000; the list sorts by most recent order instead.
  32. ```dataview
  33. TABLE WITHOUT ID file.link AS "Client", company AS "Company", email AS "Email", ltv AS "LTV", total_orders_count AS "Orders", last_order_date AS "Last Order"
  34. FROM "03-Clients/client-stubs"
  35. WHERE user_group_correct = "Palladium Partner"
  36. SORT last_order_date DESC
  37. ```
  39. ## Outreach fit
  40. Clients here are reached through [[Check-In-Outreach]] (Palladium / Platinum) or [[Executive-Outreach]] (Platinum+ / Iridium / Rhodium). New tier crossings and never-contacted accounts go to [[Client-Interaction]] (Partner Tier Upgrade, cat 24). Lapsed accounts (no order in 12+ months) route to [[Winback-Outreach]]. Routing rules: [[pipeline-routing-rules]].