mattrguerra.comHouston area
Matt Guerra
  1. 01AI & Automation
  2. 02Photography
  3. 03Design
  4. 04About
  5. 05Notes
  6. 06Contact
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mattrguerra/meridian-outreach-vaultmainPrivate on GitHub, published here in full

Ada Vance.md

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03-Clients/client-stubs/Ada Vance.md

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Ada
  5. last_name: Vance
  6. email: ada.vance@cinderdental.example
  7. user_group: ''
  8. user_group_correct: Platinum Partner
  9. industry: ''
  10. company: Cinder Dental
  11. phone: (834) 555-0117
  12. ltv: $15,565.24
  13. repeat_revenue: $5,544.24
  14. title: ''
  15. company_website: ''
  16. total_orders_count: 16
  17. last_order_date: '2025-01-27'
  18. source: weekly_partner_pipeline
  19. last_modified: '2026-09-21'
  20. tags:
  21. - client
  22. - partner-pipeline
  23. outreach_pipelines:
  24. winback:
  25. stage: Activated
  26. status: active
  27. entered: '2026-08-06'
  28. last_touch: null
  29. next_step: null
  30. next_date: null
  31. ---
  33. # Ada Vance
  35. ## Snapshot
  36. | Field | Value |
  37. |-------|-------|
  38. | Title | [TBD] |
  39. | Company | Cinder Dental |
  40. | Email | ada.vance@cinderdental.example |
  41. | Phone | (834) 555-0117 |
  43. ## Order History
  44. - Total orders: 16
  45. - Lifetime value: $15,565.24
  46. - Repeat revenue: $5,544.24
  47. - Last order: 2025-01-27
  49. ## Research
  50. <!-- Enriched via client-enrich. Never overwrite Human Notes. -->
  51. ### Company
  52. [TBD]
  53. ### Person / LinkedIn
  54. [TBD]
  55. ### Recent News & Signals
  56. [TBD]
  57. ### Sources
  59. ## Human Notes
  60. <!-- Matt's space. Automation never writes here. -->
  62. ## Outreach Log
  63. | Date | Pipeline | Channel | Template | Outcome | Next step |
  64. |------|----------|---------|----------|---------|-----------|