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Matt Guerra
  1. 01AI & Automation
  2. 02Photography
  3. 03Design
  4. 04About
  5. 05Notes
  6. 06Contact
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Calla Sutcliffe.md

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03-Clients/client-stubs/Calla Sutcliffe.md

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Calla
  5. last_name: Sutcliffe
  6. email: calla.sutcliffe@harbormarketing.example
  7. user_group: ''
  8. user_group_correct: Iridium Partner
  9. industry: marketing & advertising
  10. company: Harbor Marketing
  11. phone: (399) 555-0191
  12. ltv: $74,388.71
  13. repeat_revenue: $42,838.59
  14. title: Senior Account Director
  15. company_website: https://www.harbormarketing.example
  16. total_orders_count: 50
  17. last_order_date: '2023-05-21'
  18. source: weekly_partner_pipeline
  19. last_modified: '2026-09-22'
  20. tags:
  21. - client
  22. - partner-pipeline
  23. ---
  25. # Calla Sutcliffe
  27. ## Snapshot
  28. | Field | Value |
  29. |-------|-------|
  30. | Title | Senior Account Director |
  31. | Company | Harbor Marketing |
  32. | Email | calla.sutcliffe@harbormarketing.example |
  33. | Phone | (399) 555-0191 |
  35. ## Order History
  36. - Total orders: 50
  37. - Lifetime value: $74,388.71
  38. - Repeat revenue: $42,838.59
  39. - Last order: 2023-05-21
  41. ## Research
  42. <!-- Enriched 2026-09-22 via client-enrich skill. Sourced below. Never overwrite Human Notes. -->
  43. ### Company
  44. - Name: Harbor Marketing
  45. - Domain: harbormarketing.example [Apollo]
  46. - Industry: marketing & advertising; experiential and trade show programs [Apollo]
  47. - Employees: ~45 [Apollo]
  48. ### Person / LinkedIn
  49. - Title: Senior Account Director [Apollo]
  50. - Read: agency buyer. The orders were for their clients' shows, so the relationship is with Calla, not the end brands.
  51. ### Recent News & Signals
  52. - 2026-05-20: agency announced two new retail-brand clients with national trade show calendars. https://www.harbormarketing.example/news/new-clients-2026
  53. - No news found on Calla personally.
  54. - Reason to reach out: agency with new show-heavy clients and no order since 2023-05. Winback; the agency angle (white-label shipping, storage) is the hook.
  55. ### Sources
  56. - Apollo enrichment (people-match), 2026-09-22
  57. - https://www.harbormarketing.example/news/new-clients-2026
  59. ## Human Notes
  60. <!-- Matt's space. Automation never writes here. -->
  62. ## Outreach Log
  63. | Date | Pipeline | Channel | Template | Outcome | Next step |
  64. |------|----------|---------|----------|---------|-----------|