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

Cassius Alcott.md

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03-Clients/client-stubs/Cassius Alcott.md

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Cassius
  5. last_name: Alcott
  6. email: cassius.alcott@kestrelevents.example
  7. user_group: ''
  8. user_group_correct: Palladium Partner
  9. industry: events services
  10. company: Kestrel Events
  11. phone: (348) 555-0198
  12. ltv: $7,426.60
  13. repeat_revenue: $4,173.54
  14. title: Event Producer
  15. company_website: https://www.kestrelevents.example
  16. total_orders_count: 8
  17. last_order_date: '2026-09-17'
  18. source: weekly_partner_pipeline
  19. last_modified: '2026-09-22'
  20. tags:
  21. - client
  22. - partner-pipeline
  23. outreach_pipelines:
  24. quarterly_checkin:
  25. stage: First Email Sent
  26. status: active
  27. entered: '2026-07-27'
  28. last_touch: null
  29. next_step: null
  30. next_date: null
  31. ---
  33. # Cassius Alcott
  35. ## Snapshot
  36. | Field | Value |
  37. |-------|-------|
  38. | Title | Event Producer |
  39. | Company | Kestrel Events |
  40. | Email | cassius.alcott@kestrelevents.example |
  41. | Phone | (348) 555-0198 |
  43. ## Order History
  44. - Total orders: 6
  45. - Lifetime value: $6,111.45
  46. - Repeat revenue: $2,858.39
  47. - Last order: 2025-10-17
  49. ## Research
  50. <!-- Enriched 2026-09-22 via client-enrich skill. Sourced below. Never overwrite Human Notes. -->
  51. ### Company
  52. - Name: Kestrel Events
  53. - Domain: kestrelevents.example [Apollo]
  54. - Industry: events services [Apollo]
  55. - Employees: ~30 [Apollo]
  56. ### Person / LinkedIn
  57. - Title: Event Producer [Apollo]
  58. ### Recent News & Signals
  59. - 2026-09-02: Kestrel is producing the fall home and garden show at the county expo center. https://www.kestrelevents.example/shows/home-garden-fall
  60. - Reason to reach out: in the check-in cadence; a show they produce means signage for them and referrals to exhibitors.
  61. ### Sources
  62. - Apollo enrichment (people-match), 2026-09-22
  63. - https://www.kestrelevents.example/shows/home-garden-fall
  65. ## Human Notes
  66. <!-- Matt's space. Automation never writes here. -->
  68. ## Outreach Log
  69. | Date | Pipeline | Channel | Template | Outcome | Next step |
  70. |------|----------|---------|----------|---------|-----------|
  71. | 2026-07-29 | Quarterly Check-In | Email | [[Email-Success-CheckIn-1-Short]] | Sent, no reply | Follow-up drafted |