mattrguerra.comHouston area
Matt Guerra
  1. 01AI & Automation
  2. 02Photography
  3. 03Design
  4. 04About
  5. 05Notes
  6. 06Contact
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Celia Iverson.md

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03-Clients/client-stubs/Celia Iverson.md

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Celia
  5. last_name: Iverson
  6. email: celia.iverson@heroncredit.example
  7. user_group: ''
  8. user_group_correct: Palladium Partner
  9. industry: ''
  10. company: Heron Credit Union
  11. phone: (372) 555-0167
  12. ltv: $7,241.47
  13. repeat_revenue: $4,823.26
  14. title: ''
  15. company_website: ''
  16. total_orders_count: 5
  17. last_order_date: '2026-09-17'
  18. source: weekly_partner_pipeline
  19. last_modified: '2026-09-21'
  20. tags:
  21. - client
  22. - partner-pipeline
  23. outreach_pipelines:
  24. partner_outreach:
  25. stage: Deal won
  26. status: completed
  27. entered: '2026-03-02'
  28. last_touch: null
  29. next_step: null
  30. next_date: null
  31. ---
  33. # Celia Iverson
  35. ## Snapshot
  36. | Field | Value |
  37. |-------|-------|
  38. | Title | [TBD] |
  39. | Company | Heron Credit Union |
  40. | Email | celia.iverson@heroncredit.example |
  41. | Phone | (372) 555-0167 |
  43. ## Order History
  44. - Total orders: 4
  45. - Lifetime value: $6,587.59
  46. - Repeat revenue: $4,169.38
  47. - Last order: 2026-09-14
  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. |------|----------|---------|----------|---------|-----------|