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Juniper Cavendish.md

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03-Clients/client-stubs/Juniper Cavendish.md

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Juniper
  5. last_name: Cavendish
  6. email: juniper.cavendish@cobaltchurch.example
  7. user_group: ''
  8. user_group_correct: Platinum Partner
  9. industry: religious institutions
  10. company: Cobalt Church
  11. phone: (355) 555-0158
  12. ltv: $24,912.16
  13. repeat_revenue: $19,002.63
  14. title: Operations Manager
  15. company_website: https://www.cobaltchurch.example
  16. total_orders_count: 21
  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. ---
  24. # Juniper Cavendish
  25. ## Snapshot
  26. | Field | Value |
  27. |-------|-------|
  28. | Title | Operations Manager |
  29. | Company | Cobalt Church |
  30. | Email | juniper.cavendish@cobaltchurch.example |
  31. | Phone | (355) 555-0158 |
  32. ## Order History
  33. - Total orders: 20
  34. - Lifetime value: $23,700.25
  35. - Repeat revenue: $17,790.72
  36. - Last order: 2026-04-30
  37. ## Research
  38. <!-- Enriched 2026-09-22 via client-enrich skill. Sourced below. Never overwrite Human Notes. -->
  39. ### Company
  40. - Name: Cobalt Church
  41. - Domain: cobaltchurch.example [Apollo]
  42. - Industry: religious institutions [Apollo]
  43. - Employees: ~35 [Apollo]
  44. ### Person / LinkedIn
  45. - Title: Operations Manager [Apollo]
  46. - No second source for the title; confirm on the call.
  47. ### Recent News & Signals
  48. - 2026-09-17: ordered again this month (Plinth), just under the Iridium line.
  49. - 2026-08-22: church site lists a fall outreach series in three parks. https://www.cobaltchurch.example/events/fall-outreach
  50. - Reason to reach out: active, never contacted, close to the next tier. Partner Tier Upgrade first touch.
  51. ### Sources
  52. - Apollo enrichment (people-match), 2026-09-22
  53. - https://www.cobaltchurch.example/events/fall-outreach
  54. ## Human Notes
  55. <!-- Matt's space. Automation never writes here. -->
  56. ## Outreach Log
  57. | Date | Pipeline | Channel | Template | Outcome | Next step |
  58. |------|----------|---------|----------|---------|-----------|