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

Nell Kettering.md

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03-Clients/client-stubs/Nell Kettering.md

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Nell
  5. last_name: Kettering
  6. email: nell.kettering@larchcoffee.example
  7. user_group: ''
  8. user_group_correct: Palladium Partner
  9. industry: food & beverages
  10. company: Larch Coffee Roasters
  11. phone: (812) 555-0108
  12. ltv: $7,621.12
  13. repeat_revenue: $3,779.10
  14. title: Owner
  15. company_website: https://www.larchcoffee.example
  16. total_orders_count: 5
  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: Second Email Sent
  26. status: active
  27. entered: '2026-07-27'
  28. last_touch: null
  29. next_step: null
  30. next_date: null
  31. ---
  33. # Nell Kettering
  35. ## Snapshot
  36. | Field | Value |
  37. |-------|-------|
  38. | Title | Owner |
  39. | Company | Larch Coffee Roasters |
  40. | Email | nell.kettering@larchcoffee.example |
  41. | Phone | (812) 555-0108 |
  43. ## Order History
  44. - Total orders: 3
  45. - Lifetime value: $5,950.72
  46. - Repeat revenue: $2,108.70
  47. - Last order: 2025-12-26
  49. ## Research
  50. <!-- Enriched 2026-09-22 via client-enrich skill. Sourced below. Never overwrite Human Notes. -->
  51. ### Company
  52. - Name: Larch Coffee Roasters
  53. - Domain: larchcoffee.example [Apollo]
  54. - Industry: food & beverages; roaster with a farmers-market stand [Apollo]
  55. - Employees: ~12 [Apollo]
  56. ### Person / LinkedIn
  57. - Title: Owner [Apollo], confirmed on the About page. https://www.larchcoffee.example/about
  58. ### Recent News & Signals
  59. - 2026-08-20: announced a wholesale program for cafes and offices. https://www.larchcoffee.example/wholesale
  60. - Reason to reach out: small account, steady orders; the wholesale launch means trade tables and tasting events.
  61. ### Sources
  62. - Apollo enrichment (people-match), 2026-09-22
  63. - https://www.larchcoffee.example/about
  64. - https://www.larchcoffee.example/wholesale
  66. ## Human Notes
  67. <!-- Matt's space. Automation never writes here. -->
  68. Replied to the first check-in by phone, asked to hear back once the wholesale program is live. Hence the second email.
  70. ## Outreach Log
  71. | Date | Pipeline | Channel | Template | Outcome | Next step |
  72. |------|----------|---------|----------|---------|-----------|
  73. | 2026-07-29 | Quarterly Check-In | Email | [[Email-Success-CheckIn-1-Full]] | Replied by phone | Follow up after wholesale launch |
  74. | 2026-08-11 | Quarterly Check-In | Email | [[Email-Success-CheckIn-2-Followup]] | Sent | Call in October |