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Otto Penhaligon.md

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03-Clients/client-stubs/Otto Penhaligon.md

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Otto
  5. last_name: Penhaligon
  6. email: otto.penhaligon@kestrelclinic.example
  7. user_group: ''
  8. user_group_correct: Palladium Partner
  9. industry: ''
  10. company: Kestrel Clinic Group
  11. phone: (531) 555-0164
  12. ltv: $7,156.85
  13. repeat_revenue: $2,994.94
  14. title: ''
  15. company_website: ''
  16. total_orders_count: 3
  17. last_order_date: '2025-02-14'
  18. source: weekly_partner_pipeline
  19. last_modified: '2026-09-21'
  20. tags:
  21. - client
  22. - partner-pipeline
  23. outreach_pipelines:
  24. winback:
  25. stage: Winback Outreach Completed
  26. status: completed
  27. entered: '2026-02-09'
  28. last_touch: null
  29. next_step: null
  30. next_date: null
  31. ---
  32. # Otto Penhaligon
  33. ## Snapshot
  34. | Field | Value |
  35. |-------|-------|
  36. | Title | [TBD] |
  37. | Company | Kestrel Clinic Group |
  38. | Email | otto.penhaligon@kestrelclinic.example |
  39. | Phone | (531) 555-0164 |
  40. ## Order History
  41. - Total orders: 3
  42. - Lifetime value: $7,156.85
  43. - Repeat revenue: $2,994.94
  44. - Last order: 2025-02-14
  45. ## Research
  46. <!-- Enriched via client-enrich. Never overwrite Human Notes. -->
  47. ### Company
  48. [TBD]
  49. ### Person / LinkedIn
  50. [TBD]
  51. ### Recent News & Signals
  52. [TBD]
  53. ### Sources
  54. ## Human Notes
  55. <!-- Matt's space. Automation never writes here. -->
  56. ## Outreach Log
  57. | Date | Pipeline | Channel | Template | Outcome | Next step |
  58. |------|----------|---------|----------|---------|-----------|