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Matt Guerra
  1. 01AI & Automation
  2. 02Photography
  3. 03Design
  4. 04About
  5. 05Notes
  6. 06Contact
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Saoirse Tamsworth.md

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03-Clients/client-stubs/Saoirse Tamsworth.md

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Saoirse
  5. last_name: Tamsworth
  6. email: saoirse.tamsworth@sundialmarketing.example
  7. user_group: ''
  8. user_group_correct: Palladium Partner
  9. industry: marketing & advertising
  10. company: Sundial Marketing
  11. phone: (360) 555-0112
  12. ltv: $7,763.68
  13. repeat_revenue: $3,719.40
  14. title: Brand Manager
  15. company_website: https://www.sundialmarketing.example
  16. total_orders_count: 4
  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: '2026-08-06'
  28. last_touch: null
  29. next_step: null
  30. next_date: null
  31. ---
  33. # Saoirse Tamsworth
  35. ## Snapshot
  36. | Field | Value |
  37. |-------|-------|
  38. | Title | Brand Manager |
  39. | Company | Sundial Marketing |
  40. | Email | saoirse.tamsworth@sundialmarketing.example |
  41. | Phone | (360) 555-0112 |
  43. ## Order History
  44. - Total orders: 3
  45. - Lifetime value: $7,278.90
  46. - Repeat revenue: $3,234.62
  47. - Last order: 2026-07-14
  49. ## Research
  50. <!-- Enriched 2026-09-22 via client-enrich skill. Sourced below. Never overwrite Human Notes. -->
  51. ### Company
  52. - Name: Sundial Marketing
  53. - Domain: sundialmarketing.example [Apollo]
  54. - Industry: marketing & advertising [Apollo]
  55. - Employees: ~20 [Apollo]
  56. ### Person / LinkedIn
  57. - Title: Brand Manager [Apollo], matches the team page. https://www.sundialmarketing.example/team
  58. ### Recent News & Signals
  59. - 2026-07-15: Sundial published a case study on a pop-up tour for a beverage client, seven cities. https://www.sundialmarketing.example/work/popup-tour
  60. - Reason to reach out: in the quarterly cadence; the pop-up tour is the opener for the check-in.
  61. ### Sources
  62. - Apollo enrichment (people-match), 2026-09-22
  63. - https://www.sundialmarketing.example/work/popup-tour
  64. - https://www.sundialmarketing.example/team
  66. ## Human Notes
  67. <!-- Matt's space. Automation never writes here. -->
  69. ## Outreach Log
  70. | Date | Pipeline | Channel | Template | Outcome | Next step |
  71. |------|----------|---------|----------|---------|-----------|
  72. | 2026-09-16 | Quarterly Check-In | Email | [[Email-Success-CheckIn-1-Full]] | Sent, no reply yet | Second email if no reply by 09-30 |