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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

Sunniva Lockhart.md

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03-Clients/client-stubs/Sunniva Lockhart.md

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Sunniva
  5. last_name: Lockhart
  6. email: sunniva.lockhart@crescentcredit.example
  7. user_group: ''
  8. user_group_correct: Palladium Partner
  9. industry: ''
  10. company: Crescent Credit Union
  11. phone: (652) 555-0166
  12. ltv: $2,870.29
  13. repeat_revenue: $1,662.38
  14. title: ''
  15. company_website: ''
  16. total_orders_count: 2
  17. last_order_date: '2025-07-25'
  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: Client
  26. status: active
  27. entered: '2026-08-06'
  28. last_touch: null
  29. next_step: null
  30. next_date: null
  31. ---
  33. # Sunniva Lockhart
  35. ## Snapshot
  36. | Field | Value |
  37. |-------|-------|
  38. | Title | [TBD] |
  39. | Company | Crescent Credit Union |
  40. | Email | sunniva.lockhart@crescentcredit.example |
  41. | Phone | (652) 555-0166 |
  43. ## Order History
  44. - Total orders: 2
  45. - Lifetime value: $2,870.29
  46. - Repeat revenue: $1,662.38
  47. - Last order: 2025-07-25
  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. |------|----------|---------|----------|---------|-----------|