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

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

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Sunniva
  5. last_name: Westbrook
  6. email: sunniva.westbrook@silverleafcredit.example
  7. user_group: ''
  8. user_group_correct: Platinum Partner
  9. industry: financial services
  10. company: Silverleaf Credit Union
  11. phone: (660) 555-0102
  12. ltv: $20,038.02
  13. repeat_revenue: $15,261.10
  14. title: VP of Marketing
  15. company_website: https://www.silverleafcredit.example
  16. total_orders_count: 10
  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. partner_outreach:
  25. stage: TIER CHANGE EMAIL SENT
  26. status: active
  27. entered: '2026-07-20'
  28. last_touch: null
  29. next_step: null
  30. next_date: null
  31. quarterly_checkin:
  32. stage: Dormant
  33. status: active
  34. entered: '2026-05-12'
  35. last_touch: null
  36. next_step: null
  37. next_date: null
  38. ---
  40. # Sunniva Westbrook
  42. ## Snapshot
  43. | Field | Value |
  44. |-------|-------|
  45. | Title | VP of Marketing |
  46. | Company | Silverleaf Credit Union |
  47. | Email | sunniva.westbrook@silverleafcredit.example |
  48. | Phone | (660) 555-0102 |
  50. ## Order History
  51. - Total orders: 9
  52. - Lifetime value: $19,467.97
  53. - Repeat revenue: $14,691.05
  54. - Last order: 2026-01-29
  56. ## Research
  57. <!-- Enriched 2026-09-22 via client-enrich skill. Sourced below. Never overwrite Human Notes. -->
  58. ### Company
  59. - Name: Silverleaf Credit Union
  60. - Domain: silverleafcredit.example [Apollo]
  61. - Industry: financial services; credit union [Apollo]
  62. - Employees: ~320 [Apollo]
  63. ### Person / LinkedIn
  64. - Title: VP of Marketing [Apollo], matches the leadership page. https://www.silverleafcredit.example/about/leadership
  65. ### Recent News & Signals
  66. - 2026-07-01: opened two branches and sponsors a minor-league ballpark this season. https://www.silverleafcredit.example/news/branches-2026
  67. - Reason to reach out: already mid-sequence in Partner Tier Upgrade (tier change email sent 2026-07-21); her quarterly check-in is parked in Dormant until that sequence closes.
  68. ### Sources
  69. - Apollo enrichment (people-match), 2026-09-22
  70. - https://www.silverleafcredit.example/about/leadership
  71. - https://www.silverleafcredit.example/news/branches-2026
  73. ## Human Notes
  74. <!-- Matt's space. Automation never writes here. -->
  75. Tier gift mockup is waiting on her logo files (asked 2026-08-05). Do not start the check-in until the gift is done.
  77. ## Outreach Log
  78. | Date | Pipeline | Channel | Template | Outcome | Next step |
  79. |------|----------|---------|----------|---------|-----------|
  80. | 2026-07-21 | Partner Tier Upgrade | Email | Tier change email (Bitrix) | Sent | Gift mockup on logo files |