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Uma Kettering.md

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

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Uma
  5. last_name: Kettering
  6. email: uma.kettering@northwindevents.example
  7. user_group: ''
  8. user_group_correct: Palladium Partner
  9. industry: ''
  10. company: Northwind Events
  11. phone: (727) 555-0164
  12. ltv: $2,790.81
  13. repeat_revenue: $1,364.03
  14. title: ''
  15. company_website: ''
  16. total_orders_count: 2
  17. last_order_date: '2024-07-01'
  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. ---
  32. # Uma Kettering
  33. ## Snapshot
  34. | Field | Value |
  35. |-------|-------|
  36. | Title | [TBD] |
  37. | Company | Northwind Events |
  38. | Email | uma.kettering@northwindevents.example |
  39. | Phone | (727) 555-0164 |
  40. ## Order History
  41. - Total orders: 2
  42. - Lifetime value: $2,790.81
  43. - Repeat revenue: $1,364.03
  44. - Last order: 2024-07-01
  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. |------|----------|---------|----------|---------|-----------|