mattrguerra.comHouston area
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

Uma Ormsby.md

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

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Uma
  5. last_name: Ormsby
  6. email: uma.ormsby@tidewaterdental.example
  7. user_group: ''
  8. user_group_correct: Palladium Partner
  9. industry: ''
  10. company: Tidewater Dental
  11. phone: (692) 555-0193
  12. ltv: $3,137.91
  13. repeat_revenue: $1,803.19
  14. title: ''
  15. company_website: ''
  16. total_orders_count: 1
  17. last_order_date: '2026-09-16'
  18. source: weekly_partner_pipeline
  19. last_modified: '2026-09-21'
  20. tags:
  21. - client
  22. - partner-pipeline
  23. ---
  25. # Uma Ormsby
  27. ## Snapshot
  28. | Field | Value |
  29. |-------|-------|
  30. | Title | [TBD] |
  31. | Company | Tidewater Dental |
  32. | Email | uma.ormsby@tidewaterdental.example |
  33. | Phone | (692) 555-0193 |
  35. ## Order History
  36. - Total orders: 1
  37. - Lifetime value: $3,137.91
  38. - Repeat revenue: $1,803.19
  39. - Last order: 2026-09-16
  41. ## Research
  42. <!-- Enriched via client-enrich. Never overwrite Human Notes. -->
  43. ### Company
  44. [TBD]
  45. ### Person / LinkedIn
  46. [TBD]
  47. ### Recent News & Signals
  48. [TBD]
  49. ### Sources
  51. ## Human Notes
  52. <!-- Matt's space. Automation never writes here. -->
  54. ## Outreach Log
  55. | Date | Pipeline | Channel | Template | Outcome | Next step |
  56. |------|----------|---------|----------|---------|-----------|