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

Zadie Ambrose.md

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03-Clients/client-stubs/Zadie Ambrose.md

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. first_name: Zadie
  5. last_name: Ambrose
  6. email: zadie.ambrose@orchardcredit.example
  7. user_group: ''
  8. user_group_correct: Palladium Partner
  9. industry: ''
  10. company: Orchard Credit Union
  11. phone: (788) 555-0119
  12. ltv: $7,098.27
  13. repeat_revenue: $3,895.93
  14. title: ''
  15. company_website: ''
  16. total_orders_count: 6
  17. last_order_date: '2026-09-17'
  18. source: weekly_partner_pipeline
  19. last_modified: '2026-09-21'
  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. ---
  33. # Zadie Ambrose
  35. ## Snapshot
  36. | Field | Value |
  37. |-------|-------|
  38. | Title | [TBD] |
  39. | Company | Orchard Credit Union |
  40. | Email | zadie.ambrose@orchardcredit.example |
  41. | Phone | (788) 555-0119 |
  43. ## Order History
  44. - Total orders: 5
  45. - Lifetime value: $5,880.73
  46. - Repeat revenue: $2,678.39
  47. - Last order: 2025-10-24
  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. |------|----------|---------|----------|---------|-----------|