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

client-stub.md

Markdown1.3 KB66 lines

_templates/client-stub.md

  1. ---
  2. type: client
  3. bitrix_id: ''
  4. plinth_id: ''
  5. first_name: '[TBD]'
  6. last_name: '[TBD]'
  7. email: ''
  8. user_group: ''
  9. user_group_correct: ''
  10. industry: ''
  11. company: ''
  12. phone: ''
  13. ltv: ''
  14. repeat_revenue: ''
  15. title: ''
  16. company_website: ''
  17. total_orders_count:
  18. last_order_date: ''
  19. source: ''
  20. last_modified: ''
  21. # outreach_pipelines: add only when the client enters a Bitrix funnel.
  22. # Keys: partner_outreach (cat 24) | quarterly_checkin (cat 36) | winback (cat 26)
  23. # outreach_pipelines:
  24. # quarterly_checkin:
  25. # stage: ''
  26. # status: active # active | won | lost
  27. # entered: ''
  28. # last_touch: null
  29. # next_step: ''
  30. # next_date: null
  31. tags:
  32. - client
  33. ---
  35. # [First] [Last]
  37. ## Snapshot
  38. | Field | Value |
  39. |-------|-------|
  40. | Title | [TBD] |
  41. | Company | [TBD] |
  42. | Email | [TBD] |
  43. | Phone | [TBD] |
  45. ## Order History
  46. - Total orders: [TBD]
  47. - Lifetime value: [TBD]
  48. - Repeat revenue: [TBD]
  49. - Last order: [TBD]
  51. ## Research
  52. <!-- Enriched via client-enrich. Never overwrite Human Notes. -->
  53. ### Company
  54. [TBD]
  55. ### Person / LinkedIn
  56. [TBD]
  57. ### Recent News & Signals
  58. [TBD]
  59. ### Sources
  61. ## Human Notes
  62. <!-- Matt's space. Automation never writes here. -->
  64. ## Outreach Log
  65. | Date | Pipeline | Channel | Template | Outcome | Next step |
  66. |------|----------|---------|----------|---------|-----------|