BluepointATM — Client Index
Status
Active — Relationship under strain as of March 2026. Client expressed dissatisfaction through a third party (Chris) despite positive sentiment scores on recorded calls. Retention call conducted by Mark Hope on March 12, 2026.
First Seen
Prior to February 2026 (first agency client for BluepointATM; exact start date TBD)
Last Activity
March 12, 2026 — Pre-call prep between Mark Hope and Karly Oykhman; retention call with Wade (client) at 4 PM same day.
Key Contacts
| Name | Role | Notes |
|---|---|---|
| Wade | Owner / Primary Contact | First-time agency client; process-focused; scheduled retention call |
| Mike | Sales Manager | Low call activity (~34 calls/month); not consistently updating HubSpot |
| Eric | Sales (internal) | Most active caller on Bluepoint's team |
Business Model
BluepointATM owns and places reverse ATMs (cash-to-card kiosks) in retail and business locations. Key model details:
- Bluepoint owns the machines; they are not leased to business owners
- Business owners benefit from increased foot traffic and elimination of cash handling — they do not receive revenue from the machines
- This distinction has caused content errors in the past and must be reflected in all copy and social posts
⚠️ Content Rule: Do not describe reverse ATMs as leased or imply business owners earn revenue from them. See [1] for how to encode this in the Client Brain knowledge base.
Active Projects
| Project | Status | Notes |
|---|---|---|
| ABM Outreach (Salesforce) | Active | 249 accounts; 383 sends; 46 opens (12%); 3 scheduling clicks; step 3–4 of sequence |
| LinkedIn Ads | Active | Recently launched; generating leads; part of ABM strategy |
| SEO | Strong | Health score 100%; organic traffic +50%; visitors +35% |
| Website Edits | In Review | 16-page edit list submitted Feb 10; completed ~March 2026; landing pages rebuilt |
| HubSpot CRM | Underutilized | 1 active deal; <100 qualified contacts out of 7,000; Mike making ~34 calls/month |
| Google Ads / PPC | Not managed by Asymmetric | Client managing independently; landing pages previously had quality issues (now resolved) |
| Website Rebuild / PPC Takeover | Pending | Wade has expressed interest contingent on ABM results |
Relationship Notes
- Bluepoint is Asymmetric's first-time agency client — unfamiliar with partnership model norms
- Client tends to be process-focused rather than results-focused; frequently requests approval on minor details
- Agency is waiting on 15+ items from Bluepoint at any given time; client perceives this inversely
- Communication overhead is high: ~27.5 hrs/month in emails, meetings, and Slack — consuming most of the $5k/month retainer before billable work begins
- Sentiment analysis from last recorded call: 7.5/10, described as "solidly positive" — contradicts third-party complaint
- Fee structure includes revenue share on closed deals; potential upside if sales execution improves
Key Deliverables & Reporting
- ATM Analytics Doc — Monthly analytics summary; updated first week of each month
- Weekly Status Report — Sent by Evoke; includes completed items, in-progress work, and items awaiting client response
- Salesforce ABM Dashboards — Two dashboards tracking account progress, sequence steps, opens, and scheduling clicks
Related Docs
- [2]
- [1]
- [3]