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CAI Monthly Call — November 2025

Overview

Monthly marketing review call with Citrus America. Covered HubSpot CRM workflow updates, SEO and content strategy direction, ad budget reallocation, non-juicer product go-to-market planning, competitor comparison pages, and newsletter finalization. Ben San Fratello was introduced as the incoming lead account manager for this client.

Date: November 2025
Attendees:
- Brian Framson (Citrus America) — external
- Miriam Framson (Citrus America) — external
- imiskic@citrusamerica.com — external
- Mark Hope (Asymmetric)
- Chris Ostergaard (Asymmetric)
- Melissa Cusumano (Asymmetric)
- Ben San Fratello (Asymmetric) — onboarding to account
- Paul Buniel (Asymmetric)


Key Decisions

Decision Detail
HubSpot deal auto-creation trigger changed Deals now auto-create at Opportunity stage (was: Sales Qualified Lead)
Deal owner defaults to contact owner Ensures immediate accountability; manual reassignment allowed as needed
$250/year backlink DR boost service approved Target: Domain Rating >40 within 30 days; vendor to be activated immediately
Ad budget shifted from Commercial Juicer → Remarketing Remarketing campaign outperforming; no increase in total spend
Non-juicer product marketing paused Requires formal go-to-market strategy before any website or marketing work proceeds
Xpro juicer launch remains on hold Pending certification; no further soft-launch activity until certified
Newsletter scheduled for Tuesday morning Avoids low-engagement Friday afternoon sends

Topic Notes

HubSpot Workflow Updates

The old SQL Deal Creation Workflow (created April 2024) was auto-creating deals when a contact reached Sales Qualified Lead stage — too early in the sales process. Miriam identified this during testing when a deal appeared unexpectedly.

Resolution:
- Miriam deactivated the old SQL-stage workflow
- Chris activated a new workflow: deal auto-creates only when lifecycle stage = Opportunity
- Deal owner will default to the contact owner at time of creation

Still in progress:
- Automating Closed and Lost deal stage transitions (Chris investigating)
- Miriam will test the full workflow sequence over the next few days and provide feedback

"Once they are an opportunity, that's when the deal is auto-created." — Chris Østergaard


Non-Juicer Product Strategy

The October 6 sell sheet covering fruit/vegetable juicers, sugarcane, and pineapple corers was confirmed approved and complete — no further changes needed.

Marketing for other non-juicer products (dry agers, washing machines, etc.) is on hold. The blocker is the absence of a formal go-to-market strategy. Key open questions include:

Brian and Miriam will work through internal and partner discussions over the coming weeks. Melissa will compile past website mockups into a Mural board to support strategic planning.

The Xpro juicer launch is separately on hold pending certification. No further teasing or soft-launch activity until certification is complete.

"We need to come up with our own go-to-market strategy with all the non-Citricasa products, and based off of that, go in and really start looking at — is that website serving us in that strategy?" — Miriam Framson


SEO & Content Strategy

Blog content guidelines reinforced (particularly for Ben's onboarding):

Brian confirmed that Citrus America is already appearing in Google AI answers for queries like "best commercial juicer for a grocery store" — validating the current SEO approach.

Domain Rating (DR) Boost — Approved:
- Service: $250/year via existing backlink vendor
- Goal: DR >40 within 30 days; maintained/improved over the year
- Rationale: Higher DR improves search rankings and positions the site as a credible source for AI tools
- Melissa to ask Mark whether the vendor's backlink activity can be monitored/reported

"The more we help spoon-feed AI — when someone says 'what's the best juicer,' there are 20 different answers it can pick off our website — that's what we want." — Brian Framson


Competitor Pages

ZoomX page:
- In progress; copy and layout underway
- Needs a verified, accurate ZoomX product image — current image may be incorrect (possibly a Citro Casa unit)
- Brian will search his own archive for an old ZoomX photo (avoids copyright issues)
- "Request Demo" button needs to open a pop-up contact form — not yet functional

Zumo page:
- Content is ready but needs editing for length
- Melissa will send to Miriam for review


Budget shifted from the Commercial Juicer campaign (underperforming) to the Remarketing campaign (high-performing). Total spend unchanged — this is a reallocation to maximize ROI.


Newsletter Finalization


Action Items

Owner Action
Miriam Framson Test new HubSpot workflows; provide feedback to Chris
Miriam Framson Review Zumo competitor page content from Melissa
Brian Framson Find and send an old ZoomX juicer photo for the competitor page
Brian Framson Internal discussions on non-juicer go-to-market strategy
Melissa Cusumano Compile non-juicer product website mockups into a Mural board
Melissa Cusumano Remove KLH emails from the sales portal
Melissa Cusumano Finalize newsletter (transparent background on FSB image, layout) for Tuesday morning send
Melissa Cusumano Ask Mark if backlink vendor activity can be monitored
Melissa Cusumano Send Zumo competitor page content to Miriam for review
Chris Østergaard Investigate automating "Closed" and "Lost" deal stages in HubSpot