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:
- Single website vs. dual website structure for Citricasa vs. non-Citricasa products
- How to position and segment the product lines
- Whether current website architecture supports the expanded product strategy
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):
- Images: Use only current, high-quality product photos. Old photos require date captions (e.g., "Classic juicer, 2012"). Competitor product images (Zumo, ZoomX) are strictly forbidden unless used in a direct, intentional comparison context.
- Commercial framing: All content must be written for commercial buyers, not consumers. Citro Casa / Citrus America brand mentions should appear throughout — not competitor names like Breville.
- AI optimization: Add specific, question-based Q&A content (e.g., "What's the best juicer for a tiki bar?", "What's the best lime juicer for a Mexican restaurant?") to increase likelihood of being pulled into AI-generated answers.
- Feature promotion: Integrate product features like ATS/MTS pulp management systems into Q&A sections to improve searchability and AI citation.
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
Google Ads — Budget Reallocation
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
- "In the News" section moved to immediately follow the introduction
- FSB product highlight image needs a transparent background
- Send scheduled for Tuesday morning (avoids low-engagement Friday afternoon window)
- Melissa owns final layout and distribution
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 |
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