HubSpot Review & Client Engagement — 2026-04-05

Overview

As of the mid-week internal call on 2025-11-19, the HubSpot implementation for Citrus America is in review with the client contact Miriam. The work has been delivered and is awaiting client feedback and approval of any edits. A concurrent concern was raised about the client's overall engagement level, prompting a proactive relationship strategy.

Current Status

HubSpot deliverable: Completed and submitted to Miriam for review and edits.
Last client contact: Melissa spoke with Miriam on a call earlier in November 2025; a few follow-up emails have been exchanged since.
Blocker: No response or feedback from Miriam on the HubSpot review as of the call date.

Client Engagement Concerns

Mark flagged that Citrus America is showing signs of disengagement — a pattern the team needs to get ahead of before it becomes a churn risk. The recommendation was to maintain tight, proactive communication rather than waiting on the client to respond.

"We need to stay tight with them because, like I said, they're one of the ones that feel a little bit like they might be disconnecting a little bit." — Mark Hope

Action Plan

Action	Owner	Notes
Email Miriam re: HubSpot review and any edits needed	Melissa	Priority follow-up; do not let this go cold
Provide additional client relationship "TLC"	Ben	Ben to engage Citrus America proactively to rebuild warmth and momentum

Key Decisions

Ben assigned to provide TLC: Ben will step in to give Citrus America additional attention and relationship support, complementing Melissa's account oversight.
Melissa maintains primary communication with Miriam until the HubSpot review is resolved and a clear path forward is established.

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