Citrus America (CAI)
Citrus America is a distributor of commercial citrus juicing equipment, including the Fantastic series, 8000 series, and the newly launched X-Pro juicer. They are an active HubSpot implementation client with ongoing work across sales automation, database hygiene, and marketing operations.
Status
| Field | Detail |
|---|---|
| Status | Active |
| First Seen | 2026-03-19 |
| Last Activity | 2026-04-05 |
| HubSpot Tier | Marketing + Service (~$5,000/quarter) |
| Primary Domain | citrusamerica.com |
Key Contacts
| Name | Role | Type | |
|---|---|---|---|
| Miriam Framson | Internal lead / operations | mframson@citrusamerica.com | External |
| Brian Framson | Sales / trade shows | bframson@citrusamerica.com | External |
Asymmetric Team
| Name | Role |
|---|---|
| Mark Hope | Technical lead, HubSpot API & integrations |
| Karly Oykhman | HubSpot configuration, automation, data cleanup |
| Melissa Cusumano | Account management, marketing, content |
| Avokerie Onorimuo | Supporting |
Active Projects
HubSpot Sales Workflow
Finalizing the end-to-end sales lifecycle automation in HubSpot. Key milestones completed or in progress:
- Contact card cleanup (unused fields hidden: Serial Number, Payment Links, Invoices)
- Lead source field consolidation (Lead Source + Lead Source Detail; Inbound Lead to be hidden after data migration)
- MQL → SQL automation fix (trigger being relinked from You juicing currently? to Are you already juicing?)
- BANT scoring simplified: Budget, Authority, Need = 3; Timing = 3 or 4
- Two-way sync confirmed: creating a deal advances contact to Opportunity stage, and vice versa
See: [1]
HubSpot Contact Database Cleanup
Multi-phase cleanup to reduce HubSpot costs (~$20k/year). Current state: 10,700 total contacts, 8,200 classified as marketing contacts.
Planned phases:
1. Hygiene run — bulk email deliverability check; delete undeliverable email addresses
2. AI enrichment — classify contacts by industry, engagement history, and domain
3. Reclassification — move unengaged contacts to non-marketing status to reduce subscription tier
External Email Strategy (Under Review)
Mark proposed using AWS SES for large-scale outreach to non-pipeline contacts, with activity logged back to HubSpot via API. Miriam is reviewing as a potential cost-saving measure.
Sales Rep Management
Melissa now owns all sales rep updates in both the sales portal and HubSpot to prevent data drift. Immediate action: remove reps from Total Source and William Flannery.
X-Pro Juicer Launch & Marketing
First X-Pro unit shipped. Strong interest at AFS show and from a Disney resort. A K-12 success story is planned for the April newsletter using a generic hero image (to avoid lengthy client approval cycles).
Fishbowl ↔ HubSpot Integration (Future)
Miriam has an existing Fishbowl–QuickBooks integration and a paid Fishbowl–HubSpot connector license. Integration deferred until HubSpot sales setup is stable. Miriam to send Fishbowl integration details to Mark.
Related Meetings
- [1]
Related Knowledge Articles
(None yet — to be added as patterns are extracted)
Notes
- HubSpot is used for sales CRM and marketing; service/ticketing module is planned but not yet active
- Fishbowl is the inventory and serial number system of record — do not duplicate in HubSpot
- Newsletter deliverability is a concern; future sends should target engaged contacts only
- Citro Casa (manufacturer) is releasing a new Fantastic series in ~2027 with X-Pro-style design updates