HubSpot Automation Follow-Up

Overview

During the ^[1], a pending HubSpot automation question surfaced for ^[2]. Ben had raised an automation question with Mark during a prior conversation, but the topic wasn't fully resolved. Melissa flagged it as a lingering item that needs closure.

Context

Mark and Ben spoke briefly before this meeting. Ben asked about a specific automation, and Mark answered the question at the time, but Melissa noted that Ben has repeatedly said he needs to meet with Mark about HubSpot — suggesting there may be more outstanding needs beyond the single question already addressed.

"He keeps on saying, oh, I need to meet with Mark... this is really important, we just need to wrap it up." — Melissa

If the issue remains unresolved, Melissa suggested scheduling a three-way call with Mark, Ben, and herself.

Action Item

• [ ] Mark Hope — Follow up with Ben to determine whether there are remaining HubSpot automation needs for Citrus America. If unresolved, schedule a joint call with Melissa to close out the discussion.

Related

• ^[3]
• ^[1]