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

Key Contacts

Asymmetric Team

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