---
title: Marketing Campaign Strategy & HubSpot Training — 2026-04-05
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-10-08-bluepoint-atm-marketing-call-92818865.md
tags:
- bluepoint-atm
- hubspot
- crm
- email-marketing
- drip-campaign
- google-ads
- linkedin-ads
- zoominfo
- campaign-strategy
- stadiums-arenas
- water-parks
- entertainment
- meeting
layer: 2
client_source: BluepointATM
industry_context: b2b-services
transferable: false
---

# Marketing Campaign Strategy & HubSpot Training — 2026-04-05

## Overview

Marketing sync between Asymmetric and BluePoint ATM covering ad budget allocation, next campaign targeting decisions, HubSpot CRM onboarding for Mike Stebbins, ZoomInfo integration planning, and drip campaign architecture. A dedicated HubSpot training session was scheduled for Tuesday at 9 AM MT.

**Attendees:**
- Melissa Cusumano, Mark Hope, Karly Oykhman, Avokerie Onorimuo (Asymmetric)
- Wade Zirkle, Mike Stebbins (BluePoint ATM)
- Chuck (Sales Growth MD)

---

## Key Decisions

### Ad Budget Allocation
- **Google Ads:** $3,500/month
- **LinkedIn Ads:** $1,500/month
- LinkedIn campaign launched same day; expect 2–3 weeks before meaningful analytics are available.

### Next Campaign: Stadiums & Arenas
- Decision made to target **stadiums and arenas** as the next campaign segment, ahead of live music.
- Rationale: stadiums/arenas are early adopters of reverse ATMs; prospects will already understand the product category.
- Scope includes NCAA (D1/D2/D3), minor leagues, and semi-pro facilities — thousands of individual prospects.
- Existing entertainment campaign emails will be adapted (copy and visuals updated) rather than built from scratch.

### Campaign After That: Water Parks & Amusement Parks
- Timing rationale: off-season = budget planning season + operators have attention to spare.
- Seasonal targeting aligns with now through March for non-Sun Belt parks.

### Drip Campaign Architecture
Two new drip campaigns to be built:
1. **"Not Ready" campaign** — for leads who expressed interest but aren't ready to buy. Monthly cadence, educational/top-of-mind content.
2. **"Unresponsive" campaign** — for leads who haven't unsubscribed but haven't engaged. Lower-pressure nurturing.

The existing entertainment automation is the only campaign currently live in HubSpot.

### HubSpot Contact Type Field
- Decision to create a custom **Contact Type** field (values: customer, lead, vendor, partner, etc.) to enable segmentation and prevent marketing emails from going to non-leads.

### Blog / SEO
- Blog content to be moved to the website footer to support SEO without cluttering main navigation.

---

## Campaign Context

| Segment | Status | Notes |
|---|---|---|
| Roadies | Direct mail sent | List sourced directly from Roadies |
| Colorado Cannabis | Direct mail sent | List pulled from state cannabis licensee website |
| Entertainment | Email automation live (10 emails) | 990 recipients on first send; contacts in HubSpot |
| Zoos | Contacts imported, no outreach | Paul imported list; no campaign run |
| Stadiums & Arenas | **Next campaign** | Mike/Wade to pull ZoomInfo list |
| Water Parks / Amusement Parks | Planned after stadiums | Seasonal timing: now–March |
| Live Music | Deferred | Easy to build from entertainment template when ready |

---

## HubSpot CRM — Session Notes

### Permissions Fix
Mike could not see contact activity logs. Mark updated Mike's user permissions during the call — activity streams now visible across all contacts.

### Key Features Walked Through
- **Contact vs. Company records** — relational database; contacts link to companies and vice versa.
- **Activity panel** — shows emails sent/received, calls logged, notes, tasks, meetings, and website visits per contact.
- **Website activity** — tracks site visits and pages viewed per known contact (demonstrated with Samantha Sorais: 2 visits, 6 pages).
- **Views and filters** — how to create saved filtered views (e.g., "Colorado" contacts); right-click contacts to open in new tab while preserving list context.
- **Call logging workflow** — review contact record → click Log Call → record outcome (connected, left voicemail, no answer, etc.) → return to list.
- **Bulk actions** — assign, edit, or enrich multiple contacts at once after selecting via checkbox.
- **Email send alias** — Wade's outbound emails send from `wade@bluepointatm.co` (not `.com`) to protect primary domain reputation. Same to be set up for Mike (`mike@bluepointatm.co`).

### ZoomInfo Integration
- 700 contacts downloadable per month.
- ZoomInfo exports contain fields that don't exist in HubSpot by default — need to decide which fields to keep and create matching custom properties.
- Recommended workflow: do a sample download, identify desired fields, then create HubSpot properties before bulk import.

### Sales Nav & Fathom Integration
- Mike has a Sales Navigator seat assigned.
- Mike to send Mark a list of tools to integrate with HubSpot (Sales Nav, Fathom, others).

---

## Action Items

| Owner | Task | Due |
|---|---|---|
| Mike Stebbins | Review/update auto-reply copy (draft sent by Melissa) | Friday |
| Mike Stebbins | Send list of tools to integrate with HubSpot to Mark (Sales Nav, Fathom, etc.) | — |
| Mike Stebbins | Create list of topics for "not ready" drip campaign | Before next meeting |
| Mike Stebbins | Complete overdue ClickUp tasks | Before Thursday meeting |
| Mike Stebbins | Prepare HubSpot training priorities/questions for Tuesday session | Tuesday 9 AM MT |
| Wade Zirkle | Complete overdue ClickUp tasks | Before Thursday meeting |
| Wade Zirkle | Prepare HubSpot training priorities/questions for Tuesday session | Tuesday 9 AM MT |
| Asymmetric (Melissa) | Pull copy doc for entertainment campaign to adapt for stadiums/arenas | — |
| Asymmetric (Mark) | Set up `mike@bluepointatm.co` email alias in HubSpot | — |
| Asymmetric (Mark) | Create Contact Type custom field in HubSpot | — |
| Asymmetric | Build "not ready" and "unresponsive" drip campaigns (pending content approval) | — |
| Asymmetric | Move blog section to website footer | — |
| Asymmetric | Review/update October blogs and social media content | — |

---

## Next Meeting

- **HubSpot Training Session #1** — Tuesday, 9:00 AM Mountain Time
  - Focus: adding custom fields, addressing specific user questions from Mike and Wade's priority lists.

---

## Related

- [[wiki/clients/current/bluepoint/_index]]
- [[wiki/knowledge/hubspot-crm-best-practices]]
- [[wiki/knowledge/drip-campaign-architecture]]