---
title: "BluepointATM — Client Index"
type: index
created: "2026-04-05"
updated: "2026-04-05"
source_docs:
  - "raw/2026-03-12-papertube-sync-129326591.md"
tags:
  - client-bluepoint
  - abm
  - salesforce
  - hubspot
  - account-management
---

# BluepointATM — Client Index

## Status

**Active** — Relationship under strain as of March 2026. Client expressed dissatisfaction through a third party (Chris) despite positive sentiment scores on recorded calls. Retention call conducted by Mark Hope on March 12, 2026.

## First Seen

Prior to February 2026 (first agency client for BluepointATM; exact start date TBD)

## Last Activity

March 12, 2026 — Pre-call prep between Mark Hope and Karly Oykhman; retention call with Wade (client) at 4 PM same day.

## Key Contacts

| Name | Role | Notes |
|------|------|-------|
| Wade | Owner / Primary Contact | First-time agency client; process-focused; scheduled retention call |
| Mike | Sales Manager | Low call activity (~34 calls/month); not consistently updating HubSpot |
| Eric | Sales (internal) | Most active caller on Bluepoint's team |

## Business Model

BluepointATM owns and places **reverse ATMs** (cash-to-card kiosks) in retail and business locations. Key model details:

- Bluepoint **owns** the machines; they are **not leased** to business owners
- Business owners benefit from **increased foot traffic** and elimination of cash handling — they do not receive revenue from the machines
- This distinction has caused content errors in the past and must be reflected in all copy and social posts

> ⚠️ **Content Rule:** Do not describe reverse ATMs as leased or imply business owners earn revenue from them. See [[wiki/process/ai-content-governance]] for how to encode this in the Client Brain knowledge base.

## Active Projects

| Project | Status | Notes |
|---------|--------|-------|
| ABM Outreach (Salesforce) | Active | 249 accounts; 383 sends; 46 opens (12%); 3 scheduling clicks; step 3–4 of sequence |
| LinkedIn Ads | Active | Recently launched; generating leads; part of ABM strategy |
| SEO | Strong | Health score 100%; organic traffic +50%; visitors +35% |
| Website Edits | In Review | 16-page edit list submitted Feb 10; completed ~March 2026; landing pages rebuilt |
| HubSpot CRM | Underutilized | 1 active deal; <100 qualified contacts out of 7,000; Mike making ~34 calls/month |
| Google Ads / PPC | Not managed by Asymmetric | Client managing independently; landing pages previously had quality issues (now resolved) |
| Website Rebuild / PPC Takeover | Pending | Wade has expressed interest contingent on ABM results |

## Relationship Notes

- Bluepoint is Asymmetric's **first-time agency client** — unfamiliar with partnership model norms
- Client tends to be **process-focused** rather than results-focused; frequently requests approval on minor details
- Agency is waiting on **15+ items** from Bluepoint at any given time; client perceives this inversely
- Communication overhead is high: ~27.5 hrs/month in emails, meetings, and Slack — consuming most of the $5k/month retainer before billable work begins
- Sentiment analysis from last recorded call: **7.5/10**, described as "solidly positive" — contradicts third-party complaint
- Fee structure includes **revenue share** on closed deals; potential upside if sales execution improves

## Key Deliverables & Reporting

- **ATM Analytics Doc** — Monthly analytics summary; updated first week of each month
- **Weekly Status Report** — Sent by Evoke; includes completed items, in-progress work, and items awaiting client response
- **Salesforce ABM Dashboards** — Two dashboards tracking account progress, sequence steps, opens, and scheduling clicks

## Related Docs

- [[wiki/clients/current/bluepoint/2026-03-12-bluepoint-pre-call-prep]]
- [[wiki/process/ai-content-governance]]
- [[wiki/clients/current/bluepoint/abm-strategy]]