---
title: HubSpot Review & Client Engagement — 2026-04-05
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-11-19-mid-week-call-w-melissa-102941979.md
tags:
- citrus-america
- hubspot
- client-management
- miriam
- ben
- melissa
layer: 2
client_source: Citrus America
industry_context: food-beverage
transferable: false
---

# HubSpot Review & Client Engagement — 2026-04-05

## Overview

As of the mid-week internal call on 2025-11-19, the HubSpot implementation for Citrus America is in review with the client contact Miriam. The work has been delivered and is awaiting client feedback and approval of any edits. A concurrent concern was raised about the client's overall engagement level, prompting a proactive relationship strategy.

## Current Status

- **HubSpot deliverable:** Completed and submitted to Miriam for review and edits.
- **Last client contact:** Melissa spoke with Miriam on a call earlier in November 2025; a few follow-up emails have been exchanged since.
- **Blocker:** No response or feedback from Miriam on the HubSpot review as of the call date.

## Client Engagement Concerns

Mark flagged that Citrus America is showing signs of disengagement — a pattern the team needs to get ahead of before it becomes a churn risk. The recommendation was to maintain tight, proactive communication rather than waiting on the client to respond.

> "We need to stay tight with them because, like I said, they're one of the ones that feel a little bit like they might be disconnecting a little bit." — Mark Hope

## Action Plan

| Action | Owner | Notes |
|---|---|---|
| Email Miriam re: HubSpot review and any edits needed | Melissa | Priority follow-up; do not let this go cold |
| Provide additional client relationship "TLC" | Ben | Ben to engage Citrus America proactively to rebuild warmth and momentum |

## Key Decisions

- **Ben assigned to provide TLC:** Ben will step in to give Citrus America additional attention and relationship support, complementing Melissa's account oversight.
- **Melissa maintains primary communication with Miriam** until the HubSpot review is resolved and a clear path forward is established.

## Related

- [[wiki/clients/current/citrus-america/_index]]
- [[wiki/team/ben]]
- [[wiki/team/melissa]]
- [[wiki/meetings/2025-11-19-mid-week-call-melissa]]