---
title: Sales Rep Portal Review & Restructuring
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-02-20-cai-sales-rep-portal-124164580.md
tags:
- client-cai
- sales-portal
- onboarding
- california
- hubspot
- rep-management
layer: 2
client_source: Citrus America
industry_context: food-beverage
transferable: false
---

# Sales Rep Portal Review & Restructuring

Working session with [[wiki/clients/current/citrus-america/index|Citrus America]] (Brian & Jacob Framson) to review and restructure the CAI sales rep portal ahead of onboarding a new 20–30 person California rep group. The session produced concrete action items for portal reorganization, user list cleanup, and contact info updates.

## Overview

The immediate driver for this session was an upcoming Tuesday kickoff meeting with a new, large California rep group (~20–30 people) led by Gabriel Samano. Brian wanted the portal in presentable shape before that call — not a deep dive, but enough to show reps what's available and signal that CAI has its act together. The broader context is that California has been a difficult market for years, and this rep group (recommended by a key dealer) represents a meaningful opportunity.

**Attendees:**
- Brian Framson — Citrus America (bframson@citrusamerica.com)
- Jacob Framson — Citrus America (jframson@citrusamerica.com)
- Melissa Cusumano — Asymmetric (melissa.cusumano@asymmetric.pro)
- Ben San Fratello — Asymmetric (ben.sanfratello@asymmetric.pro)

---

## Key Decisions

### Portal Restructuring
The current portal structure is confusing and hinders rep adoption. The group agreed to reorganize the top section into two clear buckets:

- **Forms** — All fillable/submittable documents: on-site training sign-up, leasing commercial application, warranty, social proof program, new customer setup forms.
- **POS Flyers** — All marketing and dealer outreach materials: K-12 flyer, fresh squeezed flyer, dealer flyer (with logo placement), sales rep tip sheet, etc.

The product section (individual machine pages with spec sheets, manuals, training videos) was deemed largely fine as-is.

### Training Videos Link — Bug Fix
The "Training Videos" link on individual product pages (confirmed broken on SSB-ATS) is not routing correctly. This needs to be repaired before the Tuesday kickoff.

### Contact Info Update
The contact section will be updated with new headshots of Brian, Jacob, and Miriam. Brian will send photos. All portal communications will be updated to come **from Brian**, replacing Jay, for consistent messaging going forward.

### Rep Onboarding Flow
Brian will ask Gabriel Samano for a full rep list (names, emails, titles) before Monday. Melissa will prepare an onboarding email template from Brian. The goal is to blast portal access to the new group on Monday or Tuesday so Brian can reference it live during the kickoff call.

---

## User List Cleanup

The existing user list was reviewed and the following changes were agreed upon:

| Action | User | Notes |
|--------|------|-------|
| **Update email** | Andrew (Premier Food Service) | Company became Alliance FSE; update to `andrew@alliancefse.com`. Melissa sent a test email to confirm deliverability. |
| **Delete** | "Rogelio" | Unknown user; suspected scammer. Deleted during session. |
| **Delete** | Bill Flannery | Former rep, no longer active. |
| **Verify access** | All reps | Melissa to confirm reps only see the public-facing portal, not the admin backend. |

Active rep groups confirmed on the list: Butkovich, Kauffman, Pace Reps, Succession Reps. Total Source and other fired groups have been removed.

---

## Action Items

### Brian
- [ ] Send Melissa the proposed portal structure (Forms / POS Flyers outline)
- [ ] Send Melissa new headshots for Brian, Jacob, and Miriam
- [ ] Contact Gabriel Samano today to request full rep list (names, emails, titles) for Monday/Tuesday onboarding blast

### Melissa
- [ ] Fix broken "Training Videos" link on product pages (confirmed broken: SSB-ATS)
- [ ] Implement new portal structure (Forms section + POS Flyers section) once Brian sends outline
- [ ] Update contact section with new headshots and Brian's details; replace all Jay references
- [ ] Update Andrew's email to `andrew@alliancefse.com` (pending confirmation of deliverability)
- [ ] Confirm all rep accounts are scoped to public portal only (not admin backend)
- [ ] Prepare onboarding email template from Brian for new California rep group

---

## Rep Onboarding Strategy Context

Brian shared the core challenge with new rep groups: when reps carry high-revenue brands like Rationale or Middleby (which can outfit an entire commercial kitchen), a juicer line generating $10k in commission on $100k of sales simply doesn't compete for attention.

The pitch framework being developed for Tuesday:
- **Year 1 target:** $500k in juicer sales
- **Year 2 target:** $1M in juicer sales
- **Engagement hook:** CAI loans a $10k juicer unit for trade shows — reps who see the value use it to drive booth traffic; those who don't ("it's heavy") self-select out

The portal is positioned as a self-service resource reps can access on the road without needing to call CAI directly.

---

## Related

- [[wiki/clients/current/citrus-america/index|Citrus America Client Index]]