Bluepoint Account Status & Strategy Review (2025-12-08)

Overview

Discussed during the ^[1]. Bluepoint has a Thursday meeting this week to review the last two months of analytics and begin planning for 2026. Melissa flagged the client as "finicky" and noted she sometimes struggles to justify strategic decisions to them.

Current Status

• Upcoming Meeting: Thursday (week of 2025-12-08) — analytics review + 2026 planning discussion
• Client Disposition: Described as finicky; requires careful framing of strategic rationale
• HubSpot Work: Additional automations anticipated; team ownership of HubSpot tasks for this account is being evaluated (see ^[2])

Key Decisions

• Melissa will prepare a strategy deck covering the last two months of analytics and 2026 direction before the Thursday client meeting
• Mark will review the strategy deck before it goes to the client
• HubSpot automation work for Bluepoint will be assigned once the internal ownership question is resolved (Paul is the leading candidate for HubSpot automation expertise)

Action Items

• [ ] Draft Bluepoint strategy deck covering last two months of analytics and 2026 planning (@Melissa Cusumano) — due before Thursday meeting
• [ ] Send strategy deck to Mark for review before Thursday (@Melissa Cusumano)
• [ ] Review Bluepoint strategy deck from Melissa (@Mark Hope)
• [ ] Determine HubSpot automation assignee for Bluepoint account (@Melissa Cusumano)

Notes

• Melissa had time blocked out this week specifically to work on the Bluepoint strategy
• The midweek sync (Wednesday) was identified as a potential checkpoint to discuss Bluepoint further before the Thursday client meeting
• The client is looking ahead to 2026, which is a positive signal for account retention

Related

• ^[3]
• ^[4]
• ^[5]