wiki/clients/current/bluepoint/2026-04-05-marketing-campaign-strategy-hubspot-training.md · 952 words · 2026-04-05
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.
- 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.