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.
Prior to February 2026 (first agency client for BluepointATM; exact start date TBD)
March 12, 2026 — Pre-call prep between Mark Hope and Karly Oykhman; retention call with Wade (client) at 4 PM same day.
| 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 |
BluepointATM owns and places reverse ATMs (cash-to-card kiosks) in retail and business locations. Key model details:
⚠️ Content Rule: Do not describe reverse ATMs as leased or imply business owners earn revenue from them. See [1] for how to encode this in the Client Brain knowledge base.
| 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 |