Citrus America — Calculator Development (2026-02-26)

Overview

During the Q2 OKR review meeting on 2026-02-26, the team confirmed that a custom calculator is planned for Citrus America, similar to those already built for ^[1] and ^[2]. The blocker is a spreadsheet that Citrus needs to provide before development can begin.

Status

Blocked — awaiting client-provided spreadsheet.

Miriam (Citrus America contact) had recently returned from Europe at the time of the meeting. Melissa expected to receive the spreadsheet within a few days of her return.

Key Details

• Citrus America has already defined the questions and inputs they want in the calculator; the team just needs the spreadsheet from Miriam to proceed with the build.
• The calculator project follows the same pattern used for Bluepoint (bluepointcalculators.com) and Aviary — branded portals built with client colors, logos, and fonts.
• Citrus America is also spending approximately $2,500–$3,000/month on HubSpot; a custom CRM replacement has been discussed as a longer-term opportunity (see ^[3]).

Action Items

• [ ] Melissa Cusumano — Follow up with Miriam to obtain the calculator spreadsheet. (Assigned 2026-02-26)

Relevant Transcript Excerpt

Mark Hope: Do they have a spreadsheet right now?

Melissa Cusumano: Yeah. We're waiting on that. So I'll nudge them on that spreadsheet. They have the questions and the stuff that they want. We just need to get it from them. So Miriam's just back from Europe. So I'm sure that in the next few days we'll get everything back.

Related

• ^[3]
• ^[1] — calculator portal (bluepointcalculators.com) already live
• ^[2] — calculator built; rebranding pending
• ^[4]