As of the mid-week internal call on 2025-11-19, the HubSpot implementation for Citrus America is in review with the client contact Miriam. The work has been delivered and is awaiting client feedback and approval of any edits. A concurrent concern was raised about the client's overall engagement level, prompting a proactive relationship strategy.
Mark flagged that Citrus America is showing signs of disengagement — a pattern the team needs to get ahead of before it becomes a churn risk. The recommendation was to maintain tight, proactive communication rather than waiting on the client to respond.
"We need to stay tight with them because, like I said, they're one of the ones that feel a little bit like they might be disconnecting a little bit." — Mark Hope
| Action | Owner | Notes |
|---|---|---|
| Email Miriam re: HubSpot review and any edits needed | Melissa | Priority follow-up; do not let this go cold |
| Provide additional client relationship "TLC" | Ben | Ben to engage Citrus America proactively to rebuild warmth and momentum |