Citrus America uses HubSpot as their primary CRM for managing leads and sales pipeline. As of October 2025, a lead process and sequence recommendation document had been submitted by Miriam Framson for review by the Asymmetric team. A dedicated HubSpot discussion was scheduled for October 9, 2025 at 10:30 AM between Mark Hope and Miriam Framson to review and align on implementation.
Related client context: [1]
A company restructuring in late September/early October 2025 triggered several access cleanup items:
KLH.com domain to be deactivated or reassigned to unassigned/generic ownerFollowing the departure of Jay Gardner and the closure of the KLH sales partner:
- Leads previously owned by Jay or KLH reps need to be reassigned or moved to an unassigned queue
- Miriam and Jacob Framson have split U.S. territory coverage (Jacob: East/New England; Miriam: West Coast)
- HubSpot ownership records should reflect this territorial split
Miriam submitted a lead process/sequence recommendation document in early September 2025. Key themes expected to be discussed on October 9:
Note: Full details of the recommendation document were not captured in this meeting. The October 9 call is the venue for detailed review.
| System | Notes |
|---|---|
| Dealer/Sales Portal | Separate system; access managed by Asymmetric (Melissa Cusumano). KLH domain users to be removed by ~Oct 15. |
| Google Ads | Campaigns driving commercial juicer and branded traffic; conversions tracked. Competitor campaign paused as of this meeting. |
| Website / Landing Pages | Competitor landing pages (ZoomX, ZoomO) being revised; expected to improve ad campaign efficiency once updated. See [2]. |