The Citrus America (CAI) sales rep portal was reviewed and restructured in preparation for onboarding a new 20–30 person California rep group. The core problem identified: the portal's flat, undifferentiated layout made it hard for reps to find what they needed, reducing adoption. The solution is to reorganize content into clearly labeled, purpose-driven sections.
This article captures the agreed-upon structure, the rationale behind it, and the specific content and maintenance actions required.
Reps carrying multiple lines (e.g., Rationale, Middleby) will not invest time learning a confusing tool. The portal needs to be immediately legible — a rep should be able to land on it and know exactly where to go for a flyer, a form, or a training video without guidance.
"I could also see why certain reps, if we just send them this, they go and they look and they're like, yeah, I don't know what this is." — Brian Framson
The restructure is also timed to a Tuesday kickoff with the new California group, making the portal a tangible demonstration of CAI's support infrastructure.
All fillable / submittable documents bundled together. Reps use these after or during a sale.
| Document | Purpose |
|---|---|
| On-Site Training Sign-Up | Schedule training for new customers |
| Leasing Commercial Application | Initiate equipment financing |
| Warranty Sign-Off | Complete post-sale warranty registration |
| Social Proof Program | Capture customer testimonials / case data |
| New Customer Setup Form | Onboard a new dealer account |
"The on-site training, the leasing, the warranty, and then the social proof program — those are all things that they fill out. Those are forms." — Brian Framson
All marketing and outreach materials for dealer-facing use. Reps use these for cold outreach, trade show leave-behinds, and dealer visits.
"Just general point of sale — that's where we put the general POS flyers, the K-12 flyer, and our point of sale stuff." — Brian Framson
Existing structure is largely sound. Each product page contains:
- Spec sheet
- Manual
- Training videos link (see bug fix below)
- Product image (knockout/white background)
No major restructuring needed here. Videos and machine-specific content are well-organized.
Updated contact cards for Brian Framson, Jacob Framson, and Miriam. See [1] for current contact details.
Conducted during the same session. See [2] for full details.
Summary of changes:
- Update: Andrew (Premier Food Service → andrew@alliancefse.com)
- Delete: "Rogelio" (unrecognized account, suspected scammer)
- Delete: Bill Flannery (former rep, no longer active)
- Verify: Confirm all rep accounts have access only to the public-facing portal, not the WordPress/admin backend
A portal welcome email will be sent to the new California rep group (Gabriel Samano's team) ahead of or immediately following the Tuesday kickoff. Key requirements:
| Owner | Action | Status |
|---|---|---|
| Brian | Send Melissa proposed portal structure (section outline) | Pending |
| Brian | Send Melissa headshots of Brian, Jacob, Miriam | In progress (sent during call, delivery pending) |
| Brian | Request rep list from Gabriel Samano for Monday/Tuesday onboarding | Pending |
| Melissa | Fix broken "Training Videos" link on SSB-ATS (and audit others) | Pending |
| Melissa | Implement new portal section structure | Pending |
| Melissa | Update contact section with new photos and Brian's details | Pending |
| Melissa | Update Andrew's email to andrew@alliancefse.com |
Pending |
| Melissa | Delete Rogelio and Bill Flannery accounts | Done (during call) |
| Melissa | Confirm rep accounts cannot access admin backend | Pending |
| Melissa | Prepare onboarding email template from Brian | Pending |