Ahead of onboarding a new rep company in California, the team identified a need to review and update the Citrus America sales rep portal. The core concern: independent sales reps prioritize products that generate the highest commissions and clearest earning potential. The portal must make a compelling, concrete case for why Citrus America deserves to be at the top of a rep's priority list.
This review was discussed during the [1].
Independent sales reps carry multiple product lines simultaneously. They allocate their time and attention based on where they see the most earning opportunity. If the portal doesn't immediately communicate a clear, credible path to meaningful volume — the rep will deprioritize Citrus America in favor of lines that do.
The target benchmark discussed: A rep should be able to see a realistic path to selling 50–100+ units per year. At that volume, Citrus America becomes a top-tier priority rather than a secondary line.
Two specific updates were identified before the California onboarding:
A dedicated 30-minute portal review was scheduled for the day following the monthly call, involving:
Melissa Cusumano was assigned to:
- Send the sales rep portal link to Brian before the review session
- Schedule the meeting for 2:00 PM ET
| Owner | Action |
|---|---|
| Melissa Cusumano | Schedule 30-min portal review with Brian, Ben, and Jacob |
| Melissa Cusumano | Send portal link to Brian before the review |
| Team | Add X-Pro to the portal |
| Team | Remove inactive reps from the portal |