Agencies Charge $3,000–5,000/Month to Execute This. You're Getting the Blueprint for $147.

The Complete Cannabis Marketing System is the full Heady CRM operational stack—the same framework used to build programs generating $1M+/month in attributed dispensary revenue.

Three playbooks give you the strategy. The Master Campaign Checklist gives you the execution.

The Master Campaign Checklist: 12 Pages, Phase 0 Through Phase 8

This is the most comprehensive CRM buildout document in cannabis. Every phase. Every flow. Every campaign type. Every suppression rule. Built to be followed by an in-house marketer or handed to a junior team member and executed without guesswork.

Phase 0: Foundation & Deliverability Setup
Before you send a single campaign: the technical and compliance foundation that determines whether your messages actually reach customers. Deliverability is the tax on everything else—get it wrong and no segmentation strategy saves you.

Phase 1: 20+ Automated Flows
The complete automation architecture, including:

  • Welcome series (first-party data capture + LTV trajectory setting)
  • Post-purchase sequence (24-hour, 72-hour, 7-day touchpoints)
  • Abandoned cart recovery
  • Win-back flows (tiered by recency: 30-day, 60-day, 90-day+)
  • Loyalty tier advancement and downgrade prevention
  • Opt-in compliance flows (regulatory-specific for cannabis)
  • List hygiene automation (the flows that protect deliverability long-term)

Phase 2: Required Lifecycle Audiences
The audience definitions—not just segments, but the suppression logic, exclusion rules, and entry/exit criteria that make automation actually work without message collisions.

Phase 3: Recurring Scheduled Campaigns
The weekly and monthly campaign calendar architecture. What to send, when, to whom, and how to rotate offers without training your list to expect discounts.

Phase 4: Educational Content Templates
The content type that builds trust, reduces unsubscribes, and creates purchase intent without a single discount code. Templates and topic frameworks included.

Phase 5: Behavioral & Personalized Campaigns
Trigger-based campaigns built on actual customer behavior—not calendar dates. The campaigns that feel like the dispensary actually knows you.

Phase 6: Hyper-Personalized Location × Category Campaigns
The campaign architecture that drove 4.2× higher CTR in live programs. Product category preference + location data + purchase history = the most relevant message your customer has ever received from a dispensary.

Phase 7: Seasonal & Event-Driven Campaigns
The full cannabis marketing calendar with campaign frameworks for every major revenue event:

  • 4/20: the Super Bowl of cannabis retail
  • Green Wednesday: the Thanksgiving-adjacent opportunity most dispensaries underutilize
  • 7/10: oil day—high-intent, high-basket
  • Black Friday / Cyber Monday: how to compete in the cannabis retail space without a race-to-the-bottom discount war

Phase 8: Suppression & Deliverability Maintenance
The ongoing operational hygiene that keeps your sender reputation intact, your unsubscribe rates low, and your deliverability numbers healthy. The work no one talks about that determines whether Phase 1 through 7 actually performs.

Total: 12 DENSE pages of housekeeping items, strategy, and a system for personalization at scale.

The complete system that embarrasses cannabis "retention agencies" with its thoroughness & comprehensiveness.

Nothing missing. Zero wasted dollars.

Who Needs This

If you run a dispensary:
This is your internal operating manual for a CRM program that actually competes. Stop piecing together tactics from vendor webinars. This is the integrated system.

If you're a freelancer or agency:
This is your service delivery framework. Agencies are charging $3,000–5,000/month to execute what's in this checklist. You now have the methodology. Price your services accordingly.

Frequently Asked Questions

What platforms does this work with?
The frameworks are platform-agnostic, with specific implementation notes for Alpine IQ, dutchie Loyalty & Marketing, Springbig, and Klaviyo where relevant. The logic transfers to any cannabis CRM platform.

Do I need a big list to use this?
No. The architecture scales. The Phase 0 foundation work is especially valuable if you're starting or rebuilding—it prevents the deliverability problems that kill programs with large lists.

Is this for single-location or multi-location operators?
Both. The location × category campaign strategy (Phase 6) is specifically designed for multi-location chains, but every other component applies to single-door operators.

$147. The operational blueprint agencies charge $3,000–5,000/month to execute.

One month of improved CRM performance pays for this system 20× over.

Tags / Keywords

cannabis marketing system · dispensary CRM checklist · Alpine IQ campaign checklist · complete cannabis marketing playbook · dispensary automation flows · cannabis email marketing system · dutchie CRM strategy · cannabis agency playbook

All products are digital PDF downloads. Instant delivery upon purchase.

Playbooks by Heady Cannabis Marketing Agency