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  • The brief
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  • This week · 6
  • This quarter · 9
  • Big bets · 4
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Generated Oct 22, 2026
  1. Programmable
  2. Playbooks
  3. Dutchie
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growth playbook · Oct 22, 2026

dutchie.com (opens in a new tab)

Dutchie growth playbook

Diagnosis

Dutchie is the large incumbent in cannabis retail software (6,500+ dispensaries, $100B processed) and its hiring points at two jobs: win new stores territory by territory (Illinois and Northern California AEs, a national outbound BDR) and get more value out of Loyalty & Marketing for stores that already bought it (a Marketing Strategy Consultant paid on adoption and messaging revenue).

The website has gaps right where those hires work: the state-law hub still tags Ohio, Minnesota and Delaware as medical-only and the state pages say nothing about marketing rules; there are no comparison pages for outbound; and no case study shows messaging revenue.

This playbook fixes those first, then scales the consultant's work through reports, templates, partners and Nexus, and turns Dutchie's own data and compliance knowledge into products and press.

Growth Score

7/10

Biggest Opportunity

Thousands of stores already own Loyalty & Marketing and under-use it; scaling the consultant's method through reports, templates and state-aware guardrails lifts messaging revenue and cuts churn.

Biggest Risk

Treez, Flowhub and Cova sell the same all-in-one bundle, and standalone loyalty tools such as Springbig and AIQ compete for the marketing budget, so stores that see little value from L&M are easy to lose.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Your state-law hub still tags Ohio, Minnesota and Delaware as medical-only: fix it, then add each state's marketing rules

    Change the Ohio, Minnesota and Delaware labels on /business/state-laws to Adult Use.

    High impact First result in 2 weeks
  2. 2

    A monthly "left on the table" report for every Loyalty & Marketing account

    Run the opportunity query for the 50 accounts with the largest gap.

    High impact First result in 1 month
  3. 3

    Publish fair "Dutchie vs" and "moving from" pages for the platforms BDRs meet most

    Pick the three rivals that appear most often in lost and won deals.

    High impact First result in 1 month

02

Your idea portfolio

22 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 8 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 2Big bets · 10Fill-ins · 6Reconsider · 4
Effort →

Showing 22 of 22 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Dutchie's state-law hub lists Ohio, Minnesota and Delaware as "Medical", while Dutchie's own state pages, reviewed in June 2026, show all three as adult-use markets (Ohio's adult-use sales began in August 2024). Search results show older descriptions too: Ohio's still says "Medical Cannabis Market" and names the Board of Pharmacy, Delaware's talks about "upcoming changes in 2024". A dispensary owner researching a new adult-use market sees Dutchie a step behind. The pages also stop at taxes and limits, yet the new Marketing Strategy Consultant is told to check "state-specific regulations" for every loyalty and SMS campaign.

    High impactLow effort First result in 2 weeks Content Marketing Manager

    First action

    Change the Ohio, Minnesota and Delaware labels on /business/state-laws to Adult Use.

    How to measure it

    Demo requests from state-law pages

    Now
    –
    Target
    +30%
    By
    90 days

    Steps

    1. 1

      Fix labels

      Ohio, Minnesota and Delaware to Adult Use on the hub.

      Content Marketing Manager 1 hour

    2. 2

      Rewrite descriptions

      Ohio, Delaware, Minnesota and Rhode Island search descriptions.

      Content Marketing Manager 2 hours

    3. 3

      Stop the drift

      Hub labels pulled from each state page's market status field.

      Web Developer 2 days

    4. 4

      Draft rules sections

      Advertising, messaging, loyalty and discount rules, five largest Dutchie states first.

      Senior Director, Compliance & Enterprise Risk 3 weeks

    5. 5

      Link to the product

      From Loyalty & Marketing and the AI Campaign Builder help pages.

      Product Marketing Manager 1 day

    6. 6

      Arm the field

      One-page state brief for each AE territory and BDR sequence.

      Sales Manager, Business Development 1 week

    7. 7

      Review on a schedule

      Quarterly review date shown on every page.

      Senior Director, Compliance & Enterprise Risk quarterly

    First result
    2 weeks
    Cost
    Compliance and writing time
    Owner
    Content Marketing Manager

    Smallest test

    Fix the three labels and Ohio's description, then check Search Console for those pages in two weeks.

    Why it works

    Fix the three hub labels and the four outdated search descriptions today, and make the hub read its labels from the state pages so they cannot drift again. Then add a "Marketing and loyalty rules" section to each state page, written and dated by the compliance team: what dispensaries may say in ads, texts and emails, loyalty and discount limits, and age-gating. Link it from the Loyalty & Marketing page and give AEs a one-page version of each state for their territory.

    Accurate state pages are the reason dispensary operators bookmark a vendor, and every state change is a reason to call. A marketing-rules section also makes Loyalty & Marketing easier to sell and to use, because operators' first question about texting customers is what their state allows.

    Ready to use

    ChecklistState-law page fixes

    [ ] Ohio, Minnesota, Delaware tagged Adult Use on the hub
    [ ] Ohio description: adult-use market, Division of Cannabis Control
    [ ] Delaware, Minnesota, Rhode Island descriptions updated
    [ ] Hub label read from each page's market status
    [ ] "Marketing and loyalty rules" section, five states first
    [ ] Link from Loyalty & Marketing
    [ ] AE territory one-pagers (Illinois, Northern California first)
    [ ] Quarterly review owner per state

    Risks and how to handle them

    • Rules sections read as legal advice

      Keep the existing disclaimer and link to each regulator's own rules.

    • States change rules often

      Show the review date and assign an owner per state.

    Evidence

    • Your websiteState-law hub (/business/state-laws, checked October 21, 2026): the state list tags Ohio, Minnesota and Delaware as "Medical", while Dutchie's own state pages (each "Last reviewed: June 14, 2026" by its compliance team) show them as "Adult Use": Ohio "Adult-use sales launched on 8/6/2024", Delaware "adult-use retail sales have launched", Minnesota "Medical & Recreational".Source
    • Your websiteState pages' search descriptions lag the pages: Ohio's reads "Unlock Ohio's Medical Cannabis Market ... set by the Ohio Board of Pharmacy" while the page names the Division of Cannabis Control; Delaware's mentions "upcoming changes in 2024"; Minnesota's "upcoming adult-use laws"; Rhode Island's "future adult-use markets". The 42 state pages cover market status, traceability, purchase limits, taxes and delivery; only 5 mention advertising at all, and none has a section on marketing or messaging rules.Source
    • HiringThe same post: the consultant reviews "customer data, demographics, local market trends, competitive landscape, and state-specific regulations", builds "SOPs and marketing playbooks tailored to each customer", stays engaged after launch, and is a key lever "in reducing churn among underengaged, at-risk accounts". Variable pay is tied to "customer adoption of the Loyalty & Marketing product, messaging revenue growth, GMV lift, campaign performance, and customer retention/churn reduction". Reports to the Director, Solutions.Source
    • HiringAccount Executive, Illinois and Account Executive, Northern California (both posted October 20, 2026): own "the entire sales process from beginning to end", run online and in-person demos, travel up to 50% in territory, and "Become an expert on the Illinois Cannabis market"; base pay $144,000-188,000.Source
    • HiringBusiness Development Representative (remote, posted September 21, 2026): outbound across the whole US to "the full universe of non-Dutchie licensed dispensaries", at least 50 calls a day on Gong sequences, qualifying with MEDDPICC and "Dutchie's 4-Part Framework (Why Change / Why Dutchie / Why Now / Who Can Make It Happen)"; also owns "the rework of stale inbound leads" and attends "B2B events and trade shows".Source
  • 02

    The Marketing Strategy Consultant post says many dispensaries bought Loyalty & Marketing but "barely scratched the surface", leaving GMV and messaging revenue on the table. One consultant cannot reach thousands of stores, but the analysis that picks their accounts can be sent to every store.

    High impactMedium effort First result in 1 month Marketing Strategy Consultant…

    First action

    Run the opportunity query for the 50 accounts with the largest gap.

    How to measure it

    Accounts adding a workflow

    Now
    –
    Target
    25% of recipients
    By
    90 days

    Steps

    1. 1

      Define the gap

      Workflows off, reachable customers, member spend.

      Marketing Strategy Consultant I 1 week

    2. 2

      Build the query

      In Hex across all L&M accounts.

      Revenue Operations Analyst 1 week

    3. 3

      Design the card

      Three numbers and one action.

      Product Designer 1 week

    4. 4

      Send to 50

      Largest gaps first, with consultant follow-up.

      Marketing Strategy Consultant I 2 weeks

    5. 5

      Measure

      Workflows activated and messaging revenue.

      Revenue Operations Analyst monthly

    6. 6

      Roll out

      All L&M accounts monthly.

      Director, Solutions 1 quarter

    First result
    1 month
    Cost
    Analyst and design time
    Owner
    Marketing Strategy Consultant I

    Smallest test

    Email 20 accounts their gap by hand and count replies.

    Why it works

    Turn the consultant's Hex analysis into a monthly email and Admin card per account: workflows not switched on (win-back, birthday, post-purchase), share of customers reachable by text or email, members vs non-members spend, and an estimate of revenue missed against similar stores. Each card links to a one-click template and a booking link for the consultant.

    Owners act on their own numbers, and the same report tells the Solutions team who to call first. It turns a one-to-one service into a one-to-many program.

    Risks and how to handle them

    • Estimates look inflated

      Compare with similar stores in the same state and show the method.

    Evidence

    • HiringMarketing Strategy Consultant I (Solutions team, remote, posted October 6, 2026): "Many dispensaries have already purchased Loyalty & Marketing but have barely scratched the surface of what it can do for their business, and are often leaving significant GMV and messaging revenue (SMS, MMS, email) on the table." The consultant uses Hex or similar tools to find the accounts with the most untapped opportunity, then helps them configure campaigns and workflows hands-on.Source
    • HiringThe same post: the consultant reviews "customer data, demographics, local market trends, competitive landscape, and state-specific regulations", builds "SOPs and marketing playbooks tailored to each customer", stays engaged after launch, and is a key lever "in reducing churn among underengaged, at-risk accounts". Variable pay is tied to "customer adoption of the Loyalty & Marketing product, messaging revenue growth, GMV lift, campaign performance, and customer retention/churn reduction". Reports to the Director, Solutions.Source
    • Your websiteLoyalty & Marketing Pro page: loyalty members "spend 20-30% more per order when they redeem points"; win-back, refer-a-friend, birthday and post-purchase workflows; an "AI Campaign Builder" that "drafts on-brand copy with compliance guardrails built in"; channel waterfalls (email, SMS, then push); dynamic marketing URLs for attribution; Smart Sending inside "a 2-hour window"; unique QR codes per event that auto-enroll customers; 30+ segment attributes.Source
  • 03

    BDRs call "the full universe of non-Dutchie licensed dispensaries" and must answer "Why Dutchie" on every call, but the site has no page comparing Dutchie with Treez, Flowhub or Cova, or explaining a move from a standalone loyalty tool. Treez and Flowhub now pitch the same all-in-one bundle.

    High impactMedium effort First result in 1 month Product Marketing Manager

    First action

    Pick the three rivals that appear most often in lost and won deals.

    How to measure it

    Comparison-page demo requests

    Now
    –
    Target
    40 a month
    By
    90 days

    Steps

    1. 1

      Pick rivals

      From Salesforce win/loss notes.

      Product Marketing Manager 2 days

    2. 2

      Check facts

      Each rival's current site and pricing.

      Product Marketing Manager 1 week

    3. 3

      Write pages

      Fair tables and a switching checklist.

      Content Marketing Manager 2 weeks

    4. 4

      Legal review

      Claims and trademarks.

      Legal 1 week

    5. 5

      Publish

      With migration offer and demo form.

      Web Developer 2 days

    6. 6

      Use in outreach

      Linked from BDR sequences.

      Sales Manager, Business Development ongoing

    7. 7

      Refresh

      Every quarter.

      Product Marketing Manager quarterly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Publish one comparison and track demo requests for a month.

    Why it works

    Write a factual page per rival: POS, e-commerce, payments, loyalty and messaging, compliance sync, migration help and timelines, with a switching checklist and a customer quote. Add a "moving your loyalty program" page for stores leaving a standalone tool. Give BDRs the links for their sequences.

    Buyers comparing platforms search by name, and a clear page answers "Why change" before the first call.

    Risks and how to handle them

    • Out-of-date claims about rivals

      Date each page and cite sources.

    Evidence

    • HiringBusiness Development Representative (remote, posted September 21, 2026): outbound across the whole US to "the full universe of non-Dutchie licensed dispensaries", at least 50 calls a day on Gong sequences, qualifying with MEDDPICC and "Dutchie's 4-Part Framework (Why Change / Why Dutchie / Why Now / Who Can Make It Happen)"; also owns "the rework of stale inbound leads" and attends "B2B events and trade shows".Source
    • Your websiteSitemap (/business, 430 URLs, checked October 21, 2026): 259 blog posts and 30 content-hub articles; no pages comparing Dutchie with other POS or loyalty vendors; overlapping guides (three on switching POS systems, two on email marketing, two on holiday marketing, two on New York delivery); weekly news posts from 2022-2023; the state-law hub promotes "The 2022 Cannabis POS Buyer's Guide".Source
    • Competitor researchRivals' own homepages: Treez, "dispensary POS, cashless payments, retail analytics, ecommerce and loyalty in one system"; Flowhub, "POS, payments, ecommerce, loyalty, and AI"; Cova, "dispensary POS, payments, inventory, compliance & ecommerce"; Springbig, "AI-Powered MarTech for Regulated Industries"; AIQ, "Marketing, Loyalty, and Ecommerce Software".Source
    • Your websiteCase studies page: seven stories - North Shore Dispensary (58% higher loyalty purchase frequency), Luxury Leaf (73% repeat visit rate), The Highly Connected (online orders doubled), The Botanist (+49% new online customers), Pecos Valley (17 dispensaries), Garden Remedies (9.5% more online sales) and CANA Craft (94% year-over-year GMV). None reports messaging revenue from SMS, MMS or email.Source
  • 04

    The business sitemap has three guides on switching POS systems, two each on email marketing, holiday marketing and New York delivery, and the state-law hub still promotes "The 2022 Cannabis POS Buyer's Guide". Pages competing for the same search split their rankings.

    Medium impactLow effort First result in 1 month Content Marketing Manager

    First action

    List every page targeting "switch POS" and pick the winner.

    How to measure it

    Organic clicks to merged pages

    Now
    –
    Target
    +25%
    By
    90 days

    Steps

    1. 1

      List overlaps

      Topic clusters from the sitemap.

      Content Marketing Manager 1 day

    2. 2

      Pick winners

      By traffic and links.

      Content Marketing Manager 1 day

    3. 3

      Merge

      Best sections into one page.

      Content Marketing Manager 1 week

    4. 4

      Redirect

      301s from the rest.

      Web Developer 1 day

    5. 5

      Update the buyer's guide

      2026 edition with new products.

      Product Marketing Manager 1 week

    6. 6

      Track

      Search Console by page.

      Content Marketing Manager monthly

    First result
    1 month
    Cost
    $0
    Owner
    Content Marketing Manager

    Smallest test

    Merge the three switching guides first.

    Why it works

    Pick one page per topic, merge the best content into it, redirect the others, and update the buyer's guide to 2026 with Consumer AI, Pay by Bank and loyalty questions. Retire or noindex the 2022-2023 weekly news posts.

    One strong page ranks better than three weak ones, and fresh buyer's guides catch dispensaries at the moment they are choosing.

    Risks and how to handle them

    • Losing a page that ranks

      Redirect to the closest match and keep its best section.

    Evidence

    • Your websiteSitemap (/business, 430 URLs, checked October 21, 2026): 259 blog posts and 30 content-hub articles; no pages comparing Dutchie with other POS or loyalty vendors; overlapping guides (three on switching POS systems, two on email marketing, two on holiday marketing, two on New York delivery); weekly news posts from 2022-2023; the state-law hub promotes "The 2022 Cannabis POS Buyer's Guide".Source
    • Your websiteBusiness homepage: "Trusted by over 6,500 dispensaries", "$100B Transactions Processed", "1M daily transactions", "Millions in social impact donations"; new Consumer AI (Voice AI, Register Co-Pilot, Agentic Commerce, Consumer Pulse) with a public number to "Call our AI agent"; Nexus and Connect marked "coming soon"; Dutchie MCP in early access.Source
  • 05

    Dutchie pays $500 for an eligible POS referral and $200 for e-commerce, but the program lives in the Resources menu. Operators know other operators, and they are most willing to recommend right after a good result.

    Medium impactLow effort First result in 1 month Product Marketing Manager

    First action

    List accounts that hit a record sales day last month.

    How to measure it

    Signed referrals

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Pick milestones

      Three moments of success.

      Product Marketing Manager 1 week

    2. 2

      Add the prompt

      In Dutchie Admin.

      Product Manager 1 month

    3. 3

      Add to hand-offs

      In the consultant's playbook.

      Marketing Strategy Consultant I 1 day

    4. 4

      Partner links

      Tracked links for Certified Partners.

      Product Marketing Manager 1 week

    5. 5

      Pay fast

      Within 30 days of first sale.

      Finance ongoing

    6. 6

      Measure

      Referrals per milestone.

      Revenue Operations Analyst monthly

    First result
    1 month
    Cost
    Referral payouts
    Owner
    Product Marketing Manager

    Smallest test

    Email the offer to 100 accounts after their best month.

    Why it works

    Show the referral offer in Dutchie Admin after milestones (first month on L&M, a record sales day, a successful app launch), add it to the consultant's hand-off playbook, and offer Certified Partners a tracked link.

    Referrals from peers close faster in a tight-knit industry, and timing the ask lifts response.

    Risks and how to handle them

    • Low-quality referrals

      Pay only on closed, live stores as today.

    Evidence

    • Your websiteReferral page: "$500 for every eligible Point of Sale referral and $200 for Ecommerce", paid when the referred shop rings its first sale, if it signs within 90 days; the page is linked from the Resources menu and footer.Source
    • HiringThe same post: the consultant reviews "customer data, demographics, local market trends, competitive landscape, and state-specific regulations", builds "SOPs and marketing playbooks tailored to each customer", stays engaged after launch, and is a key lever "in reducing churn among underengaged, at-risk accounts". Variable pay is tied to "customer adoption of the Loyalty & Marketing product, messaging revenue growth, GMV lift, campaign performance, and customer retention/churn reduction". Reports to the Director, Solutions.Source
    • Your websiteSEO and Certified Partner pages: Dutchie sells built-in SEO ("fast load speeds, mobile-first design" and "Core Web Vitals"), citing The Botanist's 44% better non-brand ranking and 55% more organic clicks; Certified Partners such as Hashly, Deeproots Partners, Range Marketing and Bud Authority build custom E-Commerce Pro sites and SEO.Source
  • 06

    The BDR owns "the rework of stale inbound leads" and qualifies on "Why Now". Dutchie has two fresh reasons: Consumer AI launched in June, and several states moved to adult use since many old leads first came in.

    High impactLow effort First result in 2 weeks Sales Manager

    First action

    Pull inbound leads older than six months by state.

    How to measure it

    Meetings from old leads

    Now
    –
    Target
    60 a quarter
    By
    1 quarter

    Steps

    1. 1

      Pull leads

      Older than six months, by state.

      Business Development Representative 1 day

    2. 2

      Segment

      By state and product interest.

      Business Development Representative 2 days

    3. 3

      Write sequences

      One per segment in Gong.

      Sales Manager, Business Development 1 week

    4. 4

      Run

      Calls and emails.

      Business Development Representative 1 month

    5. 5

      Review

      Meetings per segment.

      Sales Manager, Business Development weekly

    6. 6

      Repeat

      With each launch or state change.

      Sales Manager, Business Development quarterly

    First result
    2 weeks
    Cost
    BDR time
    Owner
    Sales Manager, Business Development

    Smallest test

    Run one segment for two weeks.

    Why it works

    Segment old inbound leads by state and product interest. Write a sequence per segment: Voice AI for stores that asked about phones or staffing, state-change briefs for stores in Ohio, Minnesota and Delaware, Pay by Bank for cash-heavy stores. Track meetings booked per segment.

    A specific reason to reply beats a generic check-in, and stale leads already know the brand.

    Risks and how to handle them

    • Contacts have changed

      Verify the decision-maker before the sequence.

    Evidence

    • HiringBusiness Development Representative (remote, posted September 21, 2026): outbound across the whole US to "the full universe of non-Dutchie licensed dispensaries", at least 50 calls a day on Gong sequences, qualifying with MEDDPICC and "Dutchie's 4-Part Framework (Why Change / Why Dutchie / Why Now / Who Can Make It Happen)"; also owns "the rework of stale inbound leads" and attends "B2B events and trade shows".Source
    • Press releaseJune 15, 2026: Dutchie announced Consumer AI, "a new suite of four AI products extending Dutchie POS and E-commerce", for "more than 6,500 dispensaries across North America with more than $100B in transactions processed"; the CEO said retailers must navigate "one of the most complex regulatory environments".Source
    • Your websiteState-law hub (/business/state-laws, checked October 21, 2026): the state list tags Ohio, Minnesota and Delaware as "Medical", while Dutchie's own state pages (each "Last reviewed: June 14, 2026" by its compliance team) show them as "Adult Use": Ohio "Adult-use sales launched on 8/6/2024", Delaware "adult-use retail sales have launched", Minnesota "Medical & Recreational".Source

This quarter 9

The core plays for the next three months.

  • 07

    Dutchie is hiring AEs to own Illinois and Northern California and asks them to become market experts. The site has state-law pages but no page showing Dutchie in a market: local customers, local rules and local results.

    High impactMedium effort First result in 1 quarter Account Executive

    First action

    Ask three Illinois customers for a quote.

    How to measure it

    Demos per territory

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Gather proof

      Customers and quotes per territory.

      Account Executive, Illinois 2 weeks

    2. 2

      Write pages

      Market summary and proof.

      Content Marketing Manager 2 weeks

    3. 3

      Add booking

      AE calendar on the page.

      Sales Operations 1 day

    4. 4

      Northern California

      Same for the second territory.

      Account Executive, Northern California 1 month

    5. 5

      Use in outreach

      Territory emails and visits.

      Account Executive, Illinois ongoing

    6. 6

      Measure

      Demos per page.

      Revenue Operations Analyst monthly

    First result
    1 quarter
    Cost
    Writing time
    Owner
    Account Executive, Illinois

    Smallest test

    Publish the Illinois page first.

    Why it works

    Build a market page for each territory: state rules summary, Dutchie customers there (with permission), the integrations and traceability system used, and the AE's booking link. Use it in every territory email and event.

    Local proof sells in a regulated, state-by-state industry, and it gives new AEs credibility on day one.

    Risks and how to handle them

    • Customers decline to be named

      Use results by region without names.

    Evidence

    • HiringAccount Executive, Illinois and Account Executive, Northern California (both posted October 20, 2026): own "the entire sales process from beginning to end", run online and in-person demos, travel up to 50% in territory, and "Become an expert on the Illinois Cannabis market"; base pay $144,000-188,000.Source
    • Your websiteState-law hub (/business/state-laws, checked October 21, 2026): the state list tags Ohio, Minnesota and Delaware as "Medical", while Dutchie's own state pages (each "Last reviewed: June 14, 2026" by its compliance team) show them as "Adult Use": Ohio "Adult-use sales launched on 8/6/2024", Delaware "adult-use retail sales have launched", Minnesota "Medical & Recreational".Source
    • Your websiteCase studies page: seven stories - North Shore Dispensary (58% higher loyalty purchase frequency), Luxury Leaf (73% repeat visit rate), The Highly Connected (online orders doubled), The Botanist (+49% new online customers), Pecos Valley (17 dispensaries), Garden Remedies (9.5% more online sales) and CANA Craft (94% year-over-year GMV). None reports messaging revenue from SMS, MMS or email.Source
  • 08

    All seven case studies report loyalty, online orders or GMV, but none reports messaging revenue from texts and email, which is a metric the consultant's variable pay is tied to and the reason many stores bought Loyalty & Marketing.

    High impactMedium effort First result in 2 quarters Marketing Strategy Consultant…

    First action

    Pick three accounts from the consultant's first engagements.

    How to measure it

    Messaging case studies

    Now
    –
    Target
    3
    By
    2 quarters

    Steps

    1. 1

      Pick accounts

      Clear before-and-after data.

      Marketing Strategy Consultant I 1 month

    2. 2

      Measure

      Messaging revenue and opt-outs.

      Revenue Operations Analyst 2 weeks

    3. 3

      Interview

      Owner and marketer.

      Content Marketing Manager 2 weeks

    4. 4

      Write

      Three stories with workflows.

      Content Marketing Manager 1 month

    5. 5

      Approve

      Customer and compliance review.

      Senior Director, Compliance & Enterprise Risk 2 weeks

    6. 6

      Use

      In sales and in the monthly report.

      Product Marketing Manager ongoing

    First result
    2 quarters
    Cost
    Writing time
    Owner
    Marketing Strategy Consultant I

    Smallest test

    Write one short story from the best engagement.

    Why it works

    Choose three consultant engagements with clear results, measure messaging revenue, repeat visits and opt-out rates before and after, and publish them with the workflows used.

    Proof of revenue from messaging persuades both new buyers and under-using customers.

    Risks and how to handle them

    • Results take time

      Report 60-day results first and update later.

    Evidence

    • Your websiteCase studies page: seven stories - North Shore Dispensary (58% higher loyalty purchase frequency), Luxury Leaf (73% repeat visit rate), The Highly Connected (online orders doubled), The Botanist (+49% new online customers), Pecos Valley (17 dispensaries), Garden Remedies (9.5% more online sales) and CANA Craft (94% year-over-year GMV). None reports messaging revenue from SMS, MMS or email.Source
    • HiringThe same post: the consultant reviews "customer data, demographics, local market trends, competitive landscape, and state-specific regulations", builds "SOPs and marketing playbooks tailored to each customer", stays engaged after launch, and is a key lever "in reducing churn among underengaged, at-risk accounts". Variable pay is tied to "customer adoption of the Loyalty & Marketing product, messaging revenue growth, GMV lift, campaign performance, and customer retention/churn reduction". Reports to the Director, Solutions.Source
    • Your websiteLoyalty & Marketing Pro page: loyalty members "spend 20-30% more per order when they redeem points"; win-back, refer-a-friend, birthday and post-purchase workflows; an "AI Campaign Builder" that "drafts on-brand copy with compliance guardrails built in"; channel waterfalls (email, SMS, then push); dynamic marketing URLs for attribution; Smart Sending inside "a 2-hour window"; unique QR codes per event that auto-enroll customers; 30+ segment attributes.Source
  • 09

    The consultant hands each customer "SOPs and marketing playbooks". Those documents are only useful to one store at a time.

    High impactMedium effort First result in 1 quarter Director

    First action

    Convert the consultant's first playbook into a template.

    How to measure it

    Template launches

    Now
    –
    Target
    300 a month
    By
    2 quarters

    Steps

    1. 1

      Collect playbooks

      From each engagement.

      Marketing Strategy Consultant I ongoing

    2. 2

      Standardize

      Five most common plans.

      Director, Solutions 1 month

    3. 3

      Build templates

      Segments, workflows, copy.

      Product Manager 1 quarter

    4. 4

      Record videos

      Two minutes each.

      Marketing Strategy Consultant I 1 month

    5. 5

      Launch

      In the monthly report.

      Product Marketing Manager 1 week

    6. 6

      Measure

      Launches and messaging revenue.

      Revenue Operations Analyst monthly

    First result
    1 quarter
    Cost
    Product time
    Owner
    Director, Solutions

    Smallest test

    Share one playbook as a template with 20 accounts.

    Why it works

    Make each playbook a template in the product: a named campaign plan (new-member welcome, win-back, slow weekday) with pre-built segments, workflows and AI copy within compliance guardrails, plus a short video. Track which templates customers launch.

    Templates spread expert work to every account and make adoption a click, not a project.

    Risks and how to handle them

    • One size does not fit every state

      Tag each template with state notes from the rules sections.

    Evidence

    • HiringThe same post: the consultant reviews "customer data, demographics, local market trends, competitive landscape, and state-specific regulations", builds "SOPs and marketing playbooks tailored to each customer", stays engaged after launch, and is a key lever "in reducing churn among underengaged, at-risk accounts". Variable pay is tied to "customer adoption of the Loyalty & Marketing product, messaging revenue growth, GMV lift, campaign performance, and customer retention/churn reduction". Reports to the Director, Solutions.Source
    • Your websiteLoyalty & Marketing Pro page: loyalty members "spend 20-30% more per order when they redeem points"; win-back, refer-a-friend, birthday and post-purchase workflows; an "AI Campaign Builder" that "drafts on-brand copy with compliance guardrails built in"; channel waterfalls (email, SMS, then push); dynamic marketing URLs for attribution; Smart Sending inside "a 2-hour window"; unique QR codes per event that auto-enroll customers; 30+ segment attributes.Source
    • HiringMarketing Strategy Consultant I (Solutions team, remote, posted October 6, 2026): "Many dispensaries have already purchased Loyalty & Marketing but have barely scratched the surface of what it can do for their business, and are often leaving significant GMV and messaging revenue (SMS, MMS, email) on the table." The consultant uses Hex or similar tools to find the accounts with the most untapped opportunity, then helps them configure campaigns and workflows hands-on.Source
  • 10

    The Implementation Strategist handles app store "rejections and suspensions". Each rejection delays a store's branded app and the loyalty and push channel that goes with it.

    Medium impactMedium effort First result in 1 quarter Implementation Strategist

    First action

    List last year's rejection reasons.

    How to measure it

    First-pass app approvals

    Now
    –
    Target
    90%
    By
    2 quarters

    Steps

    1. 1

      Log reasons

      Every rejection in a year.

      Implementation Strategist 1 week

    2. 2

      Write checklist

      Pre-submission checks.

      Implementation Strategist 1 week

    3. 3

      Standard listings

      Text and screens that pass.

      Product Designer 2 weeks

    4. 4

      Train

      Implementation team.

      Implementation Strategist 1 day

    5. 5

      Track

      Contract to live app.

      Revenue Operations Analyst monthly

    6. 6

      Update

      When store policies change.

      Implementation Strategist quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Implementation Strategist

    Smallest test

    Use the checklist on the next five submissions.

    Why it works

    Log every rejection reason from the past year, turn them into a pre-submission checklist and a ready-made set of store listing text and age-gating screens that pass review, and track time from contract to live app.

    Fewer rejections mean apps go live sooner and push marketing starts earlier.

    Risks and how to handle them

    • Store policies change

      Review the checklist every quarter.

    Evidence

    • HiringImplementation Strategist (remote, open): "the first real experience a new customer has with our platform", owning onboarding across POS, E-Commerce, Loyalty & Marketing and Mobile App, and managing "white-label mobile app submissions and releases through App Store Connect and Google Play Console, including handling rejections and suspensions".Source
    • Your websiteLoyalty & Marketing Pro page: loyalty members "spend 20-30% more per order when they redeem points"; win-back, refer-a-friend, birthday and post-purchase workflows; an "AI Campaign Builder" that "drafts on-brand copy with compliance guardrails built in"; channel waterfalls (email, SMS, then push); dynamic marketing URLs for attribution; Smart Sending inside "a 2-hour window"; unique QR codes per event that auto-enroll customers; 30+ segment attributes.Source
  • 11

    Implementation is "the first real experience" a customer has, and later a consultant has to find accounts that never used Loyalty & Marketing. Starting with the basics avoids that gap.

    High impactMedium effort First result in 1 quarter Implementation Strategist

    First action

    Add the three workflows to the onboarding checklist.

    How to measure it

    Day-30 workflow adoption

    Now
    –
    Target
    70%
    By
    2 quarters

    Steps

    1. 1

      Pick workflows

      Welcome, birthday, win-back.

      Marketing Strategy Consultant I 1 week

    2. 2

      Write copy

      Approved templates.

      Content Marketing Manager 1 week

    3. 3

      Add to onboarding

      Checklist step.

      Implementation Strategist 1 day

    4. 4

      Opt-in setup

      At checkout and online.

      Implementation Strategist ongoing

    5. 5

      Report

      Day-30 adoption.

      Revenue Operations Analyst monthly

    6. 6

      Follow up

      Customer success calls for laggards.

      Customer Success Manager ongoing

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Implementation Strategist

    Smallest test

    Launch the next ten stores with the workflows on.

    Why it works

    Add a step to onboarding: switch on welcome, birthday and win-back workflows with approved copy, and set up text and email opt-in at checkout. Report adoption at day 30 to customer success.

    Stores that start using loyalty early are less likely to become the under-engaged accounts the consultant must rescue.

    Risks and how to handle them

    • Store not ready to message

      Switch on workflows but start sending after opt-ins reach a threshold.

    Evidence

    • HiringImplementation Strategist (remote, open): "the first real experience a new customer has with our platform", owning onboarding across POS, E-Commerce, Loyalty & Marketing and Mobile App, and managing "white-label mobile app submissions and releases through App Store Connect and Google Play Console, including handling rejections and suspensions".Source
    • HiringMarketing Strategy Consultant I (Solutions team, remote, posted October 6, 2026): "Many dispensaries have already purchased Loyalty & Marketing but have barely scratched the surface of what it can do for their business, and are often leaving significant GMV and messaging revenue (SMS, MMS, email) on the table." The consultant uses Hex or similar tools to find the accounts with the most untapped opportunity, then helps them configure campaigns and workflows hands-on.Source
    • Your websiteLoyalty & Marketing Pro page: loyalty members "spend 20-30% more per order when they redeem points"; win-back, refer-a-friend, birthday and post-purchase workflows; an "AI Campaign Builder" that "drafts on-brand copy with compliance guardrails built in"; channel waterfalls (email, SMS, then push); dynamic marketing URLs for attribution; Smart Sending inside "a 2-hour window"; unique QR codes per event that auto-enroll customers; 30+ segment attributes.Source
  • 12

    The homepage invites dispensaries to "Call our AI agent" on a public number. A call is a strong sign of interest, but nothing on the page connects the call to a demo.

    Medium impactLow effort First result in 1 month Product Marketing Manager

    First action

    Count demo-line calls last month.

    How to measure it

    Demo-line conversions

    Now
    –
    Target
    15% of callers
    By
    1 quarter

    Steps

    1. 1

      Count calls

      Baseline.

      Revenue Operations Analyst 1 day

    2. 2

      Script the close

      Offer a booking link with consent.

      Product Marketing Manager 1 week

    3. 3

      Add tracking

      Separate number per page.

      Marketing Operations 1 week

    4. 4

      Add the form

      Beside the number.

      Web Developer 2 days

    5. 5

      Route

      To the right AE by state.

      Sales Operations 1 week

    6. 6

      Measure

      Demos per caller.

      Revenue Operations Analyst monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Add the booking-link offer for two weeks.

    Why it works

    At the end of each demo call, the agent offers to text a booking link (with consent). Give the number its own tracking, and show a short form beside it for callers who want a follow-up. Report demos from callers.

    Callers have already tried the product, so they are warm leads.

    Risks and how to handle them

    • Consumers call the number

      Ask early if the caller runs a dispensary.

    Evidence

    • Your websiteBusiness homepage: "Trusted by over 6,500 dispensaries", "$100B Transactions Processed", "1M daily transactions", "Millions in social impact donations"; new Consumer AI (Voice AI, Register Co-Pilot, Agentic Commerce, Consumer Pulse) with a public number to "Call our AI agent"; Nexus and Connect marked "coming soon"; Dutchie MCP in early access.Source
    • Press releaseJune 15, 2026: Dutchie announced Consumer AI, "a new suite of four AI products extending Dutchie POS and E-commerce", for "more than 6,500 dispensaries across North America with more than $100B in transactions processed"; the CEO said retailers must navigate "one of the most complex regulatory environments".Source
  • 13

    Dutchie's SEO page promises fast loads and Core Web Vitals, but real visitors to dutchie.com fail all three (LCP 3.5 s, INP 367 ms, CLS 0.15), with 2.9 MB of JavaScript and about 1.4 MB unused. Operators and their customers notice.

    Medium impactMedium effort First result in 2 quarters Manager

    First action

    Fix the layout shift on the hero text.

    How to measure it

    Passing Core Web Vitals

    Now
    –
    Target
    All three
    By
    2 quarters

    Steps

    1. 1

      Profile

      Largest scripts and shifts.

      Staff Engineer 1 week

    2. 2

      Fix shift

      Reserve hero space.

      Frontend Engineer 2 days

    3. 3

      Cut JavaScript

      Split and lazy-load bundles.

      Frontend Engineer 1 month

    4. 4

      Defer tags

      Non-critical third parties.

      Marketing Operations 1 week

    5. 5

      Monitor

      Chrome field data weekly.

      Manager, Engineering weekly

    6. 6

      Publish

      Before-and-after for sales.

      Product Marketing Manager 1 week

    First result
    2 quarters
    Cost
    Engineering time
    Owner
    Manager, Engineering

    Smallest test

    Fix the hero shift and measure CLS for two weeks.

    Why it works

    Cut unused JavaScript on the marketplace home, reserve space for the text that shifts, and defer non-critical tags. Re-test weekly and publish the before-and-after as proof for E-Commerce sales.

    Faster pages lift shopper conversion, and passing your own test backs up the SEO pitch.

    Risks and how to handle them

    • Feature work competes

      Set a performance budget per release.

    Evidence

    • Google PageSpeeddutchie.com (the shopper marketplace home, October 21, 2026): mobile score 63; real Chrome visitors fail Core Web Vitals on all three (LCP 3.5 s, INP 367 ms, CLS 0.15); 3.1 MB with 2.9 MB of JavaScript, about 1.4 MB unused; the largest element is the line "Browse real-time menus, order ahead for pickup, or get delivery".Source
    • Your websiteSEO and Certified Partner pages: Dutchie sells built-in SEO ("fast load speeds, mobile-first design" and "Core Web Vitals"), citing The Botanist's 44% better non-brand ranking and 55% more organic clicks; Certified Partners such as Hashly, Deeproots Partners, Range Marketing and Bud Authority build custom E-Commerce Pro sites and SEO.Source
    • Your websiteE-Commerce page: shoppers spend "17% more per order online vs in-store", "3.3M monthly e-commerce transactions on Dutchie", "Up to 60% of customers choose social sign-on"; abandoned cart recovery and back-in-stock alerts.Source
  • 14

    Certified Partners such as Deeproots and Range Marketing build E-Commerce Pro sites and run SEO for dispensaries. They are already in the room when stores plan marketing.

    Medium impactMedium effort First result in 1 quarter Product Marketing Manager

    First action

    Invite three existing partners to a pilot.

    How to measure it

    Partner-run L&M accounts

    Now
    –
    Target
    150
    By
    2 quarters

    Steps

    1. 1

      Design program

      Training and requirements.

      Director, Solutions 1 month

    2. 2

      Pilot

      Three partners.

      Product Marketing Manager 1 quarter

    3. 3

      Give templates

      Playbook library access.

      Marketing Strategy Consultant I 1 week

    4. 4

      Track

      Revenue per partner.

      Revenue Operations Analyst monthly

    5. 5

      List

      On the partner page.

      Content Marketing Manager 1 week

    6. 6

      Expand

      More partners.

      Product Marketing Manager quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Train one partner and assign five accounts.

    Why it works

    Add an L&M certification for partners: training, template access, and a tracked referral. Certified partners run campaigns for stores that lack staff, and Dutchie tracks messaging revenue by partner.

    Partners extend the consultant team at no headcount cost.

    Risks and how to handle them

    • Partner quality varies

      Certify on results, review yearly.

    Evidence

    • Your websiteSEO and Certified Partner pages: Dutchie sells built-in SEO ("fast load speeds, mobile-first design" and "Core Web Vitals"), citing The Botanist's 44% better non-brand ranking and 55% more organic clicks; Certified Partners such as Hashly, Deeproots Partners, Range Marketing and Bud Authority build custom E-Commerce Pro sites and SEO.Source
    • HiringMarketing Strategy Consultant I (Solutions team, remote, posted October 6, 2026): "Many dispensaries have already purchased Loyalty & Marketing but have barely scratched the surface of what it can do for their business, and are often leaving significant GMV and messaging revenue (SMS, MMS, email) on the table." The consultant uses Hex or similar tools to find the accounts with the most untapped opportunity, then helps them configure campaigns and workflows hands-on.Source
    • Your websiteReferral page: "$500 for every eligible Point of Sale referral and $200 for Ecommerce", paid when the referred shop rings its first sale, if it signs within 90 days; the page is linked from the Resources menu and footer.Source
  • 15

    BDRs attend B2B trade shows, and L&M Pro has "Unique QR codes per event" to attribute revenue. Using the same tool at Dutchie's booth shows the product and tracks leads.

    Medium impactMedium effort First result in 1 quarter Sales Manager

    First action

    Set up a QR code for the next trade show.

    How to measure it

    Pipeline per show

    Now
    –
    Target
    Tracked for every show
    By
    2 quarters

    Steps

    1. 1

      Create codes

      One per show.

      Marketing Operations 1 day

    2. 2

      Design the flow

      Demo sequence and state brief.

      Product Marketing Manager 1 week

    3. 3

      Train the booth

      Live demo script.

      Sales Manager, Business Development 1 day

    4. 4

      Run

      Each show.

      Business Development Representative ongoing

    5. 5

      Follow up

      Within 48 hours.

      Business Development Representative ongoing

    6. 6

      Report

      Pipeline by show.

      Revenue Operations Analyst quarterly

    First result
    1 quarter
    Cost
    Event budget
    Owner
    Sales Manager, Business Development

    Smallest test

    Use a QR code at the next show.

    Why it works

    Give each show its own QR code that enrolls visitors in a demo sequence and a state-rules brief, run a live demo of the loyalty flow, and report pipeline by show.

    Booth visitors try the product themselves and Dutchie measures which shows pay off.

    Risks and how to handle them

    • Low scan rates

      Offer a useful item, such as the state brief.

    Evidence

    • HiringBusiness Development Representative (remote, posted September 21, 2026): outbound across the whole US to "the full universe of non-Dutchie licensed dispensaries", at least 50 calls a day on Gong sequences, qualifying with MEDDPICC and "Dutchie's 4-Part Framework (Why Change / Why Dutchie / Why Now / Who Can Make It Happen)"; also owns "the rework of stale inbound leads" and attends "B2B events and trade shows".Source
    • Your websiteLoyalty & Marketing Pro page: loyalty members "spend 20-30% more per order when they redeem points"; win-back, refer-a-friend, birthday and post-purchase workflows; an "AI Campaign Builder" that "drafts on-brand copy with compliance guardrails built in"; channel waterfalls (email, SMS, then push); dynamic marketing URLs for attribution; Smart Sending inside "a 2-hour window"; unique QR codes per event that auto-enroll customers; 30+ segment attributes.Source

Big bets 4

Larger plays that can change the trajectory.

  • 16

    Dutchie is hiring a person to find under-used accounts and tell them what to run, and it is building Nexus, an "AI powered command center". The consultant's method is the spec for that feature.

    High impactHigh effort First result in 3 quarters Product Manager

    First action

    Write down the consultant's decision rules after ten engagements.

    How to measure it

    Messaging revenue lift

    Now
    –
    Target
    +15%
    By
    3 quarters

    Steps

    1. 1

      Capture rules

      From engagements.

      Marketing Strategy Consultant I 1 quarter

    2. 2

      Model signals

      Upside predictors.

      Revenue Operations Analyst 1 month

    3. 3

      Design actions

      Weekly suggestions.

      Product Manager 1 month

    4. 4

      Build

      In Nexus.

      Manager, Engineering 2 quarters

    5. 5

      Test

      Against a control group.

      Revenue Operations Analyst 1 quarter

    6. 6

      Roll out

      All L&M accounts.

      Product Manager 1 quarter

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Product Manager

    Smallest test

    Send ten manual suggestions a week and measure uptake.

    Why it works

    Use the consultant's first quarter of engagements to define the rules: which signals predict upside, which campaign to run, and when. Build them into Nexus as weekly suggested actions with one-click launch, and measure lift against stores without suggestions.

    It scales a scarce skill to every store and gives Nexus a clear revenue outcome.

    Risks and how to handle them

    • Bad suggestions erode trust

      Start with conservative rules and owner approval.

    Evidence

    • HiringMarketing Strategy Consultant I (Solutions team, remote, posted October 6, 2026): "Many dispensaries have already purchased Loyalty & Marketing but have barely scratched the surface of what it can do for their business, and are often leaving significant GMV and messaging revenue (SMS, MMS, email) on the table." The consultant uses Hex or similar tools to find the accounts with the most untapped opportunity, then helps them configure campaigns and workflows hands-on.Source
    • HiringThe same post: the consultant reviews "customer data, demographics, local market trends, competitive landscape, and state-specific regulations", builds "SOPs and marketing playbooks tailored to each customer", stays engaged after launch, and is a key lever "in reducing churn among underengaged, at-risk accounts". Variable pay is tied to "customer adoption of the Loyalty & Marketing product, messaging revenue growth, GMV lift, campaign performance, and customer retention/churn reduction". Reports to the Director, Solutions.Source
    • Your websiteBusiness homepage: "Trusted by over 6,500 dispensaries", "$100B Transactions Processed", "1M daily transactions", "Millions in social impact donations"; new Consumer AI (Voice AI, Register Co-Pilot, Agentic Commerce, Consumer Pulse) with a public number to "Call our AI agent"; Nexus and Connect marked "coming soon"; Dutchie MCP in early access.Source
    • HiringEngineering hiring: a Manager, Engineering (posted October 8, 2026) leading 4-8 engineers with "modern agentic coding practices", and a Staff Engineer for "enterprise-grade retail software at scale": "The world of cannabis changes constantly, and we optimize our process for meeting that need".Source
  • 17

    The AI Campaign Builder has "compliance guardrails", and the state pages are reviewed by a compliance team. Linking the two lets every campaign check the rules of the store's state.

    High impactHigh effort First result in 3 quarters Staff Engineer

    First action

    Encode the rules for one state.

    How to measure it

    Campaigns sent per account

    Now
    –
    Target
    +20%
    By
    3 quarters

    Steps

    1. 1

      Define rules data

      Fields per state.

      Senior Director, Compliance & Enterprise Risk 1 month

    2. 2

      Encode states

      Five largest first.

      Senior Director, Compliance & Enterprise Risk 1 quarter

    3. 3

      Build checks

      In the Campaign Builder.

      Staff Engineer 1 quarter

    4. 4

      Show citations

      Rule and page link.

      Product Designer 1 month

    5. 5

      Pilot

      With consultant accounts.

      Marketing Strategy Consultant I 1 month

    6. 6

      Expand

      All states.

      Senior Director, Compliance & Enterprise Risk 2 quarters

    First result
    3 quarters
    Cost
    Engineering and compliance time
    Owner
    Staff Engineer

    Smallest test

    Run checks by hand on 20 campaigns in one state.

    Why it works

    Store each state's marketing rules from the new page sections as data. The Campaign Builder flags copy or offers that conflict, cites the rule, and logs approvals.

    Fear of breaking rules is a reason stores under-use messaging; built-in checks remove it.

    Risks and how to handle them

    • False sense of security

      Keep the merchant-responsibility notice and owner approval.

    Evidence

    • Your websiteState pages' search descriptions lag the pages: Ohio's reads "Unlock Ohio's Medical Cannabis Market ... set by the Ohio Board of Pharmacy" while the page names the Division of Cannabis Control; Delaware's mentions "upcoming changes in 2024"; Minnesota's "upcoming adult-use laws"; Rhode Island's "future adult-use markets". The 42 state pages cover market status, traceability, purchase limits, taxes and delivery; only 5 mention advertising at all, and none has a section on marketing or messaging rules.Source
    • Your websiteLoyalty & Marketing Pro page: loyalty members "spend 20-30% more per order when they redeem points"; win-back, refer-a-friend, birthday and post-purchase workflows; an "AI Campaign Builder" that "drafts on-brand copy with compliance guardrails built in"; channel waterfalls (email, SMS, then push); dynamic marketing URLs for attribution; Smart Sending inside "a 2-hour window"; unique QR codes per event that auto-enroll customers; 30+ segment attributes.Source
    • Press releaseJune 15, 2026: Dutchie announced Consumer AI, "a new suite of four AI products extending Dutchie POS and E-commerce", for "more than 6,500 dispensaries across North America with more than $100B in transactions processed"; the CEO said retailers must navigate "one of the most complex regulatory environments".Source
  • 18

    The 2026 4/20 Report shows what Dutchie's data can say (2.5x volume, 3x cashless, baskets up about 50%). With a million transactions a day, Dutchie can publish trends every quarter, not once a year.

    High impactMedium effort First result in 1 year Revenue Operations Analyst

    First action

    Pick five measures for the first index.

    How to measure it

    Index downloads

    Now
    –
    Target
    5,000 a quarter
    By
    1 year

    Steps

    1. 1

      Pick measures

      Five per state.

      Revenue Operations Analyst 1 week

    2. 2

      Privacy review

      Aggregates only.

      Senior Director, Compliance & Enterprise Risk 2 weeks

    3. 3

      Build

      Repeatable query.

      Revenue Operations Analyst 1 month

    4. 4

      Write

      Report and charts.

      Content Marketing Manager 2 weeks

    5. 5

      Launch

      Press and webinar.

      Product Marketing Manager 1 month

    6. 6

      Arm sales

      State cuts for AEs.

      Sales Manager, Business Development quarterly

    First result
    1 year
    Cost
    Analyst time
    Owner
    Revenue Operations Analyst

    Smallest test

    Publish one chart from last quarter.

    Why it works

    Publish a quarterly index by state: basket size, category mix, cashless share and loyalty share, in aggregate. Give AEs state cuts and invite press and operators to a webinar.

    Regular original data earns press, links and AI citations, and gives sales a reason to call.

    Risks and how to handle them

    • Identifiable stores

      Suppress small groups.

    Evidence

    • Your websiteThe 2026 4/20 Report (June 3, 2026), from Dutchie transaction data: "~2.5x Volume vs. typical Monday", "~3x Cashless payment adoption", "~4 Items per basket, up ~50%".Source
    • Your websiteBusiness homepage: "Trusted by over 6,500 dispensaries", "$100B Transactions Processed", "1M daily transactions", "Millions in social impact donations"; new Consumer AI (Voice AI, Register Co-Pilot, Agentic Commerce, Consumer Pulse) with a public number to "Call our AI agent"; Nexus and Connect marked "coming soon"; Dutchie MCP in early access.Source
    • HiringAccount Executive, Illinois and Account Executive, Northern California (both posted October 20, 2026): own "the entire sales process from beginning to end", run online and in-person demos, travel up to 50% in territory, and "Become an expert on the Illinois Cannabis market"; base pay $144,000-188,000.Source
  • 19

    Connect, "coming soon", will link brands with thousands of dispensaries, and L&M already supports point boosts by brand. Brands want shelf attention; stores want promotions they do not pay for.

    High impactHigh effort First result in 4 quarters Product Manager

    First action

    Ask ten brands if they would fund a point boost.

    How to measure it

    Funded campaigns

    Now
    –
    Target
    100
    By
    4 quarters

    Steps

    1. 1

      Interview brands

      Ten brands.

      Product Manager, Connect 1 month

    2. 2

      Check rules

      By state.

      Senior Director, Compliance & Enterprise Risk 1 month

    3. 3

      Design offer

      Funding and reporting.

      Product Manager, Connect 1 month

    4. 4

      Build

      In Connect and L&M.

      Manager, Engineering 2 quarters

    5. 5

      Pilot

      One state.

      Product Manager, Connect 1 quarter

    6. 6

      Scale

      More states.

      Product Manager, Connect 2 quarters

    First result
    4 quarters
    Cost
    Engineering time
    Owner
    Product Manager, Connect

    Smallest test

    Run one brand-funded boost by hand.

    Why it works

    Let brands fund point boosts or bundles across opted-in stores through Connect, within each state's rules, with results reported to both sides.

    A two-sided program brings brands to Connect and makes L&M more valuable to stores.

    Risks and how to handle them

    • Rules on brand-funded promotions vary

      Launch only where compliance approves.

    Evidence

    • Your websiteBusiness homepage: "Trusted by over 6,500 dispensaries", "$100B Transactions Processed", "1M daily transactions", "Millions in social impact donations"; new Consumer AI (Voice AI, Register Co-Pilot, Agentic Commerce, Consumer Pulse) with a public number to "Call our AI agent"; Nexus and Connect marked "coming soon"; Dutchie MCP in early access.Source
    • Your websiteLoyalty & Marketing Pro page: loyalty members "spend 20-30% more per order when they redeem points"; win-back, refer-a-friend, birthday and post-purchase workflows; an "AI Campaign Builder" that "drafts on-brand copy with compliance guardrails built in"; channel waterfalls (email, SMS, then push); dynamic marketing URLs for attribution; Smart Sending inside "a 2-hour window"; unique QR codes per event that auto-enroll customers; 30+ segment attributes.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 20

    Dutchie's blog runs "From Budtender to..." stories, and Register Co-Pilot is sold as making "every budtender sell like your best". Store owners struggle to train new staff.

    Medium impactLow effort First result in 1 quarter Content Marketing Manager

    First action

    Outline five lessons from existing blog posts.

    How to measure it

    Non-customer sign-ups

    Now
    –
    Target
    1,000
    By
    2 quarters

    Steps

    1. 1

      Outline

      Five lessons.

      Content Marketing Manager 1 week

    2. 2

      Record

      Short videos.

      Content Marketing Manager 1 month

    3. 3

      Compliance review

      Lesson content.

      Senior Director, Compliance & Enterprise Risk 2 weeks

    4. 4

      Launch

      Landing page and certificate.

      Web Developer 2 weeks

    5. 5

      Nurture

      Owners to demo.

      Marketing Operations ongoing

    6. 6

      Measure

      Sign-ups and demos.

      Revenue Operations Analyst monthly

    First result
    1 quarter
    Cost
    Production time
    Owner
    Content Marketing Manager

    Smallest test

    Publish one lesson.

    Why it works

    Publish a free short course on budtender basics (compliance at checkout, loyalty sign-up, product knowledge), with a certificate. Owners sign up their teams; Dutchie gets contacts at stores it does not serve yet.

    Training content reaches the people who use the POS daily and brings owners to Dutchie.

    Risks and how to handle them

    • Seen as a sales trick

      Keep the course useful on any POS.

    Evidence

    • Your websiteBusiness homepage: "Trusted by over 6,500 dispensaries", "$100B Transactions Processed", "1M daily transactions", "Millions in social impact donations"; new Consumer AI (Voice AI, Register Co-Pilot, Agentic Commerce, Consumer Pulse) with a public number to "Call our AI agent"; Nexus and Connect marked "coming soon"; Dutchie MCP in early access.Source
    • Your websiteSitemap (/business, 430 URLs, checked October 21, 2026): 259 blog posts and 30 content-hub articles; no pages comparing Dutchie with other POS or loyalty vendors; overlapping guides (three on switching POS systems, two on email marketing, two on holiday marketing, two on New York delivery); weekly news posts from 2022-2023; the state-law hub promotes "The 2022 Cannabis POS Buyer's Guide".Source
  • 21

    The homepage says "Millions in social impact donations" and Round Up lets shoppers give change. A vague number is less persuasive than a live, specific one.

    Medium impactLow effort First result in 1 quarter Product Marketing Manager

    First action

    Get the exact total to date.

    How to measure it

    Shared cards

    Now
    –
    Target
    500
    By
    2 quarters

    Steps

    1. 1

      Get totals

      By cause and store.

      Revenue Operations Analyst 1 week

    2. 2

      Build counter

      On the Round Up page.

      Web Developer 2 weeks

    3. 3

      Make cards

      Shareable images.

      Product Designer 1 week

    4. 4

      Launch

      Email to stores.

      Product Marketing Manager 1 week

    5. 5

      Pitch press

      With partners.

      Product Marketing Manager 1 month

    6. 6

      Measure

      Shares and sign-ups.

      Revenue Operations Analyst monthly

    First result
    1 quarter
    Cost
    Design time
    Owner
    Product Marketing Manager

    Smallest test

    Post the exact total on the page.

    Why it works

    Show an exact running total by cause and by state, and give each participating store a shareable card with its own total.

    Specific impact numbers earn press and local goodwill, and stores like sharing them.

    Risks and how to handle them

    • Store totals are small

      Show cumulative and shopper count.

    Evidence

    • Your websiteBusiness homepage: "Trusted by over 6,500 dispensaries", "$100B Transactions Processed", "1M daily transactions", "Millions in social impact donations"; new Consumer AI (Voice AI, Register Co-Pilot, Agentic Commerce, Consumer Pulse) with a public number to "Call our AI agent"; Nexus and Connect marked "coming soon"; Dutchie MCP in early access.Source
  • 22

    Dutchie integrates with standalone loyalty tools such as AIQ, and Springbig and AIQ sell to the same stores. Some Dutchie POS customers pay for two systems.

    Medium impactLow effort First result in 1 quarter Marketing Strategy Consultant…

    First action

    List POS accounts with a loyalty integration on.

    How to measure it

    Loyalty migrations

    Now
    –
    Target
    50
    By
    2 quarters

    Steps

    1. 1

      List accounts

      Loyalty integration on.

      Revenue Operations Analyst 1 week

    2. 2

      Design the test

      One workflow, 60 days.

      Marketing Strategy Consultant I 1 week

    3. 3

      Offer

      Through account managers.

      Account Manager 1 month

    4. 4

      Run

      Set up by the consultant.

      Marketing Strategy Consultant I 60 days

    5. 5

      Compare

      Revenue per message.

      Revenue Operations Analyst 1 month

    6. 6

      Migrate

      Points and members.

      Implementation Strategist ongoing

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Marketing Strategy Consultant I

    Smallest test

    Run the test with three accounts.

    Why it works

    Offer POS customers on a separate loyalty tool a 60-day test: run one L&M workflow alongside their tool and compare revenue per message. The consultant sets it up.

    A fair test with their own data is more persuasive than a pitch, and moving them consolidates spend on Dutchie.

    Risks and how to handle them

    • Damages partner relations

      Keep integrations supported for stores that stay.

    Evidence

    • Your websiteIntegrations page: "over 100 technology partners" in categories including Loyalty and Marketing; AlpineIQ is listed as a loyalty integration.Source
    • Competitor researchRivals' own homepages: Treez, "dispensary POS, cashless payments, retail analytics, ecommerce and loyalty in one system"; Flowhub, "POS, payments, ecommerce, loyalty, and AI"; Cova, "dispensary POS, payments, inventory, compliance & ecommerce"; Springbig, "AI-Powered MarTech for Regulated Industries"; AIQ, "Marketing, Loyalty, and Ecommerce Software".Source
    • HiringMarketing Strategy Consultant I (Solutions team, remote, posted October 6, 2026): "Many dispensaries have already purchased Loyalty & Marketing but have barely scratched the surface of what it can do for their business, and are often leaving significant GMV and messaging revenue (SMS, MMS, email) on the table." The consultant uses Hex or similar tools to find the accounts with the most untapped opportunity, then helps them configure campaigns and workflows hands-on.Source

03

How Programmable can help

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ProgrammableInfo

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 22, 2026, and cites them throughout. Dutchie did not commission, review or endorse it, and Programmable is not affiliated with Dutchie. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Dutchie runs its business.

Something wrong, or do you represent Dutchie? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    State-law fixes and rules sections, the monthly opportunity report, comparison pages, guide clean-up, milestone referrals and stale-lead rework.

  2. Days 31 to 6012 ideas

    Territory pages, messaging case studies, the playbook library, app pre-checks, launch-day workflows, the demo line, site speed, partner certification and trade-show QR codes; the budtender course, Round Up counter and loyalty side-by-side test.

  3. Days 61 to 904 ideas

    Commit to the big bets: Nexus suggestions, state-aware guardrails, the quarterly retail index and brand-funded boosts.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value one system for POS, online, loyalty and payments. The most cited problem: complex, changing state rules.

  • Fast feature releases
  • Too little staff time for marketing
  • In their words: “compliance”

Market

Competitive landscape

5 competitors compared: Treez, Flowhub, Cova, Springbig and 1 more.

  • Gap to exploit: State-by-state marketing rules in one place
  • Treez: Smaller footprint than Dutchie
  • Flowhub: Fewer native marketing tools

Hiring signals

Dutchie is hiring to grow on two fronts.

  • Marketing Strategy Consultant I: Stores bought L&M but leave messaging revenue on the table. Ideas 1, 2, 8, 9, 14, 16, 22.
  • Account Executive, Illinois: Become an expert on the Illinois cannabis market. Ideas 1, 7.
  • Account Executive, Northern California: A second territory AE. Idea 7.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
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  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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