CRM Strategy & Lifecycle Marketing

The customer journey most dispensaries never build.

I design the end-to-end lifecycle programs that turn first-time visitors into long-term customers. Welcome sequences that onboard new buyers properly. Reactivation triggers timed to actual purchase cadence. Post-purchase flows that introduce relevant categories instead of blasting the same promo to everyone. Every touchpoint is mapped to real behavior, measured against real revenue, and designed to compound over time.

Right for you if: Operators with 5+ locations who know they need lifecycle marketing but haven’t built it yet.

CRM Implementation & Optimization

Your platform should be a growth engine, not a glorified email sender.

Whether you’re launching Alpine IQ, migrating from one platform to another, or trying to get more out of what you already have, I handle the technical build. Segmentation architecture that reflects how your customers actually behave. Automation logic that triggers on the right signals. Platform configuration that your team can actually operate day-to-day. I’ve done this for operators running 30+ locations across multiple states.

Right for you if: Teams about to launch, migrate, or overhaul their CRM platform.

Retention & Loyalty Programs

Loyalty that changes behavior, not just gives away margin.

Most cannabis loyalty programs are just discount delivery systems. Points accrue, discounts fire, margin erodes, and nobody’s purchase behavior actually changes. I design loyalty programs with tier structures, point economics, and qualification rules that are engineered to increase visit frequency and average basket size. Every element has a financial model behind it. Every reward has a reason.

Right for you if: Operators whose loyalty program costs a lot but doesn’t move the retention needle.

VIP & High-Value Customer Marketing

Your top 10% deserve more than a mass text.

Your best customers are driving a disproportionate share of your revenue. Most operators treat them exactly the same as everyone else. I build dedicated VIP programs with tiered recognition, exclusive access, and personalized outreach strategies that protect and grow your most valuable relationships. This is where the highest-ROI work lives, and most operators aren’t doing any of it.

Right for you if: Retailers who know their top customers matter but have no system to retain them.

Reporting & Analytics

Real answers to real questions. Not vanity dashboards.

I build custom reporting frameworks and dashboards that give you clear visibility into what’s actually happening in your CRM. Revenue attribution by campaign and segment. Cohort retention curves. RFM segmentation that drives action. Loyalty program ROI broken down by tier. You’ll know what’s working, what’s not, and exactly where to invest next.

Right for you if: Operators who are making CRM decisions based on gut feel instead of data.

Strategic Marketing Advisory

Senior CRM leadership without the full-time hire.

For operators who need a senior marketing perspective in the room but aren’t ready for a full-time VP of CRM, I serve as a fractional strategic advisor. I join your leadership conversations, help prioritize initiatives, build board-ready reporting, and make sure your marketing investment is pointed at the highest-impact opportunities. This isn’t outsourced execution. It’s embedded strategic thinking.

Right for you if: Growing operators who need senior CRM guidance to scale past their current plateau.