Hubspot CRM and Sales Process for Cannabis Processors and Growers

Do you have a great product, but can't seem to break through? Chances are you're not selling optimally and need to revisit and refine your process (or lack thereof).

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Increase Revenue Through an Optimized B2B Cannabis Sales Process

With over 10,000 SKUs available in Ohio, and individual dispensary menus having hundreds, it's hard to stand out. You can do what many cannabis brands do throw money at deals or sales people, or you can get serious and develop KPIs beyond orders, a standard operating procedure that will work, and real-time dashboards that allow you to know what is and isn't working.

This is How We Do It (Thanks Montell)

Performance Analysis of your existing pipeline and/or CRM
Workshop to develop your customized Sales SOP based on a decade of sales support and onboarding sales teams to CRM
Platform Configuration (Hubspot Only) of your pipeline, deal stages, automations and approvals, and dashboards
Developed and documented Sales Standard Operating Procedure

Transforming Your Sales Process_A Step by Step Guide

Why Process Matters for B2B Cannabis Sales

A well-defined sales process is essential for a B2B cannabis processor to drive consistency, scalability, and revenue growth. It ensures that sales efforts are structured, repeatable, and aligned with business goals. This results in better close rates, shortened sales cycles, and ultimately better revenue growth. In this highly regulated, fluid, and competitive industry, a structured approach can also be a differentiator to help your teams adapt, stay compliant, and maximize every growth opportunity.

Simple, transparent pricing

Workshop Only

$15000 /month

What you get:

Current State Pipeline and CRM review
Half-day workshop to go in depth on your current sales process and opportunities for improvement
Recommended next steps on developing your sales process

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SOP Development

$30008 /month

Workshop, plus documented standard operating procedure including:

Definition of Contact and Deal/Opportunity Pipeline Stages
Recommended Primary and Secondary KPIs
Roles and Responsibilities within the team
Recommended Approvals and Automations
Recommendations for Dashboard Reports

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Hubspot Implementation

$6000-900016 /month

All Prior features, plus:

Recommendation of appropriate Hubspot Products and negotiation support
Implementation of Standard Operating Procedure
2-Hour custom training session with sales team on CRM usage and best practices

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Workshop Only

SOP Development

Hubspot Implementation