B2B Dispensary Account Reorder & Pricing Update System
A done-for-you cannabis automation built for the Cannabis Wholesale Sales Rep, connecting Jotform, Airtable, and Mailchimp so the work below happens on its own.
What this automation does, step by step
Each week, this automation checks every dispensary account's order history, identifies accounts that are typically on a weekly or bi-weekly reorder cycle and haven't placed a new order, and sends the account buyer a personalized reorder reminder with their standard product list and current pricing pre-populated in a simple order form.
When new products hit the menu or pricing is updated, all active accounts receive an automatic product sheet or price list update from their account rep, so the buyer is informed before they order from a competitor simply because they didn't know the product existed.
The sales rep spends time on relationships and new accounts rather than manually chasing reorders.
- CRM (e.g., HubSpot or a cannabis B2B platform like Leaf Trade)
- Zapier or Make.com
- Jotform (digital order form)
- Mailchimp or email (product announcements and reorder reminders)
- Airtable (account order cycle tracker)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, a cannabis wholesale sales rep has to notice problems after they've already happened, then scramble to fix them manually one at a time.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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