About the Client
(Due to client NDA we cannot divulge our client's company name)
Sales Hub | Marketing Hub | Service Hub
This Southern California-based cannabis cultivator and dispensary came to Open Flow at a pivotal growth stage. With annual revenue at $1.5 million and ambitious expansion goals of two new southern California locations, they needed a digital foundation built for scale, compliance, and conversion.
Just one year later, they had quadrupled revenue—surpassing $4 million annually amongst their locations—thanks in large part to the foundational HubSpot platform and Open Flow's systems architecture experience in the cannabis industry.
In a highly regulated and competitive market, success demands more than a CRM.
It required a platform tailored for growth—and a partner who understands how to execute under pressure. Enter Open Flow.
The Challenge
With no pre-existing CRM infrastructure, the client needed a rapid and comprehensive build— including:
- HubSpot onboarding across the Marketing, Sales, and Service hubs for 115 employees
- 30+ custom website pages and templates rebuilt from the ground up
- Cannabis-compliant content development for email and ad campaigns
- Cannabis license tracking and menu share reporting
- HubSpot - Dutchie ecommerce integration
- SEO Audit and Website Development
- Super Admin Services
- 5 HubSpot Sales Pipeline Setup and Implementation
- Loyalty Program build-out in HubSpot with follow-up automations
- Re-engaging Previous customers in a win-back program
- Customer Feedback Survey
- Real-time reporting and Conversion Tracking
Compounding these technical needs were strict marketing limitations imposed on the cannabis industry—where advertising restrictions, platform bans, and compliance concerns create a minefield for growth-minded brands.
The Solution
Open Flow executed an enterprise-grade implementation with precision and speed.
HubSpot Enablement
- Strategic onboarding for all hubs (Marketing, Sales, and Service)
- Live training, process documentation, and follow-up resources to ensure adoption
SEO & Advertising Optimization
- Launched and configured a Google Ads account tailored for cannabis marketing guidelines
- Optimized blog content and Google Business Profile
- Resolved critical backend website issues affecting search visibility and site stability
- Increased and automated their business listings to optimize SEO without eating up time
Admin Success
- 30+ email templates created
- 10 email ad sets successfully completed
- Pillar and cluster blog strategy developed for a 2 year period
Sales Pipeline
5 HubSpot pipelines created, trained, implemented and developed:
- Retail Sale
- Wholesale
- Field Representative Pipeline
- Events Sales
- Online Sales
Including Follow-up Automations and personalized sequencing for each pipeline.
Customer Support
- Customer support ticketing pipeline
- Customer feedback and satisfaction pipeline
- Help desk implementation
- Loyalty program survey automations
- Content consistency, monthly offers, and loyalty program promotion
Website Transformation
- Redesigned 30+ pages and reusable templates, optimized for speed, mobile responsiveness, and user experience
- Introduced scalable architecture to support future content and campaign expansion
- On-page SEO audit and implementation
- Open Flow maintained their site updated with weekly offers with quick response times
The Results
- Fully operational in HubSpot: All teams now operate within a centralized CRM, with streamlined communication and visibility across departments
- Significant SEO gains: Improved website health, discoverability, and page performance led to measurable traffic increases
- Marketing independence: The in-house team is now equipped to manage complex, multichannel campaigns confidently and compliantly
“It has been a total pleasure to work with the stellar team at Open Flow! The team is complete with cannabis industry knowledge and the technical know-how to navigate the new and emerging platforms driving the industry online. The workflow is smooth and the turnaround time is lightning fast with attention to detail that never misses the mark.”
— Vanessa Watson, Marketing Director
Ready to Scale in a Regulated Market?
Whether you're navigating cannabis compliance or looking to launch faster, Open Flow brings deep technical expertise and go-to-market clarity.
Let’s build your next success story—together.
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