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Sherry Boodram, Ph.D.
Lucas C. McCann, Ph.D.
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Sherry Boodram, Ph.D.
Lucas C. McCann, Ph.D.
Heather Goodman
Brandon Charbonneau
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Budtender Training
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Cannabis Consulting Compliance and Audit Experts
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Virginia
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Site Evidence Packages
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British Columbia
Manitoba
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Sherry Boodram, Ph.D.
Lucas C. McCann, Ph.D.
Heather Goodman
Brandon Charbonneau
Partnership
About Us
Team Members
Contact
Services
Close Services
Open Services
Budtender Training
Cannabis Business Plans
Cannabis Business Training
Cannabis Consulting Compliance and Audit Experts
Cannabis Cultivation Consulting
Cannabis License Applications
Cannabis Marketing Services
Cannabis Product Commercialization Services
Cannabis Regulatory Due Diligence
Cannabis SOP Consulting
GMP & GACP Certification Support
USA
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Alabama
Alaska
Arizona
Arkansas
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
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Maryland
Massachusetts
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Missouri
Montana
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Nevada
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Ohio
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Federal Licensing
Analytical Testing Licence
Canada Revenue Agency Licence
Cultivation & Nursery Licences
Industrial Hemp Licence
Natural Health Products Licence
Processing Licences
Psychedelics Compliance
Research Licence
Stability Studies
Good Manufacturing Practices (GMP)
Site Evidence Packages
Retail (Provincial) Licensing
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland
Nova Scotia
Ontario
Prince Edward Island
Quebec
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The Territories
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Australia
Germany
About
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Team
Sherry Boodram, Ph.D.
Lucas C. McCann, Ph.D.
Heather Goodman
Brandon Charbonneau
Partnership
About Us
Team Members
Contact
Brand Onboarding Form
Company Basics
Business Name
*
Business Legal Name
*
Primary Contact Name
*
Primary Contact Role
*
Email Address
*
Phone Number
*
Sales Representative from CannDelta or Intellicastle
*
Website URL (if existing)
Business Goals & Direction
What are your top 3 business goals for the next 6 months?
What made this a priority right now?
What does success look like numerically? (Revenue, leads, bookings, traffic, etc.)
Which product or service is the highest priority for growth?
Are there any upcoming launches, deadlines, or seasonal cycles?
Understanding your Brand
What is your brand story in 3–5 sentences?
What are your core values or mission?
How should your brand feel to customers? (3 adjectives)
What should your brand NEVER feel like?
What are 2- 3 brands you currently resonate with?
What about the brand grabs your attention? Select 5
The clean, modern visual style
The brand feels authentic and relatable
The messaging is clear and easy to understand
The product looks high-quality and premium
The mission and values really stand out
The brand has a unique personality and tone
The content is engaging and not overly salesy
The design and colors are eye-catching
The brand feels trustworthy and credible
The community around the brand feels welcoming
The brand tells a compelling story
The consistency across posts makes it memorable
The brand feels innovative and different from competitors
The lifestyle imagery makes it aspirational
The brand speaks directly to my needs
Other
Other (please specify)
Customer & Market Positioning
Describe your ideal customer (demographics, mindset, buying behavior).
What core problem do you solve?
What emotional outcome does your customer ultimately want?
What practical problems do you solve for customers?
Competitive Landscape
Who are your top 3 competitors?
Do you have a product or service that you feel you offer that your competitors don’t
Why should someone choose you over them?
Social Media
Which platforms are priorities? (Instagram, Facebook, LinkedIn or X )
Please choose three topics you’d like social media to focus development on
Education
Authority Building
Product / Service Spotlight
Brand Story & Values
Social Proof (Testimonials / Reviews)
Behind-the-Scenes
Community & Engagement
Thought Leadership
Lifestyle Integration
Promotional Campaigns
Trend-Based / Viral Content
SEO
What is the primary conversion action on your website?
Which services/products generate the most revenue?
Which services/products are most profitable?
Are there geographic areas you want to dominate?
Current Marketing Snapshot
Do you have any current marketing activities or efforts? Please list any that you’re currently executing
What has worked well?
What has not worked or been frustrating?
What factors have impacted your business over the past 5 years?
Communication and Points of Contact
Communication
Preferred communication method (if by text please provide phone number)
Additional Notes
Are there KEY insights you’d like us to keep top of mind about your brand, client base, advantages of your business, or upcoming opportunities you want to capture in our marketing efforts?
Submit
