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Sherry Boodram, Ph.D.
Lucas C. McCann, Ph.D.
Heather Goodman
Brandon Charbonneau
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Budtender Training
Cannabis Business Plans
Cannabis Business Training
Cannabis Consulting Compliance and Audit Experts
Cannabis Cultivation Consulting
Cannabis License Applications
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GMP & GACP Certification Support
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Site Evidence Packages
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Team
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
Close USA
Open USA
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
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Iowa
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Kentucky
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Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
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North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
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Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
International
Close International
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Canada
Close Canada
Open Canada
Federal Licensing
Analytical Testing Licence
Canada Revenue Agency Licence
Research Licence
Cultivation & Nursery Licences
Industrial Hemp Licence
Processing Licences
Psychedelics Compliance
Natural Health Products 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
Saskatchewan
The Territories
Liquor Licence Applications
Ontario Retail Business E-Book
SmartTending Training
Germany
Australia
Licenses For Sale
Marketing
Close Marketing
Open Marketing
Cannabis Marketing Services
SEO for Cannabis Business
Cannabis Packaging Design Services
Cannabis Web Design Services
Cannabis Logo Design Services
Cannabis Social Media Marketing Services
Resources
Close Resources
Open Resources
Articles
Success Stories
Articles
Success Stories
About
Close About
Open About
Team
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
Close USA
Open USA
Alabama
Alaska
Arizona
Arkansas
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
United States Virgin Islands
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Canada
Close Canada
Open Canada
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
Saskatchewan
The Territories
Liquor Licence Applications
Ontario Retail Business E-Book
SmartTending Training
Licenses For Sale
Articles
International
Close International
Open International
Australia
Germany
About
Close About
Open About
Team
Sherry Boodram, Ph.D.
Lucas C. McCann, Ph.D.
Heather Goodman
Brandon Charbonneau
Partnership
About Us
Team Members
Contact
Client Onboarding Form
Business Overview
Primary Contact Name
*
Primary Contact Title
*
Business Legal Name
*
DBA / Brand Name (if different)
Email Address
*
Phone
*
City
State/Province
License Type(s)
(check all that apply)
Cultivation
Processing / Manufacturing
Distribution
Retail / Dispensary
Medical
Adult-Use
Ancillary / Non-Plant Touching
License Number(s)
(if issued)
Current Business Stage
Pre-license
Licensed but not operational
Operational (under 6 months)
Established (6+ months)
Brand Overview
Does your brand have a tagline?
Yes
No
Tagline
Vision
Mission
Values
What is your brand story? ( Brief background )
Who are your primary customers? What are their demographics, interests, and behaviours?
How would you describe your brand's personality in three words?
What tone of voice do you want to communicate?
Who are your main competitors?
How do you want to differentiate your brand from them?
2. Services
Services You’ve Signed Up For
(Select all that apply – only relevant sections will be used)
Website Development
Brand Identity Design
Social Media Management
Email Marketing
Website Development
Do you currently have a website?
Yes
No
If yes, please list the website URL
What platform is your website built on?
Domain Name
Domain Username / Email
Domain Password
Hosting Service Name
Hosting Service Username
Hosting Service Password
Do you have a Domain?
Yes
No
Domain Platform
Domain Name
Domain Username / Email
Domain Password
Do you have a hosting service?
Yes
No
Hosting Service Name
Hosting Service Username
Hosting Service Password
Primary goal of the website
Education
Lead generation
Brand credibility
Product discovery
Required pages
(Limited to 5 pages)
Home
About
Products
Store Locator
Blog / Education
Contact / Booking
Other
Other (please specify)
Facebook Business Page Link
Twitter Link
LinkedIn Link
Instagram Link
Other Social Media Accounts
List 3 websites that you like
How would you describe the style of the website? Use as many keywords as you feel is necessary.
Do you already have design assets available for the project or any references?
Yes
No
Upload Logo and Source File
Drag and Drop (or)
Choose Files
Do you have a logo?
Yes
No
Upload Logo and Source File
Drag and Drop (or)
Choose Files
Brand colors
Mention the Hex code ( Click on Add Item to give more color options)
Primary Color
Secondary Color
Typeface
Click on Add Item to give more options
Heading
Sub Heading
Text
Brand Identity Design
Are there any brands you admire or would like to emulate? (Can be outside of cannabis industry)
Yes
No
Describe
Do you have a logo?
Yes
No
Upload Logo and Source File
Drag and Drop (or)
Choose Files
Brand colors
Mention the Hex code ( Click on Add Item to give more color options)
Primary Color
Secondary Color
Typeface
Click on Add Item to give more options
Heading
Sub Heading
Text
Are there any specific imagery or design styles that reflect your brand?
Yes
No
Describe
Where will the brand be used?
Website
Social Media
Advertising
Packaging
Other
Other (please specify)
Are there sub-brands or products that should be included in the brand book?
Yes
No
Describe
Are there any words or phrases that should always or never be used?
Social Media Management (if applicable)
Platforms to manage
(select any two)
Instagram
Facebook
LinkedIn
X
Google Business Profile
Content priority
(rank top 3)
Education
Brand storytelling
Product awareness
Community building
Promotions (where allowed)
Are you open to providing monthly photos/videos if needed?
Yes
No
Approval process preference
Review everything before posting
Review only major campaigns
Trust CannDelta to post autonomously
Social Media Compliance & Risk Tolerance (Cannabis-Specific)
How would you describe your risk tolerance for cannabis marketing on social media?
Very conservative (strictly educational, low exposure)
Balanced (safe but engaging)
Moderately bold (some lifestyle content, still cautious)
Aggressive (push boundaries, accept higher risk of flags)
Are there any platform warnings, strikes, or previous account issues we should know about?
Yes
No
Describe
What do you prefer we prioritize?
Long-term account safety
Faster growth, even if it carries more risk
Email Marketing
Do you currently have an email list?
(Approx. size)
Email platform used
(if any)
Primary goal of email marketing
Education
Patient / customer retention
Promotions (where allowed)
Announcements / updates
Internal Communication & Expectations
Primary decision-maker for approvals
Preferred communication channel
Email
Slack
Other
Other (please specify)
Are there any key dates, launches, or deadlines we should plan around?
Anything else we should know to do this right the first time?
Submit
