Field Notes

Field notes from the operating team.

Playbooks and analysis from the team that ran 15,000+ in-store demos and collected 1.6M field observations. Not agency theory — what actually moves the number.

Published

What we’ve learned in-market.

Each piece is drawn from real retail operations — not agency theory. Start with sell-through if you’re new here; it’s the number everything else moves.

System

Sell-through isn’t luck. It’s a system.

Your product can be the best in the category and still die on the shelf. Sell-through is won in three places — the budtender conversation, the retail shelf, and search — and Rishi runs all three as one system.

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Field

Win the counter. The budtender is the last voice before the purchase.

The budtender is the highest-trust source in the dispensary. A real advocacy program trains the last voice your customer hears — and keeps a network of vetted ambassadors on the floor.

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Retail

Win the shelf. Menu position is where velocity is won or lost.

A decade of dispensary relationships across three states, put to work: the right doors, better menu position, retail-media placement that pays back, and sell-through tracked door by door.

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Proof

If it isn’t measured, it didn’t happen.

1.6 million field observations of how cannabis and hemp actually sell. Door-level velocity data is the moat no agency can fake — and the difference between a pitch deck and an operating record.

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Search & DTC

Win the intent. Be there when the buyer searches.

Local SEO, authority content, and reviews for cannabis retail; full e-commerce, lifecycle email, and SMS for hemp brands that sell direct. The always-on engine the ad platforms can’t take away.

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Cost

The hidden cost of enterprise field activation software.

A 15% annual auto-renewal escalator buried in the terms. Custom pricing you cannot audit. A live training session before login. What enterprise field activation actually costs — and the free, cannabis-native alternative.

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Fit

Cannabis field ops don’t need a CPG platform.

Horizontal platforms were built for CPG and alcohol. Cannabis was bolted on as a reporting template — and four daily workflows (dispensary scheduling, multi-state compliance, kit logistics, budtender education) fall through the gap.

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Onboarding

From spreadsheets to software: the 5-minute field activation setup.

No sales call, no training session, no download. A PWA that runs in the browser. Five steps, five minutes, from spreadsheets to a working cannabis field operation — with how long each step actually takes.

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Checklist

What cannabis brands actually need in field activation software.

A seven-point checklist — dispensary scheduling, multi-state compliance, kit management, budtender education, real-time proof of work, in-app expenses, free onramp — with what Rishi Lite does vs. what horizontal CPG platforms miss.

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Internalization

The agency-internalization playbook for cannabis brands.

Brands are bringing field ops in-house. Five phases to internalize without inheriting the enterprise traps — 15% escalators, training gates, CPG templates — and why Rishi Lite is the internalization tool.

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Comparison

Enterprise field activation vs. Rishi Lite.

A direct, category-by-category comparison: custom opaque pricing vs. free and transparent, 15% escalator vs. none, training required vs. 5-minute self-serve, CPG template vs. cannabis-native. Take it to finance.

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Comparison

Cannabis CRM software, and the gap at the door.

Cannabis CRMs own accounts, pipeline and orders. They do not own the proof that an activation happened. What Outfield, Hoodie CRM, Sparrowhawk and Knockwell cover, where a CRM wins, and the $99/mo activation layer beside it.

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Coming soon

In the queue.

Notes we’re writing from the field right now. Want early access?Tell us what you’re working on.

Coming soon

The 90-day pilot playbook

How to design a pilot that proves the number before you scale a dollar.

Coming soon

Budtender incentive structures that work

What actually motivates retail staff to recommend your product — from the team that ran 15,000+ demos.

Coming soon

Reading a dispensary menu like a P&L

Where your SKU sits is where your velocity lives. How to audit menu position and fix it.

Coming soon

The field operations stack

Scheduling, GPS check-in, proof-of-work, and reporting — the infrastructure that makes scale possible.

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Reading is good. Doing is better. We baseline your business door by door — and you get the findings whether you hire us or not.

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Tell us who you are and we'll come back with door-level findings on your brand — velocity, visibility, and where the quick wins are. Not a pitch deck.

No newsletters. No spam. A real conversation about your number.