Field Notes · Onboarding

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

Enterprise field activation software starts with a sales call, a training session, and a contract. Rishi Lite starts in your browser. No download, no training, no credit card. Here is the five-minute path from spreadsheets to a working field operation.

The setup

Five steps. Five minutes. No training.

The whole path from spreadsheets to a working field operation, in order, with how long each step actually takes. No call with a solutions engineer. No kickoff. No “we'll get back to you in two business days.”

01

30 seconds

Open it in the browser

Rishi Lite is a PWA — progressive web app. You do not download it from an app store. You open a URL, sign in, and it runs. iOS, Android, desktop, anything with a browser. No MDM, no IT ticket, no provisioning profile. The barrier between you and your field operation is one link.

02

60 seconds

Add your agents

Free up to 5 agents. Type a name, add a phone number, send the invite. Your field team gets a text with a link, opens it on their phone, and is in the app. No training session, no onboarding call, no 40-page manual. The interface is the manual.

03

90 seconds

Schedule the first demo

Pick a door, pick an agent, pick a shift. The calendar is drag-and-drop and built for dispensary activations — not generic store calls. Assign coverage by account, by region, by day. Budtender windows live in the schedule, not in a side spreadsheet.

04

60 seconds

Agent checks in at the door

GPS check-in happens on the agent's phone when they arrive. Time-stamped, door-tagged, location-verified. No self-reported spreadsheets, no “trust me I was there.” Proof-of-work photos attach to the check-in: shelf placement, demo setup, display condition.

05

30 seconds

Approve the expense

Agents submit expenses in the app — receipts, amounts, category. Managers approve or reject with one tap. No shoebox of receipts at the end of the month. The activation is logged, the proof is attached, the expense is approved. The operation is now in software.

Why it is fast

Enterprise onboarding vs. five minutes.

The reason Rishi Lite is fast is not that it is a better demo. It is that the enterprise steps do not exist. No sales gate, no training gate, no contract gate, no IT gate. The path from “I want this” to “my team is activated” is one browser tab.

Enterprise field activation

  • Sales call to get a quote
  • Live training session before login
  • Custom contract with 15% escalator
  • IT-managed deployment
  • Days to weeks before first activation

Rishi Lite

  • Open a URL
  • No training — the interface is the manual
  • Free up to 5 agents, no escalator
  • Runs in any browser, no download
  • Five minutes to first activation

Not a demo app

The five-minute setup runs the same stack as 15,000+ real demos.

Rishi Lite is not a marketing site with a form behind it. It is the same operating stack that ran15,000+ in-store demosand collected1.6M field observationsfor 100+ cannabis and hemp brands. When you outgrow the free tier, the upgrade to Pro or Full is in place — same data, same workflows, no migration project.

Start in five minutes

Open the link. Add your agents. Run your first activation today. Free up to 5 agents — no training, no escalator, no sales call.

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