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POS + SMS Automation Checklist
The Revenue Systems Most Dispensaries Are Missing
Most dispensaries are sitting on customer data…
But they're not using it properly.
Your POS tracks behavior.
Your SMS platform can drive repeat visits.
But without automation?
It's just random promotions.
This checklist shows you what should already be automated inside your store.
The 3 Areas We Review
1. First-Time Buyer Automation
Welcome SMS within 24 hours
Offer for 2nd visit within 7 days
Loyalty enrollment trigger
Education sequence for new customers
2. Repeat Visit Optimization
Tier-based loyalty triggers
Spend milestone rewards
Product-category follow-ups
Frequency-based incentives
3. Win-Back System
30-day inactive SMS
60-day stronger incentive
90-day "last chance" offer
Segmented reactivation (high spend vs low spend)
The Reality
If even 3–5 of these are missing…
You're leaking predictable revenue.
Most dispensaries run:
- • Random blasts
- • Discount-heavy promos
- • No behavioral segmentation
Automation fixes that.
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