Why Onboarding Deserves a Process
With reactivation and new-buyer activity rising through Q4, the first 30 days of a wholesale relationship often decide whether an account becomes a repeat customer. A defined onboarding process reduces errors, builds trust, and surfaces compliance questions early.
Core Steps
Collect the essentials up front. Gather licensing, tax documents, shipping details, and any state-specific requirements before the first order, so nothing stalls fulfillment.
Share documentation proactively. Provide COAs, product specifications, and compliance summaries at the start, consistent with the documentation practices discussed elsewhere in this publication.
Set expectations on terms. Confirm pricing tiers, payment terms, lead times, and return handling in writing.
Explain the December 11 plan. Tell new buyers how you are preparing for each scenario and how it affects supply and pricing.
Assign Ownership
Give every new account a named point of contact and a simple checklist so nothing depends on memory.
Follow Up on a Schedule
- A check-in after the first delivery
- A review of early order patterns at 30 days
- A conversation about forecasting and reorder timing at 60 days
Measure It
Track time to first order, time to second order, and early documentation requests. Trends show where onboarding slows down.
Low Gravity Hemp onboards new wholesale accounts with documentation ready on day one. Contact us to see how.
