Episode 5

Episode #5 Inside the Toke Agency: Strategies, Systems, and Success in Cannabis Marketing

In this episode, Lisa and Meghan delve into the innovative systems and processes they use to drive marketing and branding for their businesses. They offer insights into tools, workflow strategies, and the balance between automation and personalization. Lisa also shares her journey in the cannabis industry through her company, the Toke Agency.

Key Highlights:

1. Marketing Strategies & Systems:

- Lisa's company implements marketing strategies for clients, utilizing Engage Bay for marketing automation.

- WordPress for the website and Engage Bay for scheduling calls and newsletters.

- Monday.com is crucial for internal processes and Client Relationship Management (CRM), perfect for their boutique team.

2. Workflow and Automation:

- Detailed workflow from initial conversation, pitch deck creation, client review, to follow-up calls.

- Automated newsletter creation and scheduling through Engage Bay, sent twice a week.

3. Balancing Beliefs & Business:

- Importance of respecting individual beliefs without the need for arguments.

- Emphasis on each business's uniqueness and finding personalized growth strategies.

4. Entrepreneurial Flexibility:

- Meghan discusses her unconventional work schedule and the flexibility it brings.

5. Technology & Automation:

- Use of technology and automation to handle operations efficiently, freeing up more time for crucial tasks.

- Monday.com for internal communication and transparency.

- Slack and Airtable for project management.

- Loom and Loom AI for documenting Standard Operating Procedures (SOPs).

6. The Toke Agency’s Evolution:

- Transition from general marketing to specializing in cannabis marketing.

- Growth and passion for the cannabis industry.

7. Balancing Work & Life:

- Discussion on work-life balance as entrepreneurs, highlighting the blend of life and work.

- Personal beliefs and experiences shaping individual business practices.

8. Personalized Engagement:

- Lisa's approach to managing client engagement personally, to maintain a personalized touch.

9. LinkedIn Presence & Branding:

- Lisa's active presence on LinkedIn and her fun, light branding for the Toke Agency.

- The Toke Agency as a model for working with other brands, emphasizing the importance of self-demo.

Contact Lisa:

- Toke Agency

- Lisa’s LinkedIn

Links & Resources:

- Engage Bay:

- WordPress:

- Monday.com:

- Slack

- Airtable

- Loom

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About the Podcast

Show artwork for The Queen of Automation
The Queen of Automation
Technology is only good when it works.

About your hosts

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Meghan Donnelly

She’s the owner and founder of The Digital Unicorns, a small digital operations agency that helps multi-6-figure businesses streamline and optimize their digital experience with automated systems and tools. She’s also the brains and the chaos behind The Queen of Automation. Meghan has over 15 years in the digital operations industry, with a ton of experience and geeky expertise to share. As a business owner with ADHD, automation changed her life, and she loves sharing techy tips and tricks with other entrepreneurs.
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Kristen Strickler

Kristen is the head of storytelling and a copy ninja who works behind the scenes at The Digital Unicorns and The Queen of Automation. She helps tame the chaos and bring Meghan’s story to life. She loves learning new tech tips and tricks from Meghan and then writing about them so others can learn, too. When she’s not writing, she’s chasing her two toddlers around.
Profile picture for Andrea Salazar

Andrea Salazar

Meet Andrea, our Social & Customer Engagement Ninja. She handles all our social and community management, collaborating with other brands to help boost our brand’s online presence. Her goal is to make our customers happy through smart communication and engagement strategies. When not at work, you’ll find her enjoying life as a mom of two, juggling career wins with family fun.