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Services

Sales & Marketing Strategic Mentoring

We evaluate the current state of your brand, goals, sales and marketing team, tools and software, business plan, and budget to help you create a plan to optimize your sales. Our comprehensive sales and marketing strategic coaching looks at the uniqueness of your winery and helps you make decisions to increase brand awareness and sales, retain staff, and reduce sales costs.

Brokering & Distribution Coaching

A comprehensive sales strategy today needs to consider more than just DTC sales. Expanding your brand to retail and restaurants within California will increase your brand awareness and position you to increase your DTC sales. As wine brokers, we have connections to get your wines into the retail and restaurant markets and we will coach you through working with national distributors. 

DTC Sales & Team Coaching

We will guide you and your staff toward creating tasting programs that attract new and repeat customers and teach you how to optimize your direct-to-consumer sales. We will coach your tasting and wine club staff to provide experiences that will highlight your brand, increase sales and boost gratuity, thus helping you to retain staff.

Sales & Marketing Strategic Mentoring

Your winery is unique. We know this. We work with you to evaluate the current state of your wine business and help you determine goals for the future so that we can create an action plan for success.

Whether you need guidance on your wine business as a whole or need strategic mentoring to improve specific areas of your business, we can help your brand be what you want it to be.

 

Comprehensive Strategy Planning

We evaluate the current state of your brand, goals, sales and marketing team, tools and software, business plan, and budget to help you create a plan to optimize your sales. Our comprehensive sales and marketing strategic mentoring looks at the uniqueness of your winery and helps you make decisions to increase brand awareness and sales, retain staff, and reduce sales costs.

 

Specific Area Focus

If your business is doing well in some areas but needs help in others, we offer a focused mentoring approach. We can coach you toward greater success in:

  • Branding

  • Marketing and Communications

  • Sales Strategy

  • DTC Programs and Wine Club

  • Tools and Systems

  • Staffing and Training

General Management
Brokering

Brokering & Distribution

Your winery is unique. We know this. We work with you to evaluate the current state of your wine business and help you determine goals for the future so that we can create an action plan for success.

Whether you need guidance on your wine business as a whole or need strategic mentoring to improve specific areas of your business, we can help your brand be what you want it to be.

 

Comprehensive Strategy Planning

We evaluate the current state of your brand, goals, sales and marketing team, tools and software, business plan, and budget to help you create a plan to optimize your sales. Our comprehensive sales and marketing strategic mentoring looks at the uniqueness of your winery and helps you make decisions to increase brand awareness and sales, retain staff, and reduce sales costs.

 

Specific Area Focus

If your business is doing well in some areas but needs help in others, we offer a focused mentoring approach. We can coach you toward greater success in:

  • Branding

  • Marketing and Communications

  • Sales Strategy

  • DTC Programs and Wine Club

  • Tools and Systems

  • Staffing and Training

DTC Sales Programs & Staff Coaching

Our newest target market for DTC sales through visitor tastings and wine clubs/subscriptions are millennials. Research shows that they want an experience more than just a product. Gen X and Baby Boomers are still our biggest buyers, so you need to appeal to them while also positioning your winery to attract millennials.

We help wineries evaluate their DTC sales programs and staffing models to determine what is working and what areas can be improved.

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Tasting Programs

Tasting and club/subscription programs should be tailored to meet your goals and needs. What works for one winery might not work for you. Our coaching services will guide you and your staff toward creating tasting programs that attract new and repeat customers and teach you how to optimize your direct-to-consumer sales.

 

Staffing and Training

Finding and hiring qualified staff has been a challenge throughout wine country for a number of years. We work with you to evaluate your staffing model and create an action plan that will attract and retain high-quality staff.

 

We also offer coaching on creating a new staff and ongoing training plan to ensure you can deliver on experiences that will highlight your brand, increase sales and boost gratuity, thus helping you to retain staff.

DTC
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