GETTING STARTED

Sometimes you need high level DTC expertise for a few days per month.  Sometimes you need extra help to identify opportunities, drive a new initiative, or take on a project.  Sometimes you just need a few hours of consulting.  With that I mind, I offer options for a monthly retainer, a project fee, or à la carte hourly rate. Let's talk and get you a quote!

Dashboard Metrics and Data Analysis

Create a dashboard with key performance indicator metrics for tasting room, wine club and online activity for the past 18-24 months.  The focus is on conversions to purchase, email list, and club, as well as average order value.  The dashboard will identify areas of strength and opportunity, and will allow us to set sales and conversion goals and monitor monthly progress.

Wine Club Assessment, Club Tenure and Attrition Analysis

Review the current club program, collateral, benefits and sales, to determine how to increase club member sales.   Analyze tenure and attrition data to determine how to improve club member retention and increase tenure.

Customer Segmentation and Database Analysis

Analyze the database for key demographics on current buyers and club members to identify sales and tenure opportunities.

Email Assessmeent and Communications Strategy

Review and analyze email history and statisticsto identify strengths and weaknesses. Develop a communications strategy and calendar with timelines for email communications for both mailing list and wine club members.  Segment list to identify customer preferences for targeting.  Write monthly emails.

Staff Training

Provide on-site training and coaching for tasting room staff to increase visitor engagement, sales, and conversion to wine club and email list.  Coach wine club staff to further develop core competency and potential.

Website Enhancements

Provide qualitative and quantitative analysis to identify strengths, weaknesses and opportunities.  Review site for content, links, functionality; review Google Analytics statistics to identify opportunities.  Provide suggested copy edits, functional improvements and navigation changes based on best practices that will increase visits, engagement and sales.