A Wide Range of Marketing Solutions

You will gain significant increases in your direct to consumer sales and profits.  Working alone or with your in-house team, we develop custom solutions to address your individual needs, focusing on customer loyalty as a key goal.  Solutions range from strategic analysis and planning, to design and copywriting, to ongoing hands-on implementation of tactics.

We address all direct to consumer sales channels– tasting room, wine club, website, email campaigns, telesales, social media- and improve your sales and profitability through implementation of thoughtful initiatives.  We provide analysis of third party providers where needed, as well as project management.  Length of engagement can be for a single project or an ongoing relationship.

Data, Metrics & Reporting

  • Dashboard of top line statistics of direct to consumer sales by channel
  • Recency-frequency-monetary value (RFM) analysis
  • Monthly assessment of accomplishments and progress towards goals

Wine Club

  • Increase club sales, grow club membership, reduce club attrition
  • Analysis of club program and benefit tiers
  • List segmentation via RFM (Recency-Frequency-Monetary) analysis for CRM
  • Club member acquisition and retention programs
  • Collateral review and recommendations

Email Marketing

  • Annual communications calendar
  • Campaign design, testing and execution
  • Email newsletters, targeted email offers
  • Performance analysis


  • Content review and recommendations
  • Merchandising review and recommendations
  • Statistics analysis and recommendations

Tasting Room

  • Mystery shopping
  • Effective merchandising
  • Signage, collateral review and recommendations
  • Staff training

Other Services

  • Source designers for websites and collateral
  • Training manual development
  • Corporate meeting facilitator
  • Professional public speaker at the Direct to Consumer Symposiums, Tasting Room Profitability Conferences, DNA Marketecture Conference, Sonoma County Vintners