Our Services

  • Long-range plan (LRP) development

  • Budgets and forecasting

  • Omnichannel marketing and sales integration

  • Cross-functional team alignment

DTC Strategic Development

  • Guest experience design

  • Membership & loyalty strategy

  • Outbound sales

  • Integration across all consumer touchpoints

Program Development

  • CRM implementation and optimization

  • Journey mapping within CRM 

  • Targeted outreach strategy

  • Data evaluation and campaign performance analysis

CRM Strategy & Tools

  • Short & long term leadership coverage

  • Strategic support during transitions

  • Management onboarding & training

  • Recruitment assistance

Fractional Leadership

  • Pre-shipment set-up and communications

  • Shipment processing

  • Post-shipment reporting and insights

  • SOP manual development

Wine Club & Allocation Services

  • Team structure and talent assessment

  • 1:1 coaching for management and emerging leaders

  • Incentive plan design tied to KPIs

  • KPI development and performance tracking

DTC Talent &
Organizational Best Practices

  • Wine sales, club conversion, data capture training

  • Best-in-class guest experience coaching

  • DTC best practices and systems training 

  • KPI literacy and reporting tools education

Hospitality Team Training & Development

  • Customer journey development 

  • Annual digital marketing and sales calendar 

  • Multi-channel campaign strategy

  • Content and promotion planning

Integrated Consumer Marketing Strategy

  • Email and SMS campaign design and deployment

  • Customer segmentation and personalization

  • Automation of consumer lifecycles

  • Performance tracking, testing, and optimization

Digital Marketing Support

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