03 - Engage | Context Stratagem Se

Prospective Winery, Distillery, Brewery partners:

We pride ourselves on being intentionally small and highly focused. By limiting the number of clients we work with at any given time, we ensure every partnerships receives our undivided care and expertise.

Let's start with an exploratory call!

If we are a good fit - we have a 3 step process for engaging in a partnership.

Discuss your goals and objectives, any known issues or problems and our methodology and process.

(45 min to hour - free)

Exploratory Call

- Technology stack review
- System and business processes audit
- DTC Sales and KPIs analysis
- Web and Social Metrics assessment
- Marketing Schedule review
- Brand identity and messaging evaluation

Includes interviews with DTC Managers, Marketing and Tech leaders (@30 min each)

1. Discovery & Analysis*

Scorecards:
- Technology stack and teams technology acumen
- DTC Sales and KPIs with Benchmarking
- Web and Social Metrics

Recommendations:
- Technology
- DTC
- Marketing
- Brand identify

2. Scorecards & Recommendations

Develop and implement overall Strategic plan together.

Target certain parts of business with project plans like: Branding and Identity update or Technology stack updates and integrations or Monthly Marketing calendar development, etc...

3. Strategic Planning

*Deposit for "Discovery, Analysis & Recommendations". Fee calculated on sliding scale; based on production size, price points and club size (if relevant). Range: $3k-$30K

- If choose to move forward after "Discovery, Analysis & Recommendations": 50% of the deposit fee will be applied to your first billing

- If choose not to move forward after "Discovery, Analysis & Recommendations": 25% of deposit will be returned

View Highlights of Case Studies

Lets setup a call to talk.

Prospective Association or Tourism Board

Next --> Case Studies

Mini Case Study:

California Central Coast Winery: 30,000 cases (completed)
- DTC Growth: 400% ecommerce, 20% Tasting Room, 15% Club; year over year growth.
- Website update: Grew all major website KPIs including doubling conversion to reservation rate, time spent, number of clicks with updated design and click path methodology.
- KPI and Goal Dashboard: Created an automated dashboard that centralized KPI's and Goals tracking for Management team.