Case Study Highlights
Because relatively new firm, many of Case Studies are in-progress.
1
California Central Coast Winery: 30,000 cases (completed)
- Ecommerce: Reallocated more wines to member only and increased library inventory access to more clubs; implemented a number of highly segmented and targeted member driven email campaigns: achieved 400% growth in ecommerce sales; year over year.
- Website and Branding: Launched a new site highlighting environmental practices and charitable land/wildlife conservation work. 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 DTC & distribution sales, Website & Social media and email campaign metrics for Management team
2
Ohio Distillery: 5,000 cases (in progress)
- Tasting program: Created a food/sensory tasting program, to attract new tasters and re-engage existing customers. 20% increase in tastings in one quarter.
- Paid Digital campaigns: Ran number of highly locally targeted campaigns; most successful were a Tastings promotion 9.7% ctr and New Club Member program 7.1% ctr that helped drive traffic to Tasting Room.
- Club program: Existing 300+ members program with discounts at Tasting Room. Converted 100 members to 3X year two bottles (pickup) with ecommerce discounts in one quarter.
- Implemented training program that emphasized not only hospitality but also 'how to sell' techniques which led to 20% growth in AOV and 10% increase in membership conversion rate.
3
Washington State Winery: 3,000 cases (in progress)
- Branding: Outdoor lifestyle; rebranded products & tasting experiences after local natural landmarks, hosting events that include outdoor activities (hike/bike/whitewater...), Team members review local outdoor activities. Partnering with local outdoor charitable organizations for events and fundraising.
- Partnerships & Giving Back: Membership & SKU partners program; % goes to charitable 'outdoor' organization.
- Technology plan: Comprehensive strategy to modernize wineries technology stack and teams technology acumen including: Generative AI training, POS change, 3rd party reporting tools, SMS/Chat rollout, Email best practices training for the small team.
4
Ohio Brewery: 7,000 cases (in progress)
- Production schedule and branding: Helped move from an a fairly 'ad hoc' production schedule to coordinated 'Core Beers' production schedule and established seasonal limited editions.
- Repackaging and branding: Kept core beer brandings and packaging but took opportunity to rebrand and repackage the Limited seasonal beers in bottles. This helped company enter new shelf locations in retail locations while expanding brand identity and distribution sales.
- Club program and Events: Created micro local 2x year pickup club that includes 'tent pole' pickup events for members and non-members. If successful, look to expand to quarterly.