Exploring Services

St Vitus Cathedral Gate showing days in the life of typical work

Photo by Jeremy Wieland

What We Offer

Tier 1 Retention Foundations

The grape bunch is a symbol of the foundations of wine 
Included

20-Minute Discovery Survey

Initial Consultation

Brainstorming Session

One Feedback Round

Actionable Recommendations

Lifecycle Audit

Current-State Assessment

Collaborative Planning Workshop

Core Retention Flow Blueprint

Early Churn Indicator Assessment

Final Roadmap

30-Day Post-Project Support

Tier 2 Lifecycle Optimization

Wine cask is the stage wine goes through before going into the bottle 
Included

Everything in Tier 1

Multiple Feedback Rounds

Segmentation Strategy

Cohort Strategy

Churn Reduction Program Design

Lifecycle Flow Development

Email/SMS Journey Architecture

KPI Dashboard Design

Testing Framework

ROI Measurement Model

60 Days Support

Tier 3 Direct to Consumer Performance Management

The wine bottle is the final step in aging as well as a symbol of wine maturity 
Included

Everything in Tier 2

Executive Strategy Sessions

Forecaste Modeling

Revenue Scenario Planning

Inventory & Retention Alignment

Quarterly Business Reviews

Leadership Dashboard

Annual Retention Benchmark Comparison

Executive Presentations

Six Months Advisory Support

Additional Services

Wine glass is where the enjoyment of a successful program exists 
Includes

Holiday Gift Program Strategy

  • Member Holiday Campaigns

  • Gift Acquisition

  • Packaging Recommendations

  • Fulfillment Timing

  • Revenue Projections

Executive Consultation

Hourly or half-day advisory

  • Wine Club Growth

  • Retention

  • Marketing Planning

Retention Diagnostic Assessment

  • 20-35 page report

  • Benchmark score

  • Revenue Opportunities

  • Prioritized Roadmap

Executive Retention Review

Quarterly advisory meeting includes:

  • KPI review

  • Benchmark comparison

  • Strategic recommendations

Journey Mapping Workshop

One-day facilitated workshop

Map:

  • Member joins >

  • 1st shipment >

  • 2nd shipment >

  • Conversion >

  • Subsequent shipments >

  • Renewal >

  • VIP >

  • At Risk>

  • Recovery >

Onboarding Optimization

  • Steps for first 90 days

Additional consulting as needed

Opportunity for annual retainer

Get In Touch

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 24 working hours.