Introducing the “DTC Wine Case Study Series”

DTC Wine Workshops case study

Greetings! I have the pleasure of serving a variety of winery owners and managers throughout the nation. I have frequent discussions with winery staff at onsite workshops and industry events, to identify their training needs for growing direct to consumer (DTC) wine sales. There is one common thread in most of my conversations—the need for DTC WINE CASE STUDIES to make more informed decisions.

As an industry specialist and speaker on DTC Wine Sales in the United States, I constantly review industry reports from The Wine Institute, Silicon Valley Bank on Wine, Wines & Vines, Ship Compliant, Vin65 and WineDirect. I also meet with the DTC Consultant Network, a group of wine industry specialists, for a roundtable discussion every month to learn about their projects and client success stories. I cross-reference up-to-date data against transactional data from wineries throughout the country to ensure that I have a clear picture on what’s working and what’s not when it comes to DTC wine sales. To effectively execute strategic plans, we must first learn from our history and also examine the expected outcomes from implementing new technologies and processes (return on investment or ROI).

Today, I introduce the DTC Wine Case Study Series with the launch of our first video case study on the ROI of using Mobile POS at the tasting room. I interviewed Chris Brundrett, winemaker and co-owner of William Chris Vineyards, as well as Brent Johnson and Karson Enns of Vin65, to gain insights on what it takes to make a move from traditional point of sale (POS) systems at cash registers to Mobile POS, using iPads. Chris shared the customer benefits and ROI experienced over the past six months in the tasting room and wine club as a result of implementing Vin65 Mobile POS to support customers, loyal club members and staff. Brent and Karson shared best practices for using Mobile POS to grow direct sales and provide exceptional customer support. To learn more, WATCH VIDEO.

The DTC Wine Case Study Series will release the third week of each month with our newsletter. Questions about the Mobile POS Case Study? Contact us at: [email protected] or call (707) 681-5120.


Sandra Hess

About Sandra Beals

Sandra Beals, founder of DTC Wine Workshops and the DTC Consultant Network, is a subject matter specialist and public speaker on the topics of direct to consumer wine sales and consumer engagement strategies.