DTC Wine Case Studies


In response to industry requests, DTC Wine Workshops launched the DTC Wine Case Study Series in April, 2015. Winery teams need more concrete information about the return on investment (ROI) of direct to consumer wine sales strategies and technologies, conversion and retention programs as well as online marketing programs when making important business decisions. You asked for DTC Wine Case Studies and we delivered! Each case study features a technology partner and winery manager. To learn more about how DTC Wine Workshops helps wineries grow direct wine sales and retain loyal customers, contact: [email protected].


DTC Wine Case Study Series Episode #13 – “ROI of Virtual Winery Offerings March through June 2020”

July 16, 2020 – Sandra Hess, founder of DTC Wine Workshops and Consumer Engagement Specialist, moderated a discussion with three panelists representing small, mid and large-size wine brands across Northern California.

DTC Wine Case Study Series Episode #12 – “ROI of using Concierge Alliance Napa Sonoma (CANVAS) Membership Services for Expanding Brand Awareness to Professional Referrers featuring Charles Krug Winery”

October 2, 2018. In the twelfth episode of the DTC Wine Case Study Series, Sandra Hess, founder of DTC Wine Workshops interviewed Judd Wallenbrock, CEO of Charles Krug Winery and Colby Smith, founder of CANVAS to understand how wineries in Napa and Sonoma leverage a CANVAS membership to educate concierges in wine country and the greater Bay Area on wine center visitor options. The true ROI of annual CANVAS membership is uncovered in this informative interview.

DTC Wine Case Study Series Episode #11 – “ROI of using Benchmarking Software to Grow Direct Wine Sales featuring Talley Vineyards and Community Benchmark”

July 26, 2018. In the eleventh episode of the DTC Wine Case Study Series, Sandra Hess, founder of DTC Wine Workshops interviewed Alyssa Ball, DTC Manager at Talley Vineyards and John Keleher, the founder of Community Benchmark software to learn how the solution helps winery teams uncover opportunities by benchmarking key metrics against peer sets within a specific wine region. Learn how winery teams across California are leveraging benchmarking tools in this educational video case study.


DTC Wine Case Study Series Episode #10 – “ROI of using Telesales Services to Grow Direct Wine Sales featuring Cornerstone Vineyards and VinoPro”

July 11, 2018. In the tenth episode of the DTC Wine Case Study Series, Sandra Hess, founder of DTC Wine Workshops interviewed Sonyia Grabski, VP of Sales & Marketing at Cornerstone Cellars and Donnie Varner, Senior VP of Sales at VinoPro Telesales Services to uncover the true ROI of calling winery customers. How can a variety of wineries leverage telesales services to grow direct sales and also stay better connected? Find out in this educational video case study.


DTC Wine Case Study Series Episode #9 – “ROI of Outsourcing Shipping and Fulfillment Services featuring Miner Family Winery and Copper Peak Logistics”

May 22, 2018. In our ninth episode of the DTC Wine Case Study Series, Sandra Hess, founder of DTC Wine Workshops met with Laila Subaie, Director of DTC Operations at Miner Family Winery and Dave Dobrow, VP of Business Development and Marketing at Copper Peak Logistics to uncover the true ROI of outsourcing shipping and fulfillment services. How can a family winery grow direct sales and better support a national audience of brand loyalists? Find out in this informative case study.


DTC Wine Case Study Series Episode #8 – “ROI of Outsourcing Fulfillment Services featuring Zaca Mesa Winery and WineDirect”

April 6, 2017. In our eighth episode of the DTC Wine Case Study Series, Sandra Hess, founder of DTC Wine Workshops met with Kori DeVries, Direct to Consumer Manager, Zaca Mesa Winery and Jim Agger, Vice President of Business Development, WineDirect to understand how outsourcing fulfillment to WineDirect has increased direct wine sales and better served wine consumers. Kori explains how using “bi-coastal” fulfillment services has reduced turnaround times and is driving e-commerce sales.


DTC Wine Case Study Series Episode #7 – “ROI of using CellarPass Reservation Management Tools featuring Wente Vineyards”

March 2, 2016. In our seventh episode of the DTC Wine Case Study Series, Brendan Finley, VP of Hospitality at Wente Vineyards in Livermore met with Sandra Hess, founder of DTC Wine Workshops to share helpful tips, advice and the true ROI of using Cellar Pass Reservation Management Tools.


DTC Wine Case Study Series Episode #6 – “ROI of using Vin65 Mobile POS featuring Gloria Ferrer”

December 9, 2015. In our sixth episode of the “DTC Wine Sales Case Study Series,” Sandra Hess, founder of DTC Wine Workshops, met with Geraldine Ferrer, VP of Operations and Zach Elliott, Technical Systems Guru at Gloria Ferrer to understand the true ROI of using Vin65 Mobile POS. Geraldine and Zach share best practices for leveraging Mobile POS in combination with excellent customer service processes to grow direct wine sales and retain loyal customers. Geraldine reveals measures of true return on investment (ROI) as it relates to DTC revenue growth and customer service improvements.


DTC Wine Case Study Series Episode #5 – “ROI of using Social Strategy and VinTank to Grow Direct Wine Sales & Retain Loyal Customers featuring Gloria Ferrer”

November 3, 2015. In our fifth episode of the “DTC Wine Sales Case Study Series,” Sandra Hess, founder of DTC Wine Workshops, met with Craig Camp, Managing Partner at Cornerstone Wine Cellars and Brandon Farley, Community Manager at VinTank.  Craig and Brandon share best practices for leveraging the VinTank tool in combination with a strong social strategy to grow direct wine sales by reaching new audiences and also retaining loyal customers.  Craig reveals his measures of true return on investment (ROI) as it relates to revenue growth and customer retention.


DTC Case Study Series Episode #4 – “ROI of using ShipCompliant and In-House Shipping Strategies featuring Grgich Hills”

September 1, 2015. In our fourth episode of the “DTC Wine Sales Case Study Series,” Sandra Hess, founder of DTC Wine Workshops, met with Ernie Veniegas, Wine Club Manager Grgich Hills and Jeff Carroll, VP of Product Development ShipCompliant, to uncover the true return on investment (ROI) of using ShipCompliant in combination with exceptional customer service to sell wine direct to consumer.


DTC Case Study Series Episode #3 – “ROI of using WineDirect Outbound Services for Call Campaigns featuring Duckhorn Vineyards″

July 9, 2015. In our third of the “DTC Wine Sales Case Study Series,” Sandra Hess met with David Crum, Loyalty Marketing Manager at Duckhorn Vineyards, and Terry Hegarty, General Manager at WineDirect Outbound, to uncover the true return on investment (ROI) of contacting customers by phone in between visits. One key take-away from this informative case study: […]


DTC Case Study Series Episode #2 – “ROI of using Responsive E-Commerce Website Design featuring Silver Trident Wines, Part Two″

June 30, 2015. As wineries are realizing the clear advantages of selling direct to consumer, now is the time to ensure that winery websites are e-commerce ready, mobile optimized and responsive to be viewed properly from any device (desktop, tablet or smartphone). John Gavin, on of our DTC Network Consultants, is a winery e-commerce design specialist. In the […]


DTC Case Study Series Episode #2 – “ROI of using Responsive E-Commerce Website Design, featuring Silver Trident Wines, Part One″

May 22, 2015. As wineries are realizing the clear advantages of selling direct to consumer, now is the time to ensure that winery websites are e-commerce ready, mobile optimized and responsive to be viewed properly from any device (desktop, tablet or smartphone). John Gavin, on of our DTC Network Consultants, is a winery e-commerce design specialist. In the […]


DTC Case Study Series Episode #1: “ROI us using Vin65 Mobile POS featuring William Chris Vineyards”

April 20, 2015. Our first case study features the topic of Mobile POS, as exemplified in the way that William Chris Vineyards in Hye, Texas, implemented it to better serve their customers and augment their direct to consumer sales.