How It Works

Who Keeps Your Digital Systems Running?

If your website, CRM, email, payments, and member data are disconnected, a dedicated digital operations partner runs them as one system so more first-time guests become repeat revenue — without the overhead of a full-time hire.

The revenue leak this role fixes

You run a tasting room. The wine is good. But the digital side — website, email list, member data, payments — is patched together with spreadsheets and whatever your most tech-comfortable employee can fix between pours.

You can feel the missed revenue in abandoned carts, lapsed members, and email lists that never get used. A full-time digital director is too much overhead, and most agency proposals read like they were written for someone else's business.

That gap — between knowing you need digital help and being able to justify the cost — is exactly where a dedicated digital operations partner fits.

What this model actually is

It's outsourced ownership of your digital operation. One person, embedded part-time, who runs your website, CRM, email, payments, and member platform — the same way a full-time hire would, without the overhead.

What makes this different from a freelancer or an agency: I'm accountable for outcomes, not deliverables. I'm in your systems week-to-week, not handing off a report and disappearing. The systems keep running because someone is watching them — and that someone is me.

Analytics dashboard on a laptop alongside wine glasses — the intersection of digital operations and hospitality

What I actually do, day-to-day

The scope varies by engagement, but the core responsibilities tend to include:

Website operations

Content updates, conversion optimization, seasonal refreshes — managed as a revenue tool, not a brochure. Information guests find online matches what they find at the door.

CRM and member data

Clean member records and audience segmentation — so you can message "gold tier members in Ohio who haven't visited in 60 days" without exporting a CSV.

Email and SMS automation

Welcome sequences, renewal reminders, winback campaigns, and event announcements — lifecycle flows that run without anyone remembering to hit send.

Payments and billing

Reliable subscription billing, failed payment recovery, and a checkout experience that doesn't lose customers at the last step.

Analytics and reporting

Monthly reports in plain language, tied to revenue — not vanity metrics. Which campaigns drove signups. Which channels brought traffic. Where people drop off.

Platform and integrations

Connecting your POS, email tool, payment processor, and member portal so data flows cleanly. When systems don't talk to each other, someone has to make them. That's this role.

WineStation dispensers and wine racks at a tasting room — the physical infrastructure your digital operations support

The tasting room environment these systems are built around. The technology needs to work for the counter, not around it.

Strategy

Weekly check-ins. Quarterly roadmap reviews. Ongoing assessment of what to prioritize based on what the data says and what the business needs.

This isn't advisory work — I operate your systems, accountable for outcomes, not deliverables.

Clients usually come to me when:

You don't hire this role because the org chart says so. You hire it when the same digital breakdowns keep costing you time and repeat revenue.

The website technically works, but conversions are flat and nobody owns improvement.

Event pages and seasonal offers keep getting rebuilt from scratch.

Your email list exists, but it is not driving return visits or club renewals.

Social activity is happening, but it is disconnected from what staff can execute on the floor.

Club members are growing, but follow-up is manual and inconsistent.

Signs your digital systems need dedicated ownership

A few patterns that tend to surface:

None of these problems are hard to solve individually. The challenge is that they're all connected — solving them requires someone who sees the whole system.

Digital operations partner vs. full-time hire vs. agency

These three options each have real tradeoffs.

Full-Time Hire

Cost
$90K–$140K+ fully loaded
Hospitality expertise
Depends on the hire
Ownership
Dedicated, but knowledge leaves when they do
Access
40 hrs/week
Flexibility
Salary commitment, management overhead

Marketing Agency

Cost
12-month retainers, per-project fees
Hospitality expertise
Rarely — same playbook for every industry
Ownership
Delivers projects and reports, not outcomes
Access
Submit a ticket, talk to an account manager
Flexibility
Locked into contract terms

Digital Operations Partner

Cost
Fraction of full-time cost, month-to-month
Hospitality expertise
Built-in — works across hospitality clients
Ownership
Embedded operator accountable for results
Access
Direct access, defined weekly cadence
Flexibility
Scale up or down, no long-term contract

The tradeoff is time. A digital operations partner isn't in your business forty hours a week — enough to own the systems and move the needle, not enough to sit in every staff meeting. For most independent operators, that's the right balance.

How an engagement typically works

1

DTC audit

A fixed-scope review of your website, email, CRM, payments, and member data. You get a written report with specific findings and a prioritized 90-day roadmap — before either side commits to an ongoing relationship.

2

90-day pilot

Execution against the roadmap. Quick wins first — fixing broken email flows, cleaning up member data, closing checkout gaps — then building toward systems that generate recurring value. Clear KPIs from day one.

3

Ongoing retainer

Month-to-month execution. Weekly tactical check-ins. Monthly reporting. Quarterly strategy reviews. You stay because the work is producing measurable results, not because of a contract.

The model is designed to be low-risk. The audit phase lets you evaluate the fit before committing. The retainer is month-to-month because the work should speak for itself.

“Love the detail - THANKYOU for taking the time to run an analysis! You’re never allowed to leave!”

Jennifer Kuo, Owner, Uncorked Wine Tastings

15% Repeat visitor increase
Read the Uncorked Wine Club case study
Tasting room counter — bottles, wine glasses, and a printed tasting guide with notes

The counter reality: paper notes, pens, wine glasses. Digital systems need to support this environment — not compete with it.

Why this matters for hospitality specifically

Most digital marketing advice is written for e-commerce or B2B SaaS. It assumes a marketing team, a dev team, and a quarterly budget for experiments. That's not how a tasting room works.

An operator who works in hospitality builds systems that support the experience rather than competing with it. The best technology in a tasting room is invisible — it just works, and the staff has what they need at the counter without fumbling through a spreadsheet. That context separates this from a generic digital consultant running the same playbook for every industry.

Frequently asked questions

How many hours per week does this engagement involve?
It depends on the scope, but most engagements run between 8 and 20 hours per week. Enough to own the systems and make meaningful progress. Not enough to sit in every meeting.
Is this the same as hiring a CMO?
Related but different. A CMO typically focuses on marketing strategy — brand positioning, campaign planning, and channel strategy. A digital operations partner is more operational. They manage the actual systems: the website, the CRM, the email platform, the member portal, the payment infrastructure. Strategy is part of the role, but so is the hands-on execution.
Do I need to already have a wine club or membership program?
No. If you're considering launching one, the audit and roadmap phase is designed to evaluate whether it makes sense for your business and what the right structure looks like. The program can be built from scratch.
What tools and platforms do you work with?
The stack varies by client. Common tools include Hugo or WordPress for websites, Mailchimp or Klaviyo for email, Stripe for payments, and custom-built platforms where off-the-shelf solutions fall short. The goal is always the simplest tool that solves the problem — not the one with the best demo.
How is this different from hiring a freelancer?
A freelancer typically takes on defined tasks — build this page, set up this campaign, fix this integration. A digital operations partner owns the entire digital operation on an ongoing basis. They're accountable for outcomes over time, not individual deliverables.
What does the first month look like?
It starts with the DTC audit: gaining access to your systems, reviewing what you have, and identifying the gaps. Within 30 days you'll have a written report with prioritized recommendations and a clear roadmap for the next 90 days.

Start with the checkup

Get a fast diagnostic first. You will know where your digital operation is leaking revenue before we talk scope.

Get the Free Checkup

Want to talk it through?

If you already know the issues, book a call and we will walk through your stack and priorities together.

Book a Discovery Call

My Pub Marketing provides outsourced digital operations for independent tasting rooms, wine bars, and distilleries.

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