Wine Club CRM & Automation

Independent tasting rooms lose more club revenue to operational gaps than to bad marketing. The member who visited twice and went quiet. The subscriber who never redeemed their benefits. The lapsed member who just needed one well-timed email to come back.

Your CRM knows these people exist. The problem is that no one is doing anything about it.

The real cost of a passive CRM

Most operators I work with have a CRM — or something close to one. They set it up, imported their contacts, and stopped there. The tool is running in the background, collecting data that nobody reads, sending monthly newsletters that nobody opens, and doing nothing about the members who are quietly walking away.

This isn’t a technology problem. It’s an operations problem. The CRM doesn’t manage itself.

What I actually do

Because I work the floor at a tasting room every week, I configure your CRM to model how a membership actually works in the real world: the first visit, the second purchase, the club tier decision, the seasonal lapse, and the win-back moment.

I build and automate the sequences that would otherwise require a staff member with a spreadsheet and too much time. Every month, you get a plain-language report showing what’s working, what’s not, and what I’m adjusting based on the data.

Who this is for

This service is built for operators with an active wine or spirits club — or who want to build one — who are currently doing most of their member communication manually, inconsistently, or not at all.

If you’re sending the same newsletter to every contact on your list, not tracking which members are lapsing, and have no automated follow-up after a first visit, this is the gap we fix first.

How it fits into a retainer

CRM & Automation is one component of a Fractional Digital Lead engagement — not a standalone project. The value compounds when the CRM is connected to your email flows, website behavior, and club data. I run all of it.