How it works

A practical recovery system for revenue already sitting in your winery.

The Winery DTC Recovery Kit gives winery teams a focused, repeatable way to segment known customers, prepare reviewed follow-up, and keep recovery work moving without a consulting engagement or platform rebuild.

What customers buy

Working materials your team can put into use.

The product is a downloadable digital toolkit: templates, scripts, worksheets, checklists, SOPs, and implementation guidance for internal use by one winery team.

Downloadable implementation guidance

Customer segmentation workbook

Email, SMS, and call scripts

Offer and compliance checklists

Weekly rhythm, KPI tracking, and staff SOPs

Optional editable source files

Four steps

Use one reviewed recovery workflow at a time.

1

Choose the highest-value gap

Start with one practical recovery lane: lapsed buyers, dormant customers, cancelled members, or tasting-room follow-up.

2

Adapt the materials

Use the workbook, templates, scripts, and checklists inside the systems your team already uses, adapting the wording to your winery.

3

Run one focused recovery sequence

Review permission, suppression, offer details, and staff capacity, then run one clear sequence for one customer segment.

4

Track and repeat what works

Review replies, reorders, saves, opt-outs, objections, and workload, then carry the useful pattern into the next segment.

What it is not

The kit sits beside the tools you already use.

Keep customer records inside your winery's approved systems. The calculator uses aggregate planning inputs, and the product does not process or send customer data.

It is not a CRM.

It is not an email or SMS sending platform.

It is not an agency service.

It is not a managed campaign service.

It is not legal or financial advice.

It is not a customer-data processing application.

Practical-use notice

Recovery Systems Library provides practical templates, workflows, prompts, scripts, checklists, and planning examples only. It is not legal, compliance, privacy, tax, alcohol shipping, financial, SMS/carrier/platform, or alcohol marketing advice. Check applicable rules and qualified advice where needed, keep customer data inside approved systems, and review permission, suppression, opt-outs, offers, claims, and eligibility before outreach. Outcomes are not guaranteed.

How the Winery DTC Recovery Kit Works | Winery DTC Systems