Terms and Conditions

DTC Wine Symposium
January 17, 2024
Concord, California

Unified Wine & Grape Symposium
January 24-25, 2024
Sacramento, California

Texas Hill Country Wine Symposium
February 6-7, 2024
Horseshow Bay, Texas

WineVit
February 6-7, 2024
Kennewick, Washington

NCWA Annual Conference
February 9-10, 2024
Winston-Salem, North Carolina

Oregon Wine Symposium
February 13-14, 2024
Portland, Oregon

TWWGG Conference
February 22-23-24, 2024
Denton, Texas

Eastern Winery Expo
March 13-14, 2024
Syracuse, New York

WiVi
March 27, 2024
Paso Robles, California

Join us and learn how Harvest Hosts promotes your winery and brings customers to your location. Harvest Hosts guests find your winery in the Harvest Hosts app and park at your location for overnight stays. They enjoy the hospitality of your tasting room and buy wine. As an added bonus the OrderPort reservations system can make it easy to manage overnight Harvest Hosts guests

During this session, we’ll share strategies and practical tips designed to unlock potential tasting room sales and enhance the customer experience.
 

1. What Are the Numbers and Customers Saying: Gain insights into which data to analyze to identify sales and growth opportunities. Then learn how to effectively engage with tasting room visitors and identify their preferences and purchasing motivations. Discover techniques for building rapport, active listening, and providing personalized recommendations that boost sales.
2. Tips to Use What You Have to Boost Sales: Explore innovative ideas for creating memorable tasting room experiences based on the numbers and what customers are saying.
3. Tips on what to say to boost sales: Gain practical insights into effective sales techniques, including upselling, cross-selling, and suggestive selling. Learn how to confidently recommend additional purchases, highlight featured products, and leverage promotions to increase average order value.

Don’t miss this opportunity to sharpen your sales skills and unlock new opportunities for success in the tasting room!

In this session, get tips and tricks to help the team get more club signups, more sales conversions and higher average order sizes. Learn about tasting room best practices and ideas to grow more revenue with less traffic.

Presented by: Jennifer Warrington, The Glue @ WISE

Jennifer is an industry professional with 23 years of experience, including 13 years with WISE. She began her career in the wine industry working for Lesley Berglund (Co-Founder & Chairman of WISE) at Ambrosia Wine Catalogue/The Winetasting Network shortly after completing her BA in English Literature. In her role as The Glue, Jennifer: oversees WISE Operations which includes spearheading the WISE Mystery Shopping Program (now over 5,000 shops); overseeing content development; coaching; account management of WISE wineries; oversees marketing programs; moderates WISE Cabinets; coordinates, schedules, and communicates with coaches, attendees and winery partners for a robust class schedule of 30+ courses and onsite training programs throughout California, Oregon, Washington, New York and more.

Calling all Tasting Room Leads, Managers, and Owners! Elevate your pre-season planning game with our exclusive mini-workshop, a dynamic segment extracted from our Winter Refresh webinar series. Join us to delve into two key topics curated for professionals like you. Unlock the power of SMART goal training to revolutionize your approach to goal-setting. Gain invaluable insights on planning intentional events for 2024 that align with your brand personality and objectives. This session is your blueprint to strategic success—don’t miss out on refining your skills and maximizing your planning prowess. Register now and set the stage for a remarkable 2024.

 
This mini-workshop is hosted by training professional and winery owner Shae Frichette and April Reddout of Reddout Wine Consulting.

The integration of OrderPort and Vinoshipper streamlines the direct-to-consumer sales process. This integration empowers wineries with the industry’s most comprehensive and seamless DTC system, ensuring you can fully maximize your brand’s potential while maintaining all your data within a unified platform.

During this webinar Avalara’s Michael Dominguez will present on understanding beverage alcohol sales tax and compliance, using Avalara’s compliance services to streamline your winery operations and exploring the Avalara – OrderPort integration features. To learn more about Avalara go to www.avalara.com

Wine clubs are a mainstay of most wineries. More and more wine shops are starting wine clubs. If you haven’t started a wine club for your wine shop or have started a club but need better tools to manage the club please join us for this special webinar. We’ll review the different types of clubs you can offer customers and show you the tools for managing clubs of any size.

Gift cards are not just for holidays. Every day is a great day to gift. When customers give gift cards they evangelize your brand and introduce your wines to new customers. For this Learn Event we’ve assembled a panel of wineries and wine marketers to talk about digital and physical gift cards and how they use them to grow DTC business.

When guests come, are you making the most of it? In this session, we’ll work through ways to drive traffic – thinking outside the box – and then focus on how we can generate more revenue in the tasting room with the traffic and guests we get.

Presented by: Jennifer Warrington, The Glue @ WISE

Jennifer is an industry professional with 23 years of experience, including 13 years with WISE. She began her career in the wine industry working for Lesley Berglund (Co-Founder & Chairman of WISE) at Ambrosia Wine Catalogue/The Winetasting Network shortly after completing her BA in English Literature. In her role as The Glue, Jennifer: oversees WISE Operations which includes spearheading the WISE Mystery Shopping Program (now over 5,000 shops); overseeing content development; coaching; account management of WISE wineries; oversees marketing programs; moderates WISE Cabinets; coordinates, schedules, and communicates with coaches, attendees and winery partners for a robust class schedule of 30+ courses and onsite training programs throughout California, Oregon, Washington, New York and more.

If you can even find the right people, the cost of hiring and training is extremely high, so high turn-over is not what we want either. During this Learn Event we’ll take a deep dive into how we’re recruiting, interviewing, hiring, onboarding, compensating and retaining staff. In this session, WISE will help you think through your processes and give insights on what works, what doesn’t, steps to great hiring, and ways to keep your superstars, yours.

Presented by: Liz Mercer
GM, Judd’s Hill Winery & MicroCrush; WISE Coach & Content Developer

Liz Mercer grew up in the Napa Valley, which instilled a deep respect for the culture and lifestyle of wine and the industry supporting it. She left the area to attend Northwood University in Michigan, where she studied Finance & Business Management. She joined the wine industry in the tasting room at Sterling Vineyards in 1999. Shortly thereafter, she was drawn into direct to consumer sales via wine clubs and e-commerce at Mumm Napa, where she led a team to rebrand the wine club, establishing it as one of the largest wine clubs in the country. Nearly six years with Gallo DTC leadership included a stint on the Central Coast of California. She returned to the Napa Valley, and spent time at Round Pond Estate and Bluxome Street Winery in San Francisco.

During this webinar Avalara’s Michael Dominguez will present on understanding beverage alcohol sales tax and compliance, using Avalara’s compliance services to streamline your winery operations and exploring the Avalara – OrderPort integration features.

During this special webinar for WineDirect users we will discuss and demonstrate some of the important feature differences between the two systems. This presentation will include a question and answer period for wineries to discuss their software requirements.

During this presentation we will explore ADA site compliance with Martin Goldfinger of UserWay.
Martin will review common site accessibility violations, the risks to your business and demonstrate how UserWay can help.

During this presentation we will explore creative ways to reward customers with more than discounts.
You can build real loyalty when customers earn something authentic and unique to your winery.

During this presentation we will explore custom printed and electronic gift cards
and the many ways they can be used to connect your winery with new customers.

During this presentation we will explore different club types and how they appeal to different types of customers.
Winemaker Select and Customer Choice are a staple of winery club types.
How can adding Case Clubs, Subscription Clubs and Allocations increase total membership?

The DTC shipping compliance landscape can seem daunting, but it cannot be overlooked.
Join OrderPort and SOVOS ShipCompliant for an overview of how to set your winery up for DTC success and future growth.

Join us for a presentation by Jeff Carroll, General Manager for Avalara Beverage Alcohol.
We’ll discuss compliance requirements for wineries, age verification, tax types, enforcement
trends and key steps for maintaining compliance.

With the rising costs from supply chain issues and the challenges from the short, smoke tainted harvest of 2020, wineries need to understand how to make better pricing decisions. Join us for a presentation by Matt Lulay, Managing Director at Mather Economics, and learn how wineries use their own sales data to determine the price elasticities of each wine in their portfolio and use this information to make intelligent pricing decisions.

How are the members of your winery association working together to attract customers?  How are members sharing traffic and how does each member compare to their peers in key performance metrics?  We’ll share ideas and tools for association marketing.

Multiple club types enable you to offer customers best-fit memberships.  From winemaker select and customer choice to allocation and subscription clubs we’ll show you how each type appeals to customers.

How do you extend the tasting room experience to your webstore where customers can buy wine every day?  Couple your marketing with a well branded and easy to use webstore to enable customers to buy more wine.

Dynamic dashboards coupled with deep-dive standardized and custom reports make the data you need available on-demand.  Push reports to staff and access performance snapshots to see trends and determine what to do next.

Join us for a presentation by Bill Maile, Executive Director for the Craft Wine Association and learn how the organization supports small production, handmade wines born from the heart and soul of the producer.

Using streamlined workflows and single touch CRM, data is easily captured and accessed during the customer visit empowering associates with what they need from reservation to checkout.

Coming Soon