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Playbooks & guides give wineries clear insights and solutions to grow with the right technology.
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Guides
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Retention Metrics Every Winery Should Track
Boosting retention is the fastest way for wineries to grow, and tracking six key metrics—churn, tenure, lifetime value, repeat purchases, referrals, and engagement—helps identify loyalty drivers and prevent churn.
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The New Standard of DTC Wine Commerce
Discover how unified commerce is transforming the DTC wine industry. This white paper explores why outdated, disconnected systems hold wineries back and how OrderPort’s all-in-one platform delivers seamless guest experiences, stronger sales, and smarter growth.
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The Case for Wine Clubs
This white paper explores how changing consumer behavior and rising costs have made wine clubs a critical strategy for wineries in 2025, highlighting industry data, common myths, and modern models that create stable, recurring revenue.
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Playbooks
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Corporate Gifting Playbook
This playbook gives wineries a practical, step-by-step framework for turning corporate gifting into a predictable, high-margin revenue stream. From building kits to nurturing B2B relationships, it outlines everything needed to launch a successful gifting program by August.
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Winning the Next Era of DTC
A practical roadmap for wineries to thrive in a changing DTC landscape by unifying data across tasting room, club, ecommerce, and marketing. The guide shows how better visibility leads to smarter decisions, higher retention, and stronger long-term growth.
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The Holiday Readiness Playbook
Designed to take the stress out of the season, this playbook walks wineries through forecasting, promotions, gifting strategies, events, and staffing so they can turn the holiday rush into long-term DTC growth.
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