. creating a connection .

building exceptional service

& optimizing profitability

Business Administration

  • Concept Development

  • Launch Strategy

  • Business Plan Assessment

    • growth plans - short and long term planning and execution

  • Operational Review

    • overall efficiencies, cost controls, and maximize profitability

    • creative solutions and problem solving

  • SWOT Analysis

  • Purchase Systems and Productivity Management

  • Key Performance Indicators for Annual Budget

  • Revenue Strategy and P&L Management

  • Pricing Structures - offerings, menus, retail

  • Opening Project Management

Customer Experience

  • Guest Experience and Satisfaction

    • 360 journey - arrival to farewell

    • reservation process

    • upselling opportunities

    • cleaning protocols

    • attentive service

    • employee/guest interaction training

  • Food & Beverage Operations

    • user experience tools

  • Staff Training and Development

  • Standard Operating Procedures for Staff

  • Pop-Up and In-Home Experiences

Sales & Marketing

  • Target Market Analysis

  • Competitive Set Report

  • Creative Direction and Brand Positioning

  • Communication Initiatives Social/Digital Media

  • Comprehensive Website Review and Design

  • Marketing Collateral

  • Develop Key Strategic Partnerships

  • Sales Strategy and Revenue Generation Campaigns

  • Photo Shoot Management and Direction

Winery & Tasting Room

  • Tasting Room: audit reservation process, introduce best practices, tasting price structures, wine & food pairing programs, and staff training.

  • Brand Positioning and Marketing: brand positioning in a highly competitive market, website design & review, enhance digital/social media presence.

  • DTC and Membership: improve membership retention with loyalty initiatives, forecasting models, evaluate membership tiers, create allocation campaigns to increase overall bottle sales, establish seasonal sales plans, analyze sales patterns to maximize profitability.

  • Revenue Strategy: review strategies for wine tiers/categories, wine packaging, reduce COGS, and sales initiatives.

  • Private Events: venue and operational review, assess capabilities and optimal pricing strategy, create the framework to build successful event departments, and set up vendor relationships.

  • Tourism and Destination Management: create key relationships to define winery/tasting room as top destination. Develop strategic partnerships within the local community including tourism boards, convention bureaus, and travel companies.