DTC Metrics Management Intensive #205


Course Overview

This expanded 9-hour course (delivered in 3 separate sections) provides an overview designed to help winery executives and frontline Direct To Customer (DTC) managers better understand the metrics required to manage the six primary DTC channels (tasting room, wine club, digital, virtual tastings, phone sales and events). This course uses real-life experiences to explain the DTC channels and their connection to return on investment. When they leave this class, DTC leaders will know how to evaluate team and individual performance in each of the sales channels. They will know how to spot problem areas of the business and how to take corrective action.

DTC professionals will learn about:

  • Customer Relationship Management (CRM)
  • Tasting Room metrics
  • Data insights
  • Dashboards and reporting
  • Wine Club and Digital (website, e-mail campaigns & social media) metrics
  • Virtual Tastings, Events and Phone Sales metrics
  • Understanding the big picture
  • Case studies

Coach: Liz Mercer, WISE Coaching Team Member
Hours: 9
Reg Cost: $850 $550
Course Requirements: Successful completion of this course includes a passing grade of 75% or higher on the course test.

Course Content

Time: 9 hours

Curriculum is empty


Tasting Room & Wine Club Sample Dashboard - 180521 | Download

Upcoming Schedule



Our courses are led by highly qualified coaches; each is an expert in his or her own subject matter.


0 rating

5 stars
4 stars
3 stars
2 stars
1 star
$850.00 $550.00
Who Should Take This Course?

This course is for managers who need to understand the metrics behind a successful Direct To Customer (DTC) program, from winery owners and general managers to DTC managers.