DTC Metrics Intensive #205 Series

Course Overview

This expanded 9-hour course (delivered in 3 separate sections) provides an overview designed to help winery executives and frontline 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 ROI. 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. Take all three sessions or just the session you want to focus more on.

DTC professionals will learn about:

• Part 1 (#205A)
  This specific 3-hour session (205A) focuses on Customer Relationship Management (CRM) & Tasting Room metrics. Purchase separately if you want to focus only on these metrics.

• Part 2 (#205B)
  This specific 3-hour session (205B) focuses on Wine Club and Digital (website, e-mail campaigns & social media) metrics. Purchase separately if you want to focus only on these metrics.

• Part 3 (#205C)
  This specific 3-hour session (205C) focuses on Virtual Tastings, Events and Phone Sales metrics and their interdependence on the three other channels of DTC (Tasting Room, Wine Club and Digital). Purchase separately if you want to focus only on these metrics.

Overall focus:

• Customer and relationship management
• Data insights
• Dashboards and reporting
• Understanding the big picture
• Case studies

Instructors: Liz Mercer, WISE Coaching Team Member
Hours: 9
Reg Cost: $850 $550 (when purchased together)
Prerequisite: None