DTC Metrics Team Fundamentals #115


Course Overview

This course focuses on gaining a more in-depth understanding of the metrics that a multi-channel DTC wine organization utilizes to educate and motivate front-line staff. Attendees will come to better understand the basics of customer relationship management (CRM) and why collecting clean data is so important.

The DTC Metrics Professional will gain insight and take-away knowledge on:

  • Understanding Your Customer Relationship Management System
  • Tasting Room & Wine Club Metrics Dashboards
  • Website & Email Analytics & Dashboards
  • Phone & Social Media Metrics
  • Tying it all together

Coach(es): Liz Mercer, Lesley Berglund, WISE Coaching Team Member
Hours: 6
Cost: $600 $330
Certification Requirements: None

Successful completion of this course includes a passing grade of 75% or higher on the course test.

Course Content

Time: 6 hours

Curriculum is empty

Upcoming Schedule



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


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$600.00 $330.00
Who Should Take This Course?

This course is for anyone who works at a winery in a frontline role; does or wants to do DTC data analysis as part of their job to improve their effectiveness and expand their DTC expertise; current wine industry DTC staff and managers who want to create, analyze, and manage their metrics and dashboards; other winery employees who would benefit by a better understanding of DTC data and metrics; wine retail professionals; also appropriate for those with no industry experience who want to work in wine related data management fields.