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  • Sale!
    $600.00 $360.00

    Part of the WISE Digital Series, this workshop presented with WineGlass Marketing can be taken all together (for one cost-effective price), or individually. This workshop will be broken down into three segments – Email Marketing, Social Media, and Websites all presented by Susan DeMatei of WGM.

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  • Sale! woman in front of post it notes.
    $600.00 $450.00

    From staff superstar to manager, now what? This three-hour course is designed for those superstar staff members who have been promoted to manager. Attendees will learn how to shift from being a ‘doer’ to managing the ‘doers,’ how to adjust and thrive as a new manager or supervisor of the team from which they were just promoted, understand hourly versus salary expectations from a management perspective, and working with and being respected by your peers and friends.

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  • Sale!
    $990.00 $650.00

    This comprehensive course is designed to raise the bar for wine industry leaders by sharpening communication and people management skills while building financial acumen. Attendees leave this course with the skills required to manage the people and the numbers that drive a successful winery.

    WISE #201 is a cost-effective way to take both WISE #202 and #203. The first four sessions (#202) focus on people management, while the last three sessions (#203) cover the basics of winery finance and accounting for non-accountants.

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  • Sale!
    $850.00 $500.00

    Designed for wine industry leaders, this two-day-equivalent workshop will sharpen communication and people management skills, including effective leadership and communications, hiring and motivating, building awesome teams and managing to peak performance.

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  • Sale!
    $225.00 $200.00

    As part of our leadership series, WISE is now offering bite-sized sessions to tune up your management skills. Take all 5 sessions to complete the WISE #201 Management Core Course or the first 4-sessions for WISE #202 People Management Course.

    This Leadership & Communications workshop will sharpen communication and people management skills, including effective leadership and communications.

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  • Sale!
    $225.00 $200.00

    As part of our leadership series, WISE is now offering bite-sized sessions to tune up your management skills. Take all 5 sessions to complete the WISE #201 Management Core Course, the first 4-sessions for WISE #202 People Management Course, or the last session for WISE #203 Demystifying Finance & Accounting. Purchase as a package for more cost-effective savings.

    1. Leadership & Communications – WISE #202A

    2. Hiring & Motivating – WISE #202B

    3. Managing Peak Performance – WISE #202C

    4. Building Awesome Teams – WISE #202D

    5. Demystifying Finance & Accounting – WISE #203

    This Hiring & Motivating workshop will focus on hiring and motivating and building awesome teams.

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  • Sale!
    $225.00 $200.00

    As part of our leadership series, WISE is now offering bite-sized sessions to tune up your management skills. Take all 5 sessions to complete the WISE #201 Management Core Course, the first 4-sessions for WISE #202 People Management Course, or the last session for WISE #203 Demystifying Finance & Accounting. Purchase as a package for more cost-effective savings.

    1. Leadership & Communications – WISE #202A

    2. Hiring & Motivating – WISE #202B

    3. Managing Peak Performance – WISE #202C

    4. Building Awesome Teams – WISE #202D

    5. Demystifying Finance & Accounting – WISE #203

    This Managing Peak Performance workshop is an overview of the tools needed to successfully provide performance feedback, conduct performance evaluations and take corrective action.

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  • Sale!
    $225.00 $200.00

    This workshop on Building Awesome Teams will cover identifying the elements of successful team development; applying the supervisory concepts to building effective teamwork; learning the steps to effective goal setting and achievement; becoming familiar with strategies for facilitating meetings; and building a plan of action to capitalize on strengths and build skills. Approximate time: 3 hours

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  • Sale!
    $600.00 $400.00

    Part of the WISE Leadership Series, this full-day-equivalent crash course demystifies finance and accounting for non-accountants. The financial fluency taught in this course is foundational to all WISE Level II coursework. This course is designed to take the mystery out of winery accounting and make sense of the three main financial statements. Attendees will work with a sample company as they learn to become comfortable with the language of business. In addition to understanding the three bottom lines, attendees will also learn how to evaluate options, work with key ratios, and spot red flags in financial statements. Attendees will leave this class with a new appreciation for the financial challenges of owning a winery, their role in supporting overall financial results, and the importance of asking questions.

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  • Sale!
    $990.00 $500.00

    Part of the WISE Leadership Series, this is a one day crash course that focuses on the process of effective budgeting for all DTC channels (Tasting Room, Wine Club, Online, Events, etc.) focusing on metrics, understanding DTC financial statements, bottom-up assumptions and gaining team buy-in. After the one day course, a follow up two hour session is included to address the individual’s specific budget in a private, confidential setting. This course is foundational to all WISE Level III DTC Leadership coursework.

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  • Sale!
    $850.00 $550.00

    This course is an overview is designed to help executives better understand the metrics required to manage the various DTC channels (tasting room, wine club, online, phone sales, direct sales, events, etc.). This course uses real-life experiences to explain the DTC channels and their connection to ROI. It is impossible to plan and budget for DTC programs going forward, let alone hold your DTC teams accountable, until you understand what the drivers are of your success and challenges. This course focuses on the DTC dashboards that make this possible.

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  • Sale!
    $300.00 $200.00

    Take all three sessions, or just focus on the metrics you need to better understand.
    WISE #205A Focus: CRM & Tasting Room metrics

    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. This specific 3-hour session (205A) focuses on Customer Relationship Management (CRM) & Tasting Room metrics.

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  • Sale!
    $300.00 $200.00

    Take all three sessions, or just focus on the metrics you need to better understand.
    WISE #205B Focus: Wine Club and Online metrics

    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. This specific 3-hour session (205B) focuses on Wine Club and Digital (website, e-mail campaigns & social media) metrics.

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  • Sale!
    $300.00 $200.00

    Take all three sessions, or just focus on the metrics you need to better understand.
    WISE #205C Focus: Phone & Virtual metrics

    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. This specific 3-hour session (205C) focuses on Virtual Tastings, Events and Phone Sales metrics (website, e-mail campaigns & social media) and their interdependence on the three other channels of DTC (Tasting Room, Wine Club and Digital).

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  • $450.00

    Coming Soon!

    With more of our team members now working remotely, it is time to raise our game with virtual meeting mastery and managing WFH (work-from-home) team best practices.

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  • Sale!
    $990.00 $650.00

    This course (an equivalent of 3 full days) focuses on the strategic needs of tasting room managers. Topics include team management, retail and merchandising fundamentals, and sales best practices and measurement techniques. At the completion of this course, tasting room professionals will have tools for managing up, down, and in the mirror. They will be well-versed in all aspects of leading a team to business success.

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  • $850.00

    This 2-day course focuses on core responsibilities of successful event managers. Topics cover best practices in event planning from staff management to food service standards to planning and budgeting. At the completion of this course, event professionals will have a roadmap for producing memorable and profitable events.

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  • Sale!
    $990.00 $650.00

    This 3-day-equivalent course (presentations vary, check schedule) focuses on all aspects of strategic wine club management, including club design, member acquisition and retention, and metrics and measures. Emphasis is placed on wine club direct to consumer best practices and integration with other DTC functions at the winery. At the completion of this course, wine club professionals will have the skills they need to build repeatable processes that lead to increased sales and engaged wine club members.

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  • Sale!
    $850.00 $500.00

    This course will provide you with the tools needed to run a successful outbound phone marketing program. Understand the best practices in staff management, messaging and frequency, CRM list segmentation and offer generation, staff compensation and issue resolution, and how to measure financial success through metrics and customer loyalty data. Understand how to manage an outbound phone team and watch your customer data expand and profits increase through the application of CRM best practices for this channel.

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  • $500.00

    Develop the virtual sales management tools you need – from programming strategies, to building more virtual sales, to managing virtual sales teams – to grow this brand new DTC sales channel.

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  • $1,750.00

    In this two-day interactive workshop, the focus is on public speaking AND leadership communication skills using a variety of formats. How you communicate is how others evaluate you – be proactive with this and learn how you can plan how others perceive you. Give yourself the opportunity to learn ‘the art’ of communication. Attending this workshop will help you achieve a higher level of communication skill. This is a workshop that focuses on general communication skills as well as public speaking skills using a variety of formats to enhance skills, practice them and maximize interaction between participants and faculty. Attendees will be able to enhance and practice skills with maximum interaction between participants and instructor.

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  • $990.00

    This one-day course is designed to increase your mastery of public speaking. Attendees will prepare and participate in a debate – the ultimate public speaking experience – and add new visualization, impromptu and persuasive methods to their skill sets as communicators. Perfect the techniques that will make you a confident communicator – not only in front of an audience but in the boardroom and meeting room too. This workshop is for advanced public speakers who wish to take their skills to the next level.

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