Events

ON ZOOM: Outbound Phone Sales Management Certification #216 – Day 1 of 2

Remote

This one-day-equivalent (presentations vary, check schedule) 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...

ON ZOOM: Management Jumpstart #200

Remote

This three-hour course is designed for those superstar staff members who have been promoted to manager - learn how to lead your peers effectively, to succeed as a new manager, and to understand your manager's expectations. Course Schedule: November 2 Course Description Purchase Full Course

ON ZOOM: Outbound Phone Sales Management Certification #216 – Day 2 of 2

Remote

This one-day-equivalent (presentations vary, check schedule) 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...

ON ZOOM: Management Core Course #201 – Part 1 of 7

Remote

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...

ON ZOOM: Leadership & Communications – WISE #202A

Remote

This Leadership & Communications workshop will help attendees fully understand the importance, role and impact of the management responsibility; learn how to increase the ability to give and receive information from others; learn effective leadership styles; and understand the importance of matching leadership style to employee needs Course Schedule: November 9 (Remote)...

Outbound Phone Sales Professional Certification #116 – Part 1 of 3

Remote

Today’s DTC professionals are not content to sit by the phone and wait for it to ring. They are proactively reaching out to customers of all kinds in outbound phone campaigns. But how successful are they in converting those calls into cash? How is it measured? In this course, our...

ON ZOOM: Hiring & Motivating – WISE #202B

Remote

This Hiring & Motivating workshop will focus on identifying the elements to consider when staffing an organization; learning the steps to making an effective hiring decision; understanding the legal impact of recruiting and staffing; strategies for successful on-boarding; and becoming familiar with key concepts of rewards and recognition. Course Schedule: November 10...

ON ZOOM: Management Core Course #201 – Part 2 of 7

Remote

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...

Outbound Phone Sales Professional Certification #116 – Part 2 of 3

Remote

Today’s DTC professionals are not content to sit by the phone and wait for it to ring. They are proactively reaching out to customers of all kinds in outbound phone campaigns. But how successful are they in converting those calls into cash? How is it measured? In this course, our...

ON ZOOM: Managing Peak Performance – WISE #202C

Remote

This Managing Peak Performance workshop is an overview of the tools needed to successfully provide performance feedback, conduct performance evaluations and take corrective action. Attendees will learn additional strategies to achieving performance results through others; become familiar with tools and techniques for documenting and providing performance feedback; learn the steps for...

ON ZOOM: Management Core Course #201 – Part 3 of 7

Remote

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...

Outbound Phone Sales Professional Certification #116 – Part 3 of 3

Remote

Today’s DTC professionals are not content to sit by the phone and wait for it to ring. They are proactively reaching out to customers of all kinds in outbound phone campaigns. But how successful are they in converting those calls into cash? How is it measured? In this course, our...

ON ZOOM: Building Awesome Teams – WISE #202D

Remote

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....

ON ZOOM: Management Core Course #201 – Part 4 of 7

Remote

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...

ON ZOOM: Events Management Certification #212 – Part 3 of 4

Remote

This 4-part 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. Course Schedule: November 16, 17, 18 & 22 (Remote) Course Description Purchase Full Course

ON ZOOM: Demystifying Finance & Accounting #203 – Part 1 of 3

Remote

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...

ON ZOOM: Management Core Course #201 – Part 5 of 7

Remote

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...

ON ZOOM: Demystifying Finance & Accounting #203 – Part 2 of 3

Remote

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...

ON ZOOM: Management Core Course #201 – Part 6 of 7

Remote

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...

ON ZOOM: Events Management Certification #212 – Part 4 of 4

Remote

This 4-part 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. Course Schedule: November 16, 17, 18 & 22 (Remote) Course Description Purchase Full Course

ON ZOOM: Demystifying Finance & Accounting #203 – Part 3 of 3

Remote

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...

ON ZOOM: Management Core Course #201 – Part 7 of 7

Remote

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...

ON ZOOM: Tasting Room Professional Certification #111 – Part 1 of 4

Remote

This 4-day class is designed to raise the level of sales and customer service skills for tasting room staff. This course explores the specific knowledge and skill sets required of a successful winery tasting room professional. WISE Tasting Room Professionals develop confidence in their wine knowledge and tasting ability while...

ON ZOOM: Tasting Room Professional Certification #111 – Part 2 of 4

Remote

This 4-day class is designed to raise the level of sales and customer service skills for tasting room staff. This course explores the specific knowledge and skill sets required of a successful winery tasting room professional. WISE Tasting Room Professionals develop confidence in their wine knowledge and tasting ability while...

ON ZOOM: Tasting Room Professional Certification #111 – Part 3 of 4

Remote

This 4-day class is designed to raise the level of sales and customer service skills for tasting room staff. This course explores the specific knowledge and skill sets required of a successful winery tasting room professional. WISE Tasting Room Professionals develop confidence in their wine knowledge and tasting ability while...

ON ZOOM: Tasting Room Professional Certification #111 – Part 4 of 4

Remote

This 4-day class is designed to raise the level of sales and customer service skills for tasting room staff. This course explores the specific knowledge and skill sets required of a successful winery tasting room professional. WISE Tasting Room Professionals develop confidence in their wine knowledge and tasting ability while...

Outbound Phone Sales Professional Certification #116 – Part 1 of 3

Remote

Today’s DTC professionals are not content to sit by the phone and wait for it to ring. They are proactively reaching out to customers of all kinds in outbound phone campaigns. But how successful are they in converting those calls into cash? How is it measured? In this course, our...

ON ZOOM: Outbound Phone Sales Professional Certification #116 – Part 2 of 3

Remote

Today’s DTC professionals are not content to sit by the phone and wait for it to ring. They are proactively reaching out to customers of all kinds in outbound phone campaigns. But how successful are they in converting those calls into cash? How is it measured? In this course, our...

ON ZOOM: Management Jumpstart #200

Remote

This three-hour course is designed for those superstar staff members who have been promoted to manager - learn how to lead your peers effectively, to succeed as a new manager, and to understand your manager's expectations. Course Schedule: July 29 Course Description Purchase Full Course

ON ZOOM: Outbound Phone Sales Professional Certification #116 – Part 3 of 3

Remote

Today’s DTC professionals are not content to sit by the phone and wait for it to ring. They are proactively reaching out to customers of all kinds in outbound phone campaigns. But how successful are they in converting those calls into cash? How is it measured? In this course, our...

ON ZOOM: Tasting Room Professional Certification #111 – Part 1 of 4

Remote

This 4-session class is designed to raise the level of sales and customer service skills for tasting room staff. This course explores the specific knowledge and skill sets required of a successful winery tasting room professional. WISE Tasting Room Professionals develop confidence in their wine knowledge and tasting ability while...

ON ZOOM: Tasting Room Professional Certification #111 Part 2 of 4

Remote

This 4-day class is designed to raise the level of sales and customer service skills for tasting room staff. This course explores the specific knowledge and skill sets required of a successful winery tasting room professional. WISE Tasting Room Professionals develop confidence in their wine knowledge and tasting ability while...

ON ZOOM: Tasting Room Professional Certification #111 Part 3 of 4

Remote

This 4-day class is designed to raise the level of sales and customer service skills for tasting room staff. This course explores the specific knowledge and skill sets required of a successful winery tasting room professional. WISE Tasting Room Professionals develop confidence in their wine knowledge and tasting ability while...

ON ZOOM: Wine Club Management Certification #213 – Part 1 of 6

Remote

This course 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. Course Schedule: August 30, 31, September 1, 6,...

ON ZOOM: Wine Club Management Certification #213 – Part 2 of 6

Remote

This course 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. Course Schedule: August 30, 31, September 1, 6,...

ON ZOOM: Wine Club Management Certification #213 – Part 3 of 6

Remote

This course 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. Course Schedule: August 30, 31, September 1, 6,...

ON ZOOM: Tasting Room Professional Certification #111 Part 4 of 4

Remote

This 4-day class is designed to raise the level of sales and customer service skills for tasting room staff. This course explores the specific knowledge and skill sets required of a successful winery tasting room professional. WISE Tasting Room Professionals develop confidence in their wine knowledge and tasting ability while...

ON ZOOM: Wine Club Management Certification #213 – Part 4 of 6

Remote

This course 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. Course Schedule: August 30, 31, September 1, 6,...

ON ZOOM: Wine Club Management Certification #213 – Part 5 of 6

Remote

This course 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. Course Schedule: August 30, 31, September 1, 6,...

ON ZOOM: Wine Club Management Certification #213 – Part 6 of 6

Remote

This course 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. Course Schedule: August 30, 31, September 1, 6,...

ON ZOOM: Tasting Room Management Certification #211 – Part 1 of 6

Remote

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...

ON ZOOM: Tasting Room Management Certification #211 – Part 2 of 6

Remote

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...

ON ZOOM: Tasting Room Management Certification #211 – Part 3 of 6

Remote

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...

ON ZOOM: Outbound Phone Sales Professional Certification #116 – Part 1 of 3

Remote

Today’s DTC professionals are not content to sit by the phone and wait for it to ring. They are proactively reaching out to customers of all kinds in outbound phone campaigns. But how successful are they in converting those calls into cash? How is it measured? In this course, our...

ON ZOOM: Wine Club Professional – WISE #113 – Part 1 of 4

Remote

This course is a deep-dive into the tactical, day-to-day issues of the wine club. It focuses on wine club operational efficiencies from data management to club administration. Emphasis will be on metrics and customer service proficiency as well as optimizing service provider relationships. After completing this course, wine club professionals...

ON ZOOM: Outbound Phone Sales Professional Certification #116 – Part 2 of 3

Remote

Today’s DTC professionals are not content to sit by the phone and wait for it to ring. They are proactively reaching out to customers of all kinds in outbound phone campaigns. But how successful are they in converting those calls into cash? How is it measured? In this course, our...

ON ZOOM: Wine Club Professional – WISE #113 – Part 2 of 4

Remote

This course is a deep-dive into the tactical, day-to-day issues of the wine club. It focuses on wine club operational efficiencies from data management to club administration. Emphasis will be on metrics and customer service proficiency as well as optimizing service provider relationships. After completing this course, wine club professionals...

ON ZOOM: Wine Club Professional – WISE #113 – Part 3 of 4

Remote

This course is a deep-dive into the tactical, day-to-day issues of the wine club. It focuses on wine club operational efficiencies from data management to club administration. Emphasis will be on metrics and customer service proficiency as well as optimizing service provider relationships. After completing this course, wine club professionals...