Services

I help small wineries build, own, and maintain their own data tools. Custom solutions that fit your operation cost less than generic software and do exactly what you need.

Not sure if a task is a good fit for automation or in-house tool development?

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Training & Knowledge Transfer

The goal of every engagement is that your team no longer needs me. I teach your staff to use the tools we build, interpret the data, and evolve the system on their own.

Hands-on sessions, clear documentation, and a no-black-boxes policy. Every formula, every data source, every assumption is explained and accessible. You keep everything.

Examples

  • —Teaching a tasting room manager to update dashboards and pull their own reports
  • —Walking a winemaker through prompt engineering so they can generate their own production summaries
  • —Documenting a pricing model so the team can adjust assumptions each vintage without outside help

Process Automation & Custom Tools

Replace manual spreadsheet workflows with simple, purpose-built tools your team can use and maintain. Custom tools built around your specific operation cost less than generic SaaS and do exactly what you need.

I build it, document it, and train your team to own it. No vendor lock-in, no monthly subscription. If it breaks, you can fix it.

Examples

  • —SMS-based lot tracking: cellar staff texts updates from the floor, data lands in a structured dashboard automatically
  • —Harvest intake logging with automatic Brix/pH/TA capture and lot assignment
  • —Custom inventory tools that match how your cellar actually operates, not how a software company thinks it should

Revenue & Cash Flow Dashboards

A live dashboard your team builds and owns, tracking revenue by channel, cash position, inventory value, and club membership trends.

We set it up together using tools you already have (Google Sheets, Airtable, or a simple database) connected to a free visualization layer. You learn to maintain it. No recurring software fee.

Examples

  • —Daily DTC vs. wholesale revenue split with month-over-month trend
  • —Club shipment forecasting based on historical attrition rates
  • —Inventory aging report flagging wines approaching peak drinking window

Customer Retention & Sales Analytics

Understand which customers are likely to leave, which channels actually drive margin, and where your sales effort is best spent.

We analyze your existing POS and club data to build a simple churn model and channel profitability view. I walk your team through the logic so they can update it each quarter.

Examples

  • —Churn risk scoring for wine club members based on visit frequency and order gaps
  • —Customer lifetime value by acquisition channel (tasting room, events, web, wholesale)
  • —Reactivation targeting: flagging lapsed members most likely to respond to a personal outreach
  • —A monthly "who to email" list: customers due a post-visit follow-up, with their purchased wines pulled in for a personal recommendation
  • —A segmentation helper that drafts different release messaging for price-sensitive buyers vs. collectors, which a person reviews and sends

DTC & E-Commerce Optimization

Get clarity on what your direct-to-consumer channel actually costs and where the leverage is, without paying for another plugin.

We audit your current DTC stack, identify what data you're not using, and build lightweight reports you can run yourself.

Examples

  • —Shipping cost analysis by zone, identifying where flat-rate pricing loses money
  • —Wine club tier comparison: which tier retains longest and generates the most per-member revenue
  • —Email campaign ROI tracking tied to actual purchases, not just open rates
  • —A repeatable workflow to structure product pages (tasting notes, food pairings, technical specs like pH and alcohol) so AI assistants like ChatGPT and Perplexity cite your winery when buyers ask for recommendations
  • —An audit of how your winery currently appears in AI search answers, with a checklist your team reruns at each release

How it works

Every engagement starts with a free consultation. We identify the highest-value opportunity in your operation, build the solution together, and I train your team to run it independently. The deliverable is always yours: code, data, documentation, everything.

Schedule a Consultation