Improve your customer's journey with audience specific automations built in HubSpot.

Account Management

Managing the Customers Experience In Real Time

It’s a perfect combination of service and sales. We will remove friction from the customer’s experience and optimize sales opportunities. 

Improving The Customer Experience

As your customer’s needs have grown so is the need for improved CX – winery customer experience management. Not just those in the wine club, but, everyone in all phases of their journey with your brand. Despite advances in automation, a live person resolving issues and creating sales opportunities is the most effective way to improve, and grow your business.

Customer Service

Your dedicated team member will support your customers - a combination of concierge and customer service agent.

DTC Wine Sales

Your Account Rep will help you generate DTC sales, wine club add/swaps up sales and wine club sign ups in conjunction with their service responsibilities.

Increase DTC Sales and Club Retention

Ask Us About A Dedicated Account Manager

You’ll benefit from our two core strengths, service and sales wrapped into an account manager that will increase your DTC sales and decrease service issues. 

Respond Quickly

Respond to customer challenges quickly. Solve their problems in real time. 

Concierge Level

Optimize tasting room visitation by the hour. Upsell tastings pre-arrival. Manage and reshedule changes.

Increase DTC Sales

Increased contact and engagement with members will lead to incremental sales increases. 

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