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Oregon Wine Symposium
February 21,2017
Measuring & Maximizing Your
Wine Club & Events
Presented by
The WISE Academy
Lesley Berglund, Sonyia Grabski & Liz Mercer
Certification Classes
Mystery Shopping
On-Site Coaching
Guest Experience Design
Leadership Development
WBM / SVB Survey Says . . .
Wine Club
Average Metrics
Southern
Oregon
Northern
Oregon
Total
United States
Club Growth 13% 13% 14%
Annual $ / Member $512 / year $725 / year $637 / year
Member Tenure 24.4 month 26.6 months 28.1 months
Member Discount 18% 17% 17%
Staff Commission $11 / sign-up $23 / sign-up $19 / sign-up
Annual Attrition 16% 16% 18%
Conversion Rate 4.0% 4.0% 4.0%
- Tasting Bar % - - - - - - 3.4%
- Seated Tasting % - - - - - - 11.4%
WISE Mystery Shopping Results . .
.
Challenges & Opportunities February 2016
Compelling, Unique Brand Stories 40%
Silent Selling Materials 40%
Notice Buying Signals 30%
Open Ended Questions 0%
Positive Profiling 0%
Data Capture Efforts 0%
Wine Club Sales Efforts 0%
Good News February 2017
Customer Satisfaction High
Ask for the Order 90%
Service Heart 80%
Entice. Convert. Retain.
Measure What Matters
First Color Your KPI Dashboard
Maximize Wine Club Relationships
Placeholder for sponsor
logo
Dedicated to creating ‘wow’ moments and
improving results in the tasting room!
VISIT OUR BOOTH FOR LOTS MORE!
WineIndustrySalesEducation.com
Exhibit BOOTH #323

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2017 Oregon Wine Symposium | Measuring and Maximizing Your Wine Club and Events

  • 1. Oregon Wine Symposium February 21,2017 Measuring & Maximizing Your Wine Club & Events Presented by The WISE Academy Lesley Berglund, Sonyia Grabski & Liz Mercer
  • 2.
  • 3. Certification Classes Mystery Shopping On-Site Coaching Guest Experience Design Leadership Development
  • 4.
  • 5. WBM / SVB Survey Says . . . Wine Club Average Metrics Southern Oregon Northern Oregon Total United States Club Growth 13% 13% 14% Annual $ / Member $512 / year $725 / year $637 / year Member Tenure 24.4 month 26.6 months 28.1 months Member Discount 18% 17% 17% Staff Commission $11 / sign-up $23 / sign-up $19 / sign-up Annual Attrition 16% 16% 18% Conversion Rate 4.0% 4.0% 4.0% - Tasting Bar % - - - - - - 3.4% - Seated Tasting % - - - - - - 11.4%
  • 6. WISE Mystery Shopping Results . . . Challenges & Opportunities February 2016 Compelling, Unique Brand Stories 40% Silent Selling Materials 40% Notice Buying Signals 30% Open Ended Questions 0% Positive Profiling 0% Data Capture Efforts 0% Wine Club Sales Efforts 0% Good News February 2017 Customer Satisfaction High Ask for the Order 90% Service Heart 80%
  • 9. First Color Your KPI Dashboard
  • 10. Maximize Wine Club Relationships
  • 11.
  • 12.
  • 13.
  • 14. Placeholder for sponsor logo Dedicated to creating ‘wow’ moments and improving results in the tasting room! VISIT OUR BOOTH FOR LOTS MORE! WineIndustrySalesEducation.com Exhibit BOOTH #323