We bring AI and human experts together to power your winery's growth. Your team sets the direction. We build the systems, manage the work, and report back on results.
For a long time, many wineries grew from the tasting room to wine club playbook.
The old model
Tasting room
Wine club
Website
Social
Reservations
Email
Online store
POS
CRM
Analytics
Then it got complicated.
What used to look like a straight path is now a complex, increasingly digital journey.
The new journey
Tasting room
Wine club
Website
Social
Reservations
Email
Online store
POS
CRM
Analytics
And the tools started piling up.
More logins. More disconnected data. More work for your team.
The growing stack
Tasting room
Wine club
Website
Social
Reservations
Email
Online store
POS
CRM
Analytics
Your team doesn't need another tool.
The challenge isn't finding more software. It's making it all actually work.
Tool sprawl
Tasting room
Wine club
Website
Social
Reservations
Email
Online store
POS
CRM
Analytics
They need it all working together.
Connected. Intelligent. Human experts + AI working together.
The system
Tasting room
Wine club
Website
Social
Reservations
Email
Online store
POS
CRM
Analytics
The old model
Tasting room
Wine club
Website
Social
Reservations
Email
Online store
POS
CRM
Analytics
Here's how we make that happen.
01 / Diagnose
First, we figure out what's really going on.
We map your technology, assess how it works together, and turn what we find into a practical plan.
Your system map: tools, data, and connections
Your diagnosis: gaps, friction, and performance
Your priorities: what to fix, improve, or build
02 / Fix
We fix whatever needs fixing.
Broken workflows, unreliable data, and tools that aren't doing their job. We work through the problems so your team can trust the systems it uses every day.
Repair broken automations and workflows
Clean up data and tracking issues
Make the tools you already have work better
03 / Build
We build whatever needs building.
When your tools don't quite fit the way you work, we build the missing pieces.
Custom tools for your team
Integrations & migrations
New automations & major builds
04 / Connect
We connect it all together.
Commerce, reservations, marketing, customer data, and the tools your team relies on. We connect the pieces so information can follow the customer and work can flow between teams.
Connect tools across the customer journey
Keep customer context moving between systems
Replace manual handoffs with connected workflows
05 / Meet Banks
We put AI in the middle.
Banks brings your connected tools and customer context into the conversation, helping your team find answers, spot opportunities, and move work forward.
Ask questions in plain language
Explore customers and opportunities
Prepare the next step with your team
BanksExample conversation
Which club members haven't visited in six months but ordered online recently?
I found 84 members who match. Most ordered the 2022 Estate Cabernet. Want me to draft a visit invitation for your hospitality team to review?
From Commerce, Reservations, Email
Draft invitationShow members
06 / Managed programs
You choose what you'd like us to manage.
You decide where our AI and human experts can help most. We run the programs you choose, manage the details, and report back on progress and results.
A clear scope of responsibility
An ongoing operating rhythm
Visibility into the work
07 / Continuous improvement
And we keep making it better.
Find the friction. Test a better approach. Put what we learn back into the customer experience.
Surface opportunities from your data
Prioritize the next useful improvement
Test, learn, and refine
Let's find your next step
Let's see what could work better at your winery.
Tell us what you're using and where things get frustrating. We'll help you identify the gaps and a practical place to start.