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DTC STRATEGIC PLANNING
"TOP 5 TIPS"
Vin65Roadshow
February 4, 2016
Seghesio Family Vineyards
Presented by: DTC Wine Workshops
Welcome!
Sandra Hess
Founder
DTC Wine Workshops
SINCE2010
THE VALUE OF THE DTC WINE SHIPPING
INDUSTRY HAS GROWN BY
66%
DTC Strategic Planning - Sandra Hess - DTC Wine Workshops
DTC Strategic Planning - Sandra Hess - DTC Wine Workshops
The RIGHT Technology with
the RIGHT ProcessesBalance
TIP#1
Leverage
DTC Strategic Planning - Sandra Hess - DTC Wine Workshops
DTCWine
CaseStudies
KEYTAKE-AWAY'S
1.  Phone contact increases
customer loyalty and DTC
sales revenue (Duckhorn)
2. Use of Mobile POS for
large group tastings result in
higher average orders value
due to CONSPICUOUS
CONSUMPTION (Gloria
Ferrer & William Chris) 
3. Social Monitoring &
Management = 30 new
groups per month
(Cornerstone Cellars)
4. Solid Shipping Strategies
w/ Customer Service
tools grow DTC sales
nationally and retain loyal
customers (Grgich Hills)
DTC Strategic Planning - Sandra Hess - DTC Wine Workshops
The Offline with Online
Customer ExperiencesBalance
TIP#2
Balance
"Consumersspent$69.08
billiononlinethispastHoliday
ShoppingSeason,and$12.65
billionwasviamobiledevices.
Mobileaccountedfor1in5
onlinepurchasesduringthe
2015HolidaySeason." -
ComScore Data January 8, 2016
DTC Strategic Planning - Sandra Hess - DTC Wine Workshops
WHATISYOUR
CUSTOMER
TOUCH-POINT
SCHEDULE?
TOUCH-POINTS =
OPPORTUNITIES TO
DELIVER
EXCEPTIONAL SERVICE
IN BETWEEN VISITS
1. Minimum of 4-6 times
per year (two weeks
after each club
shipment)
2. Birthdays
3. Club Anniversaries
4. Invite to an Event
5. Just because (WOW
Moments with top 30%)
6. Annual Survey by
phone
USEACTIONEMAILSINVIN65
To Re-Engage and Retain
• It costs FIVE TIMES more to acquire new customers than it does to keep current
ones. (Forrester)
• Returning customers spend on average 67% more than first-time customers. (Bain)
• Customers are 77% more likely to buy a new product when learning about it from
family and friends. (Nielsen)
Average Club Membership is 18-24 months. What is yours?
STAYCONNECTED
INBETWEENVISITS
About what your customers want -
USE reporting tools & segmentationBalance
TIP#3
LEARN
Balance
LEARN
WHOAREYOURTOP30% OF
CUSTOMERSBY LIFETIMEVALUE?
Howareyou
determining
LTV?
Balance
LEARN
HOWCANYOULEVERAGECUSTOMER
DATATOINCREASEDIRECTSALES?
DOuse
Social CRM
DATA Sources
to Watch
Top 30% Lifetime Value
Reports
Wine Club Trends &
Variances
DTC Sales Conversion
Trends
Reservation Details
Visitor Demographics
(DOB/State)
Top Ship-To States
DATA Sources
to Watch
Email Marketing Open
& Conversion Rates
Social
Media Conversion Rates
Survey Results from
both Club Segment
and Other Customers
E-Commerce Site Analytics
Referral Tracking
with Hospitality Partners
Customers BACK with
RESERVATION MANAGEMENT
TOOLS & ONLINE PROMOSBalance
TIP#4
INVITE
REDEFINE
CONVERSION
PATHS
PERFECT WORLD = 1st time visitor is
qualified and converts to club member
MORE REALISTIC WORLD = 1st time
visitor to buyer then repeat buyer and
repeat visitor (already member of 3-5
clubs)
IDEAL WORLD = 1st time visitor
connects with brand (qualified) buys
same day and is invited back to in-
person or online depending on GEO.
Responds to meaningful invite and is
invited to join the RIGHT CLUB
Whattoolsdoesyourteamhaveto
workinanIDEALWORLD?
Balance
AverageOrderValueat
Seated/Reservation
StyleTasting= $392
VS
$75atTastingRoomBar
SVBTastingRoomSurveyMay,2015
Balance
To Online Brand Mentions, Customer
Feedback and Social Sharing to make
REAL-TIME IMPROVEMENTSBalance
TIP#5
RESPOND
DTC Strategic Planning - Sandra Hess - DTC Wine Workshops
TOP5KEYTAKE-AWAY'S
1. LEVERAGE the right technology
with the right processes
2. BALANCE the Online with the
Offline
3. LISTEN to what your customers
want
4. INVITE customers back in
meaningful ways
5. RESPOND to online brand
mentions
Q& A
Thank You
Sources:
http://www.shipcompliant.com/2016-direct-to-consumer-report/
http://www.winebusiness.com/wbm/?go=getArticle&dataId=46704
http://www.winebusiness.com/wbm/?go=getDigitalIssue&issueId=6633
https://www.internetretailer.com/2016/01/08/mobile-accounts-nearly-1-5-online-holiday-purchases
http://svbwine.blogspot.com/2015/05/replay-of-2015-dtc-videocast-chat.html
Contact:sandra@dtcwineworkshops.com

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DTC Strategic Planning - Sandra Hess - DTC Wine Workshops