HOME · VERTICAL — WINERIES & TASTING ROOMS, NAPA VALLEY

The tasting is the easy part.

the money is in what happens after the visit — and after the join

A great pour gets the visitor in the door. What converts them to a club member is the follow-up that lands while the visit is still warm — and what keeps a member from lapsing is the personal touch between shipments. Most wineries do neither consistently. Not from neglect: from admin drowning. AI agents can have every one of those touches drafted in your voice, on time, waiting for a human to hit send.

$295
THE LEAD-LEAK TEARDOWN
YOUR LAST 20 INQUIRIES + CLUB CADENCE
NO FIXABLE LEAK FOUND? IT'S FREE
Find my leaks No payment now — intake first, invoice after
A

Where I stand

A LOCAL PEER — NOT A SOFTWARE VENDOR PASSING THROUGH

I run hospitality businesses here in Napa Valley — a juice bar franchise, a catering brand — and AI runs their back offices. I build the same for wine country.

That means the person reading your tasting-room inquiry flow has answered the same kinds of guests, managed the same kind of seasonal staffing, and watched the same admin eat the same evenings. I don't have winery clients to name yet — this page is the first brick of that practice, and it says so plainly instead of borrowing logos.

no client wall, no borrowed vineyard photos — when there are winery results to show, they'll be real ones
B

What the agents do

DRAFT-ONLY, ALWAYS — A HUMAN HITS SEND
AgentWhat it doesWhat lands in your outbox
RESERVATION INQUIRYwithin minutes of the lead

Reads the inquiry — party size, date, occasion, tier of experience — and drafts the reply in your voice, with availability language and the right upsell for the group.

A ready-to-send draft while the planner of the trip is still comparing tasting rooms. You approve; it goes.

POST-VISIT FOLLOW-UPsame day

Drafts the thank-you while the visit is still warm — personal to the group, with the club invitation framed around what they actually tasted.

The conversion email most wineries mean to send and don't — drafted before close of business, every time.

CLUB MILESTONEScontinuous

Tracks member anniversaries, shipment previews, and quiet accounts, and drafts the touch for each — including win-back drafts for members drifting toward lapse.

Milestone and win-back drafts, ahead of the date — the high-touch program the industry keeps prescribing, actually executed.

REVIEW RESPONSESas reviews land

Drafts a personal response to every Google, Yelp, and TripAdvisor review, matched to what the guest wrote — the glowing ones and the hard ones.

Response drafts waiting for your read. Nothing goes public without your eyes.

VENDOR & DISTRIBUTOR WATCHcontinuous

Watches the inbox for the emails that cost money when missed — distributor terms, compliance notices, price updates, payment deadlines.

A flag with the relevant line quoted, before it becomes a fire.

MORNING BRIEFINGdaily · before open

Reads overnight reservations, club joins and cancellations, new reviews, and payments, and compiles the day.

One email: who booked, who joined, who left, what needs you first — before the first pour.

the same patterns that run my own businesses, translated to wine country — the full fleet, guardrails and all, is documented here →

C

The $295 Lead-Leak Teardown

WINERY VERSION — FIND THE LEAKS BEFORE BUYING ANYTHING
01You send your last 20 tasting-room inquiries or reservation requests — forwarded emails or screenshots, with rough response times — plus your current post-visit and club-communication cadence, even if the honest answer is "there isn't one."
02I read the whole funnel — response times, what was said, which visitors were never followed up, which club members haven't had a human touch since their last shipment.
03You get a written teardown in 3 business days: where visitors leak before joining, where members lapse without a touch, and what an agent would have drafted — and when — for each gap. Top three fixes, ranked.

The guarantee: if I can't find a fixable leak, it's free. The credit: the $295 applies toward the AI Operations Audit if you book within 60 days. No checkout on this page — intake first, invoice after.

privacy, plainly: your inquiry threads and member communications are seen by me only, never shared, deleted on request
Run a kitchen or food program off distributor invoices? The teardown has a sibling that reads those instead: the $295 Invoice Teardown — one month of invoices, every line checked for overcharges, substitutions, and short ships.
D

Where it leads

SAME LADDER AS EVERYTHING HERE — NO NEW PRICING
START

The Teardown reads your funnel.

You learn where visitors and members are leaking, in plain terms, with the three biggest fixes ranked. For some tasting rooms that's enough — run the fixes by hand.

THEN

The Audit prices every fix. The Build ships the fleet.

The $2,500 AI Operations Audit walks the whole operation — tasting room, club, kitchen, vendors — and ranks every AI opportunity by payback; your $295 credits toward it. The Custom AI Build ($5K–$15K, fixed quote) then builds your fleet on your accounts. You own everything.

ONGOING

The Retainer keeps it sharp.

Harvest season isn't December, and the fleet should know that — cadences shift, releases change, models update. The Monthly Retainer ($2K–$5K/mo) runs and tunes it. Month-to-month, cancel anytime.

E

Winery FAQ

THE THREE QUESTIONS THAT COME FIRST
Do the agents email my wine club members directly?

No. Every agent is draft-only by design: the post-visit thank-you, the club invitation, the win-back note to a lapsing member — each lands in the winery's outbox as a draft in your voice, waiting for a human to approve and send. Nothing reaches a member or a guest without your tap. The worst case of a bad draft is ten wasted seconds, not a wrong email to your best club members — the full guardrail write-up is here.

What does a winery need to send to get started?

Exports or screenshots — nothing more. For the Lead-Leak Teardown: your last 20 tasting-room inquiries or reservation requests with rough response times, plus whatever your current post-visit and club-communication cadence looks like (even if the honest answer is "there isn't one"). No system integration, no logins, no IT project — the teardown reads what you already have, and integration questions only come up later if you build the fleet.

Do you only work with Napa wineries?

Wine country comes first because that's where I live and operate — Napa Valley meetings can happen at your tasting room. But the work itself is remote-first: inboxes, reservation tools, and club platforms look the same over a screen share in Sonoma, Paso Robles, or the Willamette Valley. Location changes the coffee, not the fleet.

F

Find your leaks

NEIGHBOR TO NEIGHBOR — INTAKE FIRST, INVOICE AFTER

Twenty inquiries. Your club cadence. Three days.

Tell me about the tasting room — how visitors book, roughly how many inquiries a month, and whether the club has a communication rhythm today. I'll reply within 24 hours with the intake steps, and the $295 invoice comes after your teardown does.

I'm in the valley — if it's easier to talk over a counter than a form, say so and we'll find a morning
NO FIXABLE LEAK FOUND? IT'S FREE · CREDITS TOWARD THE AUDIT
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