WCM Sales Qualification

Your Information

Your Name

Winery Name

Email

Phone

Current Platform & Pain

What platform are you currently using for your wine club?

How long have you been on your current platform?

What's the one thing about your current setup that frustrates you most?

Approx. monthly platform fee? Best guess is fine

Do they charge a % of revenue on top?

What POS system do you use in the tasting room?

Is your eCommerce / online store separate from your POS?

How do you handle tasting room reservations and experiences?

What do you use for DTC compliance (state permits, shipping)?

What other tools are you using? (email, CRM, accounting, etc.)

How do you currently communicate with customers via SMS / text?

What would you use SMS for if it were easy? (check all that apply)

Customer support — answering questions, order status, shipping updates Sales & marketing — promotions, new releases, club announcements Transactional notifications — order confirmations, shipping alerts, payment reminders Reservation reminders — tasting room bookings, event confirmations

Wine Club Profile

Approx. number of club members?

How many club tiers / programs?

How often do you ship?

Do you ship to multiple states?

Do you operate multiple properties or brands on the same platform?

DTC Revenue & Growth

What % of revenue is DTC vs. wholesale?

Is growing DTC a priority right now?

How has club membership trended recently?

Reporting & Data

Are you getting the reports you need from your current platform?

What data or reports do you wish you had but can't easily get today?

Decision Making

Who else would be involved in a platform decision?

Have you looked at switching platforms before? What stopped you?

If the numbers made sense, what would your timeline look like?

Do you own your customer data, or does it live inside your current platform?

Anything Else?

Any other context that would help us prepare for our conversation?

Winery Discovery Form

Thank you!