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2008 Allocation Seminar

Posted by Kristi Taaffe on June 11th, 2008

Yesterday Inertia hosted another successful seminar at Copia. The topic of the day was ”How to Build and manage a Successful Allocation Program“. The attendance, content, and reception by the audience, exceeded our expectations.

Over 30 wineries were represented in the audience, nearly all were not current clients of ours. This is the first open workshop which we have hosted specifically for non-clients. We regularly host workshops and webinars for our client base, but have recently begun to open the doors to the broader wine industry.  We plan top hold more of these open workshops on a regular basis (topics may include Web Site Sales Strategies, Wine Club Program Management, Selling Direct to Trade and Compliance Management, among others). Stay tuned.

The seminar started with Dan Chapin from Inertia reviewing the “3 Principles of a Successful Release Model“. Dan reviewed the need for any winery considering an allocation program to focus on Exclusivity, Creating a Perception of Scarcity and Conditioning of Purchase Behavior. For more information, or to receive a copy of his presentation, email us at sales@inertiabev.com.

Susan Moore from Aptalent, then spoke on “The Care and Feeding of your Mailing List“. Susan discussed ways to reach key consumers, how to grow your customer list, and how to maintain your engagement with those new customers to help build loyalty and longevity in their engagement with your winery. For more information, email susan@aptalent.com.

The next speaker was Jennie Haug from Revana Family Vineyards.  Jenny is an enthusiastic and engaging speaker. She brought a great case study of how Revana switched from a simple mailing list model, to an allocation model this past spring; they ran their very first allocation release this April.  Jenny told of the learnings Revana
gained from managing their first release, and provided the audience with some of the implications she’s now bringing to their next planned release. For more information, email jennie@revanawine.com.

Allocation Seminar_Revana

After Jenny, Barry Waite and Steve Gant from Vintrust led an engaging discussion on the importance of the packaging and presentation of any fine wine at the final stage in their path to the consumer. Most specifically, they addressed the different packaging options for shipping wine direct to the consumer, and how those packaging options are a part of the entire brand building process for any winery. The discussion generated several questions, and initiated good conversation.

Allocation Seminar_Vintrust1 Allocation seminar_Vintrust

The final speaker was Harry Parsley, owner of Silver Stag winery.  Harry has deep experience in the wine industry, starting with being the wine buyer for Lucky Stores, then President of Buena Vista, and now owning his own winery.  Harry gave great information to the group on how to manage your trade relations. He engaged the audience with his entertaining and informal discussion style - bringing years of experience in both buying and selling wines to the audience.

We look forward to bringing more of these seminars to the industry - and hope to see you there in the future!

Kristi Taaffe,

One Response to “2008 Allocation Seminar”

  1. Carsten Says:

    Hi,
    I would like to add Seminars like this to my Food & Wine netork, http://www.garlicoon.com under Culinary events

    Please contact me at garlicoon (@) gmail.com

    Thanks
    Carsten

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