Over the past quarter century, we’ve been fortunate to have been involved in some of the most interesting and exciting projects and clients in the wine industry.
Operational Business Plan for La Bajada Commonage Winery & Produce Market
Santa Fe County, New Mexico
Summary: building on the previous feasibility study and conceptual business plan also done by T&T, an operational business plan necessary for investment was drafted outlining the proposed winery business incubator, winery custom-crush facility, and a regional produce distributorship to be located in La Bajada Ranch south of Santa Fe, New Mexico. The final operational business plan provided pro forma projections, construction budget and outline, and operational plans.
Market Assessment for Shared Wine Production Facility & Tasting Room in Milton-Freewater
Summary: Assessed the economic viability, impact, costs, and feasibility of building a custom-crush winery, lodging, restaurant, and visitor center complex in The Rocks District of Milton-Freewater.
Conceptual Business Plan for La Bajada Commonage Winery & Agri-Hub
Santa Fe County, New Mexico
Summary: building on a previous feasibility study done by T&T, our firm wrote a conceptual business plan for a proposed winery business incubator and agricultural shared-use center for Santa Fe County, New Mexico. The business plan provided financial pro forma projections, complex site layout, and operational plans.
Feasibility Study for a Winery Business Incubator and Vineyard
Santa Fe County, New Mexico
Summary: researched the costs and feasibility of a proposed winery business incubator and vineyard for Santa Fe County, New Mexico.
5-Year Business Plan Pro Forma Financials
Proposed 3-L Boxed Imported Wine Start-Up Brand, Los Angeles
Summary: researched the costs and feasibility of an imported 3-L boxed wine start-up and drafted the five-year business plan projections that the included financial pro forma reports.
5-Year Mid-Term Marketing Plan
New Mexico Wine & Grape Growers Association, New Mexico
Summary: researched and drafted a mid-term, five-year marketing and public relations plan as part of a New Mexico grant funding. The plan outlined income strategies, events, public relations, core political issues, organizational branding, and marketing strategies for the New Mexico Wine & Grape Growers Association as they transitioned into New Mexico Wine.
New Mexico Wine Industry Research and Analysis Report
New Mexico Wine & Grape Growers Association, New Mexico
Summary: conducted an online survey to NMWGGA members, analyzed the data, and submitted report with recommendations for developing a mid-term marketing plan for the organization.
Marketing Support, National Sales, Strategic Sales Consultation, Strategic Business Consultation
Eco Terreno Wines, California
Summary: national and California sales development and management, marketing support, developed wine club programs, packaging art direction, website/ecommerce support, business administration consulting.
5-Year Mid-Term Marketing and Distribution Plan
Thousand Springs Winery and Bed & Breakfast, Idaho
Summary: drafted a mid-term, five-year marketing and distribution plan for the expansion of Thousand Springs Winery’s brand, Feathered Winds, that was also to be included in a state grant application for marketing funds allocated to Idaho wineries.
Report on Alternative Wine Packaging in the U.S. / Feasibility Study of Wine Packing Options
Daiwa Can Company, Japan
Summary: researched the state of alternative wine packaging regarding past sales, future projections, growing trends, existing container manufacturers, and existing wine suppliers providing products in alternative packaging. Provided a feasibility study of wine packing options in the U.S.
Proprietary Container Design for 3-L Fine Wine Bag-In-Box
Andegavia Cask Wines, New Jersey
Summary: designed in-house a proprietary container box for high-end, super-premium wine bag-in-box start-up. Worked with packaging design firm to create the specifications for the custom design.
Market Impact Assessment and 5-Year Business Plan Pro Forma Financials
Island Grove Winery at Formosa Gardens, Florida
Summary: researched the market impact of the future winery tasting room project on the local economy and drafted the five-year business plan projections that the included financial pro forma reports.
5-Year Business Plan Pro Forma Financials and Sales Projections
Sprino (Hoxie) Wine Spritzers, California
Summary: projected multiple 5-year sales and financial models for a start-up single-serve RTD producer. Drafted the business plan incorporating the financial and sales projections for potential business investors.
Marketing Consultation / Services Sales / Customer Acquisition / Media Marketing
Wine Ranger International, New Mexico
Summary: provided advice and vendor references during start-up operations. Assisted with developing presentation materials, researching and vetting potential customers, making B2B presentations, selling the services, customer support, and press release campaigns.
Investment Prospectus for Start-Up Négociant Label / National Sales Administration / 375-mL Pouch Development
House Band Wines, California
Summary: drafted an investment prospectus to generate capital investment for the start-up négociant brand, House Band Wines. Investment prospectus outlined a 5-year financial and marketing strategy showing return on initial capital investment within the prospectus’ projections. Research, vet, and manage national sales. Assisting with development of aseptic, flexible, 375-mL wine pouch for venues.
Marketing and Sales Assessment and Evaluation / Strategic Action Plan
Stryker Sonoma Winery, California
Prager Port Works & Winery, California
Balletto Vineyards, California
Summary: conducted an onsite assessment of the winery’s marketing and sales operations and drafted an assessment and evaluation of current marketing and sales practices with recommendations for improvements.
Company Audit / Market Research / Presentation & Findings Report
Cannon Wines LTD, California
Summary: audited company financials, operations, marketing, and sales, and researched current U.S. economic trends and wine market for a presentation and companion report to the annual Board of Directors and shareholders’ meeting of the San Francisco wine import company with recommendations for future business, portfolio, and operation strategies.
10-Year Long-Term Business Plan / Brand Identity Development & Packaging Design / Winery Start-up Consultation
Ca’ Momi Wines (Ca’ Secco Sparkling), California
Summary: drafted a 10-year business plan for potential 20,000 case winery brand start-up; drafted the brand’s identity and designed the packaging; provided consultation in business start-up decisions and industry contacts.
Branded Goods Development & Packaging Design / Website Design / Corporate Brand Repositioning / General Marketing and Sales Consultation
Weibel Family Vineyards & Winery, California
Summary: designed branded goods (Knightsdale, Truscott, Sparkelle); re-branded Stone Creek brand; designed brand websites and corporate brand website; re-positioned corporate brand (Weibel); providing direct sales strategy and hospitality/event center consultation.
Wine Industry Division Marketing & Public Relations
Scholle Corporation, Illinois
Summary: assisted with the marketing and public relations for the wine industry division within Scholle Corporation, including media outreach campaign, marketing Scholle products to sales channel buyers and industry producers, and developed with Scholle wine industry-specific website for bag-in-box information and Scholle products.
Brand Repositioning & Packaging Design / Website Design
Pope Valley Winery, California
Summary: revamped the existing branding, positioning it for a more contemporary target consumer; managed the redesign of the product packaging; designed and implemented the website.
Marketing and Sales Assessment and Evaluation / 5-Year Mid-Term Marketing Plan
St. James Winery, Missouri
Summary: traveled to St. James, Missouri to conduct an onsite assessment of the winery’s marketing and sales operations and drafted an assessment and evaluation of current marketing and sales practices with recommendations for improvements. Following the evaluation, drafted a formal mid-term marketing plan to expand evaluation suggestions and recommendations on implementation.
10-Year Business Plan / Brand Identity Development & Packaging Design / Winery Start-up Consultation / Website Design
Fog Crest Vineyard, California
Summary: drafted a 10-year business plan for potential winery brand start-up; providing ongoing consultation in business start-up decisions and industry contacts. Designed, implemented, and maintain website, including installed ecommerce platform.
3-Year Mid-Term Marketing Plan
Seesaw Imports/Urbane Wines, Texas
Summary: developed and wrote a 3-year marketing plan outlining product strategy, branding, marketing programs, departmental budgets, and national sales goals for South African wine importer.
Brand Identity Development & Packaging Design / Winery Start-up Consultation / Website Design
Grassy Creek Vineyard & Winery, North Carolina
Summary: developed branding; managed the design of the product packaging; consulted on start-up logistics; designed and implemented the website.
Brand Positioning / Packaging Design for Blackburn Fine Wine Cache (3-Liter Fine Wine Bag-In-Box) / Corporate Identity Development / Brand Identity & Packaging Design for Sonoma Hill Winery
Sonoma Hill Winery (a division of Delicato Family Vineyards), California
Summary: created the brand positioning, designed the Blackburn Fine Wine Cache packaging, and assisted with the initial media campaign and sales launch of the winery’s super-premium boxed fine wine. Created the positioning elements of the new corporate identity and brand architecture for the client as well as developed the transition strategy from the old identity to the new. Designed the brand identity and packaging for the flagship Sonoma Hill Winery brand.
Brand Positioning, Packaging Design (3-L bag-in-box), and Product Development Consultation
Black Box Wines (Constellation Brands, Inc.), California
Summary: assisted with the conceptualization, packaging design development, product development, and initial media campaign and sales launch of the US wine industry’s first super-premium 3-L boxed fine wine.
Production and Marketing Assessment and Comparative Evaluation
Qingdao Fushiwang Putaojiu Company / South East Group Limited, China
Summary: traveled to Pingdu, China to conduct an onsite assessment of the winery’s production and marketing operations, as well as Chinese viticultural practices, the wine industry, and wine markets. Drafted a detailed report outlining the assessment research and compared the findings to standard US production and marketing practices.
Brand Identity Audit / 5-Year Mid-Term Marketing Plan
Louis M. Martini Winery, California
Summary: audited the corporate and brand identities via research surveys of winery staff, distribution partners, customers, and media; drafted a detailed written assessment of research findings highlighting the positives and negatives associated with the brand identity, which included recommendations of improving and enhancing it. Developed and wrote a 5-year marketing plan outlining product strategy, branding, marketing programs, departmental budgets, and national sales goals.
Corporate Identity Conspectus & Identity Development / Market Research / National Sales Management, Supplier Management
Via Pacifica Imports, LLC – Importers of Fine New Zealand Wine, California
Summary: assisted with the start-up strategy; developed the corporate identity and positioning; provided research on market potential; developed and managed national sales; and sourced and managed New Zealand suppliers.