Foundation
Implementation Guide · Revenue Leak Calculator · Customer Segmentation Workbook · Compliance Checklist
Start here to size the opportunity, prepare one list, and review the message before anything goes out.
Winery DTC Recovery Kit · by Recovery Systems Library
The customers worth following up with are already on your list.
A self-serve toolkit that helps your winery win back lapsed buyers, dormant customers, and cancelled club members — using templates, scripts, a segmentation workbook, and a simple weekly rhythm. No agency, no new platform, no extra login.
Founding-buyer price. One-time payment, instant download. Price rises as the kit expands.
What this fixes
Most wineries don't have a customer problem. They have a follow-up problem.
The kit is built around the gaps that show up in almost every DTC operation.
Buyers who haven't reordered in a year or more
Lapsed purchasers who used to buy regularly and quietly stopped
Wine club members who cancelled, paused, or are about to
Tasting-room visitors who opted in but never heard back
Discounting that happens before anyone checks whether it needs to
Staff follow-up that depends on who's working that day
No weekly time set aside to review what's working
What you get
Fourteen modules built to be used, not just read.
Everything is something your team can open and act on — send, fill in, follow, or review. You get printable guides plus the underlying copy-paste files.
Campaign Tools
Lapsed Buyer Email Templates · Dormant Buyer Campaigns · Tasting Room Follow-Up Sequence · Wine Club Save Scripts · SMS Template Library
Use these when you know which customer group you want to follow up with this week.
Team Workflow
Offer Library · Weekly Rhythm · KPI Tracker · Staff SOPs · AI Prompt Pack
Use these to choose the right next step, review results, and make repeated work easier to hand off.
In the box
11 printable PDF guides
Customer Segmentation Workbook (Excel)
Copy-paste email & SMS templates
Scripts, checklists & SOPs
CSV data templates
Step-by-step implementation guide
Look inside
Eleven branded guides and a working segmentation workbook.
Each guide is a clean, printable PDF. The workbook is a ready-to-use Excel tool with dropdowns, priority scoring, and a weekly tracker. This is the actual material you receive.
Implementation path
From download to recovered conversations in a week.
You do not need a new platform, agency, or full CRM rebuild. The kit is designed to help a winery team choose a recovery lane, segment the right customers, and start sending practical follow-up within days.
Day 0 — Choose the recovery lane
Pick the highest-value gap first: lapsed buyers, dormant customers, cancelled members, tasting-room follow-up, or VIP reactivation.
Day 1 — Segment the list
Use the workbook to organize customers by recency, value, purchase behavior, club status, and likely recovery potential.
Days 2–3 — Send the first campaign
Adapt the email templates and SMS scripts to your voice, then send a focused recovery sequence to one priority segment.
Days 4–7 — Track replies and repeat
Use the SOPs and tracking sheets to monitor responses, note objections, follow up manually where needed, and roll the system into the next segment.
Start with one segment. Prove the recovery motion. Then repeat it across the rest of your customer base.
The offer
$199
one-time · instant download
The complete Winery DTC Recovery Kit — 14 modules, 11 guides, the segmentation workbook, and every template, script, and checklist, delivered as one download.
The kit is priced to be covered by a small number of recovered customer conversations, then reused across future recovery segments.
Secure checkout via Lemon Squeezy · instant digital delivery · founding-buyer price, increasing as more modules are added.
After purchase
What happens after you buy.
Your checkout and download are handled by Lemon Squeezy. After purchase, you receive access to the complete Winery DTC Recovery Kit as a single download.
Instant digital delivery
Your receipt and download access are sent after checkout. No login, platform setup, or onboarding call is required.
Use it with your existing tools
The kit is designed to sit alongside your CRM, email platform, club software, spreadsheets, and tasting-room workflow.
Licensed for one winery team
Your team can use the templates, scripts, workbook, and SOPs internally for one winery or brand.
File issue? We'll fix it.
If anything is missing, corrupted, or unclear in the download, reply to your receipt email and we'll make it right.
Tool-agnostic
Use it with the systems you already have.
The kit is not another platform to migrate into. It is designed to sit beside your existing winery systems and give your team the templates, segments, scripts, and operating rhythm to follow up more consistently.
CRM and club software
Use the segmentation workbook to decide who to follow up with, then run the campaign through your existing customer database or club platform.
Email and SMS tools
Adapt the templates and scripts to your winery's voice, then send them through the email or SMS tools your team already uses.
Spreadsheets and manual follow-up
For smaller teams, the tracking sheets and SOPs can be used with spreadsheets, inboxes, call notes, and weekly cellar-door follow-up routines.
Tasting-room workflows
Use the scripts and handoff prompts to turn post-visit follow-up into a repeatable habit, not an occasional manual effort.
Built for
Small to mid-sized wineries with a tasting room, club, or DTC channel. DTC managers, club coordinators, tasting-room leads, and owner-operators who want a clearer follow-up rhythm without hiring an agency.
Not built for
Teams looking for a CRM, email/SMS platform, or done-for-you service. Cold outreach, scraped lists, or anything that ignores opt-outs.
FAQ
Questions wineries ask before buying.
How do I get the kit after I buy?
Instantly. Right after checkout you get a secure download link by email with the full kit as a single ZIP.
Will this work for a small winery?
Yes. The kit is designed so a small team can start with one recovery lane rather than trying to rebuild the whole DTC operation. Begin with the clearest gap — lapsed buyers, dormant customers, cancelled members, or tasting-room follow-up — then use the workbook, templates, and tracking sheets to run one focused sequence before expanding.
Is this just generic marketing copy?
No. The kit includes winery-specific segmentation logic, campaign prompts, email templates, SMS and call scripts, SOPs, and tracking sheets built around common DTC recovery moments: lapsed buyers, dormant customers, cancelled members, VIP reactivation, and post-visit follow-up. You still adapt the wording to your winery’s voice, but the operating structure is already mapped out.
What format is everything in?
Printable PDF guides, an Excel segmentation workbook, and editable text files — email and SMS templates, scripts, and checklists — you can copy straight into your own tools. CSV templates are included as a fallback.
Will it work with my CRM, email, and club software?
Yes. The kit sits alongside whatever you already use. It doesn't send messages, store data, or replace your platforms — it gives your team the structure and copy to run recovery inside them.
Is my customer data safe?
Your data never touches the kit. You keep every record inside your own winery-approved systems; the workbook and templates are planning tools you fill in there.
Can my whole team use it?
Yes, within your winery. It's licensed for use by your team at one winery.
What about refunds?
Because the kit is delivered instantly as a digital download, purchases are final. If anything is wrong with your files, reply to your receipt email and we'll make it right.
Safe-use note
Keep customer data inside your own systems. Don't paste records into public AI tools. Check permission, opt-outs, and suppression before sending. Review offers, claims, and shipping eligibility against your state and licensing requirements. Outcomes aren't guaranteed, and nothing here is legal, compliance, tax, privacy, or alcohol-shipping advice.
Read Terms / DisclaimerFounding-buyer offer