Start Here Implementation Guide
PDFPlain-English setup guidance showing what to open first, how to use the workbook, and how to run the first recovery lane.
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: $199 USD. One-time payment and instant digital download.
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
Inside the kit
Six working components to run one recovery lane.
Customer Segmentation Workbook
XLSXExcel-safe workbook for organizing customers, selecting segments, scoring priority, and tracking follow-up.
Email Copy Packs
PDFCopy-ready email sequences for lapsed buyers, dormant customers, tasting-room follow-up, and cancelled club members.
SMS and Call Scripts
PDFPermission-first SMS examples and staff save scripts for practical follow-up moments.
Offer + Compliance Checklists
PDFOffer ideas, wording checks, and conservative review notes to use before outreach.
Weekly Operating System
PDFWeekly rhythm, KPI tracking, and staff handoff process to keep recovery work moving.
Implementation path
From download to recovered conversations in a week.
You do not need a new platform, agency, or full CRM rebuild. The kit helps a winery team choose a recovery lane, segment the right customers, and start 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 move into the next segment.
Start with one segment. Prove the recovery motion. Then repeat it across the rest of your customer base.
Tool-agnostic
Use it with the systems you already have.
The kit is not another platform to migrate into. It sits beside your existing winery systems and gives 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, use the tracking sheets and SOPs with spreadsheets, inboxes, call notes, and weekly tasting-room 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.
The offer
$199
USD · one-time · instant download
The complete Winery DTC Recovery Kit — five practical PDF guides, the Excel workbook, a Read Me file, and optional editable source files, 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 · licensed for internal use by one winery team.
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, contact support@recoverysystemslibrary.com and we'll make it right.
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 complete kit as a single download.
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 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. You still adapt the wording to your winery’s voice, but the operating structure is already mapped out.
What format is everything in?
Five practical PDF guides, an Excel customer segmentation workbook, a Read Me text file, and an optional editable-source ZIP for internal adaptation.
Will it work with my CRM, email, and club software?
Yes. The kit sits alongside whatever you already use. It does not 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. Keep every record inside your own winery-approved systems; the workbook and templates are planning tools for your internal workflow.
Can my whole team use it?
Yes, within your winery. It is licensed for internal use by one winery team or brand.
What about refunds?
Because the kit is delivered instantly as a digital download, purchases are final except where required by applicable law. If anything is wrong with your files, contact support@recoverysystemslibrary.com and we will make it right.
Safe-use note
Keep customer data inside your own systems. Do not paste records into public AI tools. Check permission, opt-outs, and suppression before sending. Review offers, claims, and shipping eligibility against applicable requirements. Outcomes are not guaranteed, and nothing here is legal, compliance, tax, privacy, licensing, financial, or alcohol-shipping advice.
Read Terms / DisclaimerFounding-buyer offer