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Wine Consulting Services for Organizations

We guide our clients through a world-class consultation experience as they expand their wine portfolio and programs.

Clients we serve include Wine Shoppes, Grocery Stores, Restaurants, Country Clubs, Golf Courses, and more!

Wine Cellars


Phase 1: Free Initial Consultation

First, we will develop an understanding of your current program(s). Second, we will discuss goals and objectives for the future. In this discussion, we will:

  • Create a custom Clientele Profile

  • Create a Balanced Wine List based on said profile

  • Create a proactive Wine Purchasing Plan (which incorporates proper buying strategies, seasonal purchases, and pricing)

  • Address Proper Storage, Inventory Control, Menu Pairing, and Staff Education

For Wine Shoppes and Grocery Stores, we will also address the following:

    • Intentional Buying vs. Sales Buying

    • Seasonal Buying

    • Proper Product Mix

    • Cost of Product

    • Mark-up

    • Margin

    • Wine Tastings

    • Staff Training

    Phase 2: Vision and Design

    We will develop a vision and custom design a program based on your goals and objectives as well as industry best practices.

    Phase 3: Implementation

    We will implement strategies to efficiently and effectively fulfill the vision and mission of you, our client.

    Phase 4: Evaluation

    We will establish a short term and long-term process to ensure goals and objectives are realized.

    To learn more about Consulting for Organizations, please reach out. 

    Client Spotlight: We worked with an upscale grocery chain, helping them select and purchase high-quality wines of all price ranges. Their wine department realized an annual growth of 30%.


    Corporations and Nonprofits have unique needs. We have worked with Fortune 100, Fortune 500, Local, and Regional Companies as well as Builders, Architects, Interior Designers, Realtors, Insurance Companies, Financial Planners, and more to create state-of-the-art, custom wine programs.

    Phase 1: Free Initial Consultation

    • Determine the breadth of services for clients, employees, salesforce and donors.
    • Sample services include wines, wine tastings, wine dinners, tasting gift certificates, staff recognition, client appreciation, etc.

    Phase 2: Design and Implement Program

    • Develop a custom program to meet your needs

    Phase 3: Evaluation

    • Debrief with client
    • Provide feedback to client
    Are you the leader of a corporation or nonprofit? Set up your free consultation today!