Wine Business Intelligence Evaluation

"Failure doesn't come by making mistakes in business, it is the inability to make corrections."                                           &… — ***"Failure doesn't come by making mistakes in business, it is the inability to make corrections."***
- *Nicholas Karavidas*

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Wine Business Intelligence Quotient - W.B.I.Q.

The most important task a business can conduct before starting operations is to develop 3 plans. 1) A business plan; 2) A Strategic Plan; 3) A Marketing Plan

Strongly Disagree

Disagree

Neutral

Agree

Strongly Agree

1. When starting your wine business or designing your brand(s), was any research specific to the category of business conducted?

2. Was the decision to start either a winery or brand based on a business response such as,"I am a vineyard owner and need to diversify." or "I've been in the trade and decided to do if for myself now." or "I've been making home wine for a while and thought I could make wine as well as much of the wine out there."?

3. Before designing your brand(s), did you conduct any formal research or conduct a formal "focus group" exercise?

4. When the design process of your wine brand was being done, were you given a choice of several designs to choose from?

5. If given several designs to choose from in the design process, was or were the designs chosen based on personal preference of either yourself or by committee/staff?

If you were not given several options, please choose 'Does Not Apply'

6. Has any research been conducted as to what type of consumers are attracted to your brands?

7. Does your company have a formal policy or procedure for collecting information from purchasing customers?

8. Do you collect an e-mail address from most of your visiting customers?

Whether tasting room, event, bulk wine or service company customers.

9. Do you have a formal policy or procedure to collect personal information from every direct purchasing customer of your products or services?

10. Does your company have a formal Customer Relationship Management (CRM) Software system?

11. If so, does your company have a dedicated person who conducts training and monitors usage of the CRM System?

12. If no formal CRM system is used, is there any system or policy in place to collect and categorize customers, vendors and all types of contacts?

This would be your 'Contacts' on Mac or 'Outlook Contacts', etc., where you are formalizing separate categories of contacts for sales efforts.

13. Does your company have a Direct to Consumer Business plan if a product or Direct Sales Mechanism for services online?

If a service company, this is where you offer either free consultation and/or white paper information to track and follow up prospects and leads.

14. Has your company ever done a segmentation analysis on its customers?

For a service company, this would apply to customers who are attracted to your style of business and/or philosophies.

15. Does your company conduct surveys?

16. Has your company conducted a survey in the last 12 months?

17. Does your company have a Strategic Plan?

This is not your basic business plan.

18. Does your company have a Marketing Plan?

A separate plan from either a business or strategic plan.

19. Does your company use or has it ever used a retained Public Relations or Marketing/Advertising Firm to serve sales efforts?

20. Does your company have more than one dedicated sales or marketing staff member for every 10 employees total?

21. Does your company use any non-bias hired business service company to evaluate performance of its staff or quality of its products?