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I. Introduction to Marketing
A. Definition and importance of marketing
1. Planning and executing a set of objectives to bring buyers and sellers together so that a sale can take place
2. Economic viability = profitability
B. Importance of marketing planning
1. Determine if a profitable market exists
2. Identity of target market
3. How to reach the target market
C. The 5 Ps of marketing
1. Product
2. Place
3. Price
4. Promotion
5. Positioning
D. Developing a marketing plan
1. Marketing situational analysis
2. Marketing goals and objectives
3. Marketing strategies and tactics
4. Budgets
5. Action plan
6. Evaluation
E. Outline of a marketing plan
II. Agricultural Marketing
A. Food consumption and marketing
B. Food processing and marketing
C. Food wholesaling and retailing
D. Niche Marketing
1. Right product to the right person at the right time
2. What makes a niche market worthwhile for the farmer?
a. Accessible information about the group
b. Group reachable through identified information channels
c. group must be big enough and sufficiently profitable to make it work targeting
d. Nature of a niche market is that it tends to disappear after a time
3. Examples of products
a. Specialty crops (unusual, difficult to mass produce)
b. Bundled products (tea, herbs, salsa fixings)
c. Aligned products (cheese and honey with vegetables)
d. Market-responsive products (organic, local, ethnic)
e. Trend-responsive products (South Beach Diet vegetables)
E. Value-added marketing
1. Processing or modifying the product
2. Growing something in a way that is acknowledged as safer
3. Adding a component of information, education, or entertainment
F. Direct or relationships marketing
1. Farmer's markets
2. On farm sales and roadside stands
3. Internet and mail order
4. Restaurants and direct to retail stores
5. Collaborative marketing groups
6. Community supported agriculture (CSA - subscription form)
7. On-farm sales and agritourism
8. Institutional marketing and farm-to-school programs
G. Functional and Organizational Issues
1. Organization of markets for food
2. Cooperatives in the food industry
3. Market power and bargaining associations
4. Market information
5. Standardization and grading
6. Transportation
7. Storage
III. Wine Marketing
A. U.S.P. - Unique Selling Proposition
1. Points of differentiation
2. Weaving a story to build the brand
3. Pricing the product
B. Image
1. Principle of image
2. Current trends
IV. Market Research
A. Who are your customers?
1. Trade demographics
2. Consumer demographics
B. Know the market areas - locally, nationally, internationally
1. Wholesale distributors/brokers
2. International marketing
3. Retailers/restaurants
4. Consumer direct
V. Building the Brand
A. What is the brand?
B. How long does it take to build a brand?
C. Why is branding so important?
D. What are the components of brand building?
VI. Packaging/Collateral/Promotional Materials
A. Label and case design and printing
1. What is allowed by law on a label
2. Design aspects
B. Media and sales kits
1. What is the message
2. What information should the kit contain
C. Point of sale
1. Sell sheets
2. Neck hangers, shelf talkers, table tents
D. Media releases
1. Content
2. Format
E. Brochures
1. Consumer
2. Trade
F. Photography
1. Choosing a photographer
2. Getting the best shots
G. Building relationships with artists and writers
H. Creating materials consistent with the image
I. Website production and maintenance
1. Design and creation of the web
2. Keeping the site up to date
3. Selling on the web, pros and cons
VII. Three Tier System for Wine Marketing
A. Distributors
1. Finding wholesale distribution channels
2. When to appoint a distributor
3. Working with distributors
B. Brokers
1. Inside California
2. Outside California
C. Retailers
1. Major chain retailers
2. Independent retailers
3. Grocery retailers
VIII. Consumer Direct Marketing of Wine
A. Through the winery
1. Using the tasting room to market product
2. Tours and consumer events
B. Through Clubs
1. Wine clubs
2. Special buyer clubs
C. Through direct mail
1. Newsletters
2. Special interest mailers
IX. Compliance
A. BATF/ABC requirements when selling wine to distributors/retailers
B. BATF/ABC (Bureau of Alcohol, Tobacco and Firearms / Alcoholic Beverage Commission) requirements for consumer direct wine sales
1. Different requirements for each state
2. Reciprocal does not necessarily mean solicitable
X. Special Events
A. Events at the winery
1. Define the audience - trade, media, or consumer
2. Planning and execution of events
3. Using the event to promote the product and brand
B. Multi-winery events
C. Events away from the winery
1. Selecting key markets
2. Participating in national wine related events
D. Event promotion
XI. Budget
A. Creating a marketing budget
B. Broad outline budget
C. Detailed budget