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At the conclusion of this course, the student should be able to:
1. Explain the functions and importance of marketing.
2. Conduct market research and develop a marketing plan for a specific wine.
3. Give examples of and describe a variety of wine marketing strategies.
4. Discuss the importance of branding to a product's success in the market.
5. Develop packaging, collateral, and promotional materials for a specific wine.
6. Write an effective media release.
7. Create an effective special events plan for marketing a product or business.
8. Develop a marketing budget.
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I. Introduction to Wine Marketing
A. Wine marketing basics
1. Planning and executing a set of objectives to bring buyers and sellers together so that a sale can take place
2. Economic viability and 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 wine marketing plan
1. Situational analysis
2. Goals and objectives
3. Strategies and tactics
4. Budgets
5. Action plan
6. Evaluation
7. Outline of a marketing plan
II. Wine Marketing Strategy
A. Unique Selling Proposition (USP)
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
III. Wine Market Research
A. Identify 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
IV. Building the Brand
A. Defining a brand
B. Timeframe
C. Importance of branding
D. Components of brand building
V. Packaging/Collateral/Promotional Materials
A. Label and case design and printing
1. Legal requirements
2. Design aspects
B. Media and sales kits
1. Conveying the message
2. Kit contents
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
VI. 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
VII. 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
VIII. Bureau of Alcohol, Tobacco and Firearms (BATF) and Alcoholic Beverage Commission (ABC) Compliance
A. Requirements when selling wine to distributors/retailers
B. Requirements for consumer direct wine sales
1. Varying state requirements
2. Reciprocal vs solicitable
IX. 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
X. Marketing Budget
A. Creating a budget
B. Budget outlines and detailed budgets
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Wine Marketing & Sales. 2nd ed. Wagner, Paul and Olsen, Janeen and Thach, Liz. Board and Bench Publishing. 2016. (classic).