Ranked by expected revenue impact. Every recommendation ships with the reasoning and a message your team can approve in one click.
$420 spent in 90 days · Cabernet affinity
Invite to Reserve Club
3 purchases in 90 days + Cabernet affinity + attended 2 events. Club probability 61%.
Sarah, we just received the 2022 Reserve Cabernet you loved at the Harvest Dinner. Reserve Club members get first allocation plus a private barrel tasting for four — I saved two bottles under your name through Sunday.
Club member · declining engagement · 112 days since purchase
Personalized re-engagement
Zero clicks since April, one skipped shipment, still opens email. Churn risk 72%.
John, it's been a while since we poured for you. Your next Reserve allocation is ready for pickup and I'll add a magnum of the Estate Merlot on us if you come by before the 30th.
High-value visitor · no purchase · visited 3 weeks ago
Follow up with the wine she preferred
Tasting-room notes flag Rosé of Grenache; group of 6, no purchase captured at the bar.
Lisa, the 2023 Rosé of Grenache you kept coming back to just hit the shelf. Want me to ship a three-pack to San Francisco, or hold it for your next visit?
$610 in 90 days · never attended an event
Invite to Winemaker Dinner
Top-decile spend, allocation buyer, within 68 miles, zero event attendance.
Priya, we're pouring a 2016–2022 Reserve Cabernet vertical at the October winemaker dinner. Two seats are yours if you want them.
Skipped shipment · heat-sensitive shipper
Offer shipment modification
Skipped summer shipment citing heat. Modification offers recover 68% of skips.
Mike, we can move you to cool-season shipments so your Petite Sirah never travels in the heat. Want me to switch it now?
Email inactive 90 days · 156 days since purchase
Win-back campaign
No opens in 90 days, joined via concert night — re-engage with an experience, not a discount.
Tom, harvest starts Friday and we're picking the Zinfandel block you walked last summer. Come pick with us — bring a friend.