This morning I spoke to a crowd of about 40 participants at a wine marketing workshop hosted by Oregon Wine Board. The focus was on outlining the key elements of a business plan, drilling into the specifics of the marketing plan, and discussing best practices for getting started, implementation and creating a culture that seeks continuous improvement. I was impressed by the good comments from the crowd and thoughtful questions. If you would like a copy of the presentation, please email me.
Katherine Cole, wine writer for the Portland Oregonian, also posted a piece on marketing wine to women which quoted me. When asked about my thoughts on the subject, my mind immediately went back to a period in my marketing life where I was put in the unenviable position of promoting low-carb wine. (Not a good feeling considering that I knew it would be ridiculed by the press -- the worst is that one of these articles lives on to this day.) While this wasn't specifically aimed at only women, it is yet another example of trying to take advantage of a fad versus truly creating something meaningful for one's target audience.
It's important to keep in mind that my comments were directed toward the Oregon wine industry specifically. I do not have sales data on Bitch wines, so there is a possibility that the brand may be going gangbusters in its selected target market. In the end we're all in business so if Bitch is a creation women are buying and loving, more power to them. For Oregon, however, where the costs tend to be higher and the output lower, I do not see this as an effective way to reach women.
8.24.2010
8.05.2010
"If you don't ask, you don't receive"
This year I've completed a number of market research surveys for Stoller Vineyards. When the project began I surveyed the wine club and brand managers to get feedback on topics ranging from wine quality, pricing and value to brand communication and sales materials. We also studied visitor experience and perceptions. I then used this feedback to develop a SWOT analysis and the 2010 marketing strategy, which means it is considered for brand messaging in ads, media relations and social media, as well as how we develop consumer and trade programs. In other words, it is used on a daily basis.Today I finished analyzing another survey of Stoller club members regarding events and soon I will begin a series of surveys for a new client, Chehalem. Market research is a pursuit I enjoy, but more importantly, it is very valuable to wine businesses. Don Morgan of GMA Research, a fellow speaker at the June Southern Oregon wine marketing conference, puts it best: "Positioning is what brands aspire to... market perception is reality." He also noted that the most critical market research question is whether or not your customers or clients would recommend you.
As a marketing strategist, my role is to survey market perception, build or re-build positioning (and reality) based on this feedback. Too many consultants have a tendency to come in and change everything without a true basis for their recommendations. While not every decision should be made with a survey set -- best practices do exis, this approach can be financially wasteful and ignores what the current organizational strengths. A good marketer should seek to understand before she seeks to improve.
PS - I do also practice what I preach. In a recent survey of all of my past and current clients, here's what I learned:
* 100% would recommend Trellis Wine Consulting either "very highly" (57%) or "highly"
* 86% rated my service's quality, integrity and professionalism "excellent" -- for value I received "excellent" on 57% of responses
* the two most important factors in selecting my company were its wine focus and the ability to work directly with me (versus an account executive) -- no one rated location in Portland or my references as important
I also learned more about my strengths and challenges on the open-ended questions. This feedback is very helpful to me as I continue to grow my business and plan for the future. One of the challenges of being an independent service provider is that unless I ask for feedback, I don't get it!
I also learned more about my strengths and challenges on the open-ended questions. This feedback is very helpful to me as I continue to grow my business and plan for the future. One of the challenges of being an independent service provider is that unless I ask for feedback, I don't get it!
7.12.2010
Your First Wine Tasting Trip
Do you remember it? I think mine was a Sunday afternoon drive to Sonoma with visits to Domaine Carneros and Cline Cellars in August of 2000... Well, actually, that's not true -- it was while studying in France in 1998: I had arrived early for a program through Duke at La Sorbonne and decided to head to Bordeaux. While there I booked a tour through the Office du Tourisme and ended up on a bus with 30 plus people from around the world. We visited Chateau Myers and Chateau Croizet Bages plus a third which I couldn't locate in my picture album. There was also a tremendous lunch in a cheese cave. The only sad thing is, I didn't care for cheese back then -- my how much has changed!
I recently learned that two wine-loving friends (who moved to the Northwest from the Bay Area about two years ago like we did) had never visited a winery. I couldn't believe it, especially given how much wine we've shared with them. I took this as a personal challenge and offered to serve as tour guide. Planning our excursion was a pleasure since enjoying wine is of course one of my great loves.
We began the day with Sheila Nicholas of Nicholas Vineyard and Anam Cara Cellars. She and her husband, Nick, purchased the Chehalem Mountains property in 2001 and transitioned it from a run-down walnut orchard to the beautiful vineyard it is today. Sheila gave us a delightful glass of 2008 Riesling before we headed out for a vineyard walk to check on vine development and learn what truly goes into tending a vineyard (HARD work).
After the walk, we returned inside for a tasting of two 2007 Pinot Noirs -- Estate and Estate Reserve, plus a Gewurtztraminer ice wine. I loved the rich, ripe red apple flavors of the Riesling (which by the way is a dry style) and the earthy, dusty and mineral notes I got from both Pinot Noirs. The Estate Reserve needs some time to open up -- we shared this over a lamb dinner and it was fantastic. The Gewurtz is just plain yummy. So we of course had to purchase all of them.
The next two stops in Dundee were for lunch. The gentlemen had to have Huckabee's BBQ and the ladies decided on Farm to Fork takeaway including a couple of their baguette sandwiches, Manchego cheese and duck pate. There's not much better for a sunny day picnic than Chef Paul Bachand's cuisine.
The perfect spot in the Willamette for a picnic is Stoller Vineyards*, located a couple of miles south of Farm to Fork in Dayton. Here we enjoyed the 2009 JV Rose with our lunch and the warm hospitality of Tasting Room Manager, Emily Olds, and Hospitality Associate, Serena McCauley. It is quite a setting with some sharing picnics and the panoramic views, others playing disc golf or settling into the Adirondack chairs, and everyone just relaxing and experiencing the wines. (Most wineries simply have you "belly up" to the bar -- I prefer those who offer you something special, a memory or a unique take.) Stoller is not a place you want to rush through; a good two hours is about right.
The 2007 JV Pinot Noir is a great wine to serve with a slight chill in the summer if you insist on drinking red on a hot summer day. Our friends were in a white wine mood, so they bought both the JV and SV Chardonnays to compare. I can't get enough Rose, which always sells out; so I left with more.
We ended our day with an appointment with the Manager, Courtney Shields, and her dog, Mac, at Soter Vineyards . I always tell people that Stoller is a "wow" experience because you have this unexpected beautiful property atop a winding hill. Soter is a similar feeling but here you are even more removed since you reach it up a long, winding gravel drive. When you walk into the open air tasting room, you immediately relax with the serene cross breeze. It is a place where you pause, take a deep breath, and just enjoy being. (Note that you need an appointment to do so.)
Here we enjoyed the 2005 Brut Rose, 2008 Northstar Pinot Noir, and a truly interesting mini-vertical of the Mineral Springs Pinot Noir (always nice to follow a wine writer -- Bruce Sanderson of Wine Spectator had been by earlier in the day so some library wines happened to be open). Tony Soter also makes a delicious Cabernet Franc from his Little Creek Vineyard in Napa.
We are most appreciative of the people who helped me make this great day happen!
*PS -Stoller is a client of mine. And yes, it would still be the best place for an afternoon picnic in the Willamette Valley even if it weren't. Check it out for yourself and definitely let me know if you feel otherwise!
I recently learned that two wine-loving friends (who moved to the Northwest from the Bay Area about two years ago like we did) had never visited a winery. I couldn't believe it, especially given how much wine we've shared with them. I took this as a personal challenge and offered to serve as tour guide. Planning our excursion was a pleasure since enjoying wine is of course one of my great loves.
We began the day with Sheila Nicholas of Nicholas Vineyard and Anam Cara Cellars. She and her husband, Nick, purchased the Chehalem Mountains property in 2001 and transitioned it from a run-down walnut orchard to the beautiful vineyard it is today. Sheila gave us a delightful glass of 2008 Riesling before we headed out for a vineyard walk to check on vine development and learn what truly goes into tending a vineyard (HARD work).After the walk, we returned inside for a tasting of two 2007 Pinot Noirs -- Estate and Estate Reserve, plus a Gewurtztraminer ice wine. I loved the rich, ripe red apple flavors of the Riesling (which by the way is a dry style) and the earthy, dusty and mineral notes I got from both Pinot Noirs. The Estate Reserve needs some time to open up -- we shared this over a lamb dinner and it was fantastic. The Gewurtz is just plain yummy. So we of course had to purchase all of them.
The next two stops in Dundee were for lunch. The gentlemen had to have Huckabee's BBQ and the ladies decided on Farm to Fork takeaway including a couple of their baguette sandwiches, Manchego cheese and duck pate. There's not much better for a sunny day picnic than Chef Paul Bachand's cuisine.
The perfect spot in the Willamette for a picnic is Stoller Vineyards*, located a couple of miles south of Farm to Fork in Dayton. Here we enjoyed the 2009 JV Rose with our lunch and the warm hospitality of Tasting Room Manager, Emily Olds, and Hospitality Associate, Serena McCauley. It is quite a setting with some sharing picnics and the panoramic views, others playing disc golf or settling into the Adirondack chairs, and everyone just relaxing and experiencing the wines. (Most wineries simply have you "belly up" to the bar -- I prefer those who offer you something special, a memory or a unique take.) Stoller is not a place you want to rush through; a good two hours is about right.
The 2007 JV Pinot Noir is a great wine to serve with a slight chill in the summer if you insist on drinking red on a hot summer day. Our friends were in a white wine mood, so they bought both the JV and SV Chardonnays to compare. I can't get enough Rose, which always sells out; so I left with more.
We ended our day with an appointment with the Manager, Courtney Shields, and her dog, Mac, at Soter Vineyards . I always tell people that Stoller is a "wow" experience because you have this unexpected beautiful property atop a winding hill. Soter is a similar feeling but here you are even more removed since you reach it up a long, winding gravel drive. When you walk into the open air tasting room, you immediately relax with the serene cross breeze. It is a place where you pause, take a deep breath, and just enjoy being. (Note that you need an appointment to do so.)
Here we enjoyed the 2005 Brut Rose, 2008 Northstar Pinot Noir, and a truly interesting mini-vertical of the Mineral Springs Pinot Noir (always nice to follow a wine writer -- Bruce Sanderson of Wine Spectator had been by earlier in the day so some library wines happened to be open). Tony Soter also makes a delicious Cabernet Franc from his Little Creek Vineyard in Napa.
We are most appreciative of the people who helped me make this great day happen!
*PS -Stoller is a client of mine. And yes, it would still be the best place for an afternoon picnic in the Willamette Valley even if it weren't. Check it out for yourself and definitely let me know if you feel otherwise!
6.29.2010
Blogger's Conference
I spent this past weekend in Walla Walla at the wine blogger's conference. My reasons for attending were two-fold, to present Stoller's 2007 JV Pinot Noir during a live tweet red tasting and to network and learn. Happy to report that the wine showed very well -- our main goal was building awareness. The follow up is measuring an increase in that awareness and translation to sales -- hardly a mathematical equation, but an important step for analyzing return on marketing investment nonetheless.
As far as learning how to improve my blog, the conference was less useful since I write primarily about business matters and to a very (intentionally) limited audience. The vast majority of attendees were non-industry and focused on learning about wine and educating/reviewing. However; when viewed from a macro level in terms of increasing overall consumer awareness of and appreciation for wine, the conference and social media in general are a great movement for the industry.
It was very well organized and the Saturday field trips were a highlight. Our group visited Forgotten Hills vineyard which supplies Waters, made a pit stop at Cailloux vineyard owned by Cristophe Baron of Cayuse (my personal favorite 5 minutes!) and Walla Walla Vintners where we walked to Leonetti's Mill Creek Upland vineyard. We then lunched at Cougar Crest.
Spending some one-on-one time with traditional media proved to be an unexpected benefit. Unfortunately, I missed Steve Heimhoff's Friday introduction given a delay in leaving, but I did enjoy Lettie Teague's keynote on Saturday evening. She was genuine, positive, funny and quite refreshing. I've loved reading her column in Food and Wine over the years and will be following her at Wall Street Journal. Paul Gregutt generously invited me to a tasting of older Washington reds which demonstrated the aging potential of these wines. My two favorites were a 1994 Chateau Ste. Michelle Merlot and 1998 Wineglass Cellars Cabernet Sauvignon.
Below are Cayuse's Cailloux and Leonetti's Mill Creek Upland Vineyards
As far as learning how to improve my blog, the conference was less useful since I write primarily about business matters and to a very (intentionally) limited audience. The vast majority of attendees were non-industry and focused on learning about wine and educating/reviewing. However; when viewed from a macro level in terms of increasing overall consumer awareness of and appreciation for wine, the conference and social media in general are a great movement for the industry.
It was very well organized and the Saturday field trips were a highlight. Our group visited Forgotten Hills vineyard which supplies Waters, made a pit stop at Cailloux vineyard owned by Cristophe Baron of Cayuse (my personal favorite 5 minutes!) and Walla Walla Vintners where we walked to Leonetti's Mill Creek Upland vineyard. We then lunched at Cougar Crest.
Spending some one-on-one time with traditional media proved to be an unexpected benefit. Unfortunately, I missed Steve Heimhoff's Friday introduction given a delay in leaving, but I did enjoy Lettie Teague's keynote on Saturday evening. She was genuine, positive, funny and quite refreshing. I've loved reading her column in Food and Wine over the years and will be following her at Wall Street Journal. Paul Gregutt generously invited me to a tasting of older Washington reds which demonstrated the aging potential of these wines. My two favorites were a 1994 Chateau Ste. Michelle Merlot and 1998 Wineglass Cellars Cabernet Sauvignon.
Below are Cayuse's Cailloux and Leonetti's Mill Creek Upland Vineyards
6.25.2010
Grapevine Article and Latest TWC News
Grapevine recently published my article, The True Meaning and Value of Marketing, in its May-June issue. I examine the differences between sales and marketing, demonstrating how the former is what moves the boxes and the latter what creates demand for them. Then I go on to examine the components of a marketing-driven sales strategy.
Also, check out my latest bi-monthly newsletter where I discuss what your label should and shouldn't do for your wine brand, some website tips and a new section, industry spotlight, featuring some of my favorite graphic designers.
Also, check out my latest bi-monthly newsletter where I discuss what your label should and shouldn't do for your wine brand, some website tips and a new section, industry spotlight, featuring some of my favorite graphic designers.
6.19.2010
(My) Washington Wine Competition Winners
I had the pleasure of judging Washington's Sunshine wine competition on June 12. My panel, headed up by Andy Perdue of Wine Press Northwest, saw Viognier, white blends, Pinot Noir, Cabernet Sauvignon, Bordeaux blends, dessert whites and fruit wines. As usual, Washington Cabernet Sauvignon shined.Below is a list of my favorite wines with tasting notes and two medal notations -- the one I personally awarded and the wine's ultimate award given by the panel.
In wine competitions, everything is done "blind", so we only know what variety and perhaps vintage we're tasting. First, individual judges taste and note their scores (you'll see my notes below are not full reviews because we only have 30 seconds to a minute to evaluate each wine). After each flight, the panel discusses the individual wines and must come to agreement on a final medal.
2006 Le Chateau Bordeaux Blend - aromas of blueberry, graphite, cedar and cassis; smooth, pretty and integrated on the palate with a soft finish (Gold from me and overall)
2007 Foxy Roxy Vixen Bordeaux Blend - earth, moss, and blackberry aromas with a similar palate offering dusty tannins; nice finish (Gold from me; Silver overall)
2007 William Church Sur La Mer Bordeaux Blend - pencil shavings, deep blackberry fruit with a little rhubarb burst; palate has herbal, coffee and raspberry notes; nice lingering finish (Gold from me; Silver overall)
2006 Robert Karl Cellars Cabernet Sauvignon - sweet black cherry, cigar box and herbal aromas -- great blend; good depth and finish (Silver+ from me; Gold overall)
2006 Portteus "Old Vine" Cabernet Sauvignon - graphite and sweet curing tobacco aromas (reminds me of home in NC); awesome black fruit, minty, herbal and graphite flavors; good tannic structure and complexity (Gold from me*; Silver overall)
* We had so many Cabernets and Bordeaux blends that we actually judged two rounds of each. The first was a "retain/eliminate" round where we decide collectively whether or not to send the wine to the medal round. This makes it interesting because I have two sets of notes on every wine. Since I remember liking this one so much, I went back to my "retain/eliminate" notes to see if I was consistent. Indeed I had given it a "retain ++" and noted its "herbal, older world style with mint and leather and nice graphite". It retails for $38.2007 William Church Cabernet Sauvignon - apparently I like this producer's style -- stewed black fruits, cedar, tobacco; silky and slightly spicy palate with nice mouthfeel (Silver+ from me; Gold overall)
2007 Rio Vista Cabernet Sauvignon - graphite, dusty black fruit and cedar aromas; very nice integrated fruit on palate with good tannin level; doesn't have a super long finish but I like it (Gold from be; Bronze overall)
2008 Kiona Chenin Blanc Ice Wine - very deep gold color with nose of golden delicious apple, pear flambée, and a hint of very ripe cantaloupe; honeyed on the mouth with a little fresh spritz (Gold from me and overall)
2007 Northwest Totem Cellars Viognier Ice Wine - tangerine, white peach, lavender with a hint of fresh cut grass; nice mouthfeel with hint of acidity (Gold from me and overall)
2008 Kestrel Semillon Ice Wine - nose of rose petal, tangerine,and a little fresh hay -- very pretty (Silver+ from me; Bronze overall)
For a complete listing of winners, visit the Sunshine & Wine competition website.
2007 Rio Vista Cabernet Sauvignon - graphite, dusty black fruit and cedar aromas; very nice integrated fruit on palate with good tannin level; doesn't have a super long finish but I like it (Gold from be; Bronze overall)
2008 Kiona Chenin Blanc Ice Wine - very deep gold color with nose of golden delicious apple, pear flambée, and a hint of very ripe cantaloupe; honeyed on the mouth with a little fresh spritz (Gold from me and overall)
2007 Northwest Totem Cellars Viognier Ice Wine - tangerine, white peach, lavender with a hint of fresh cut grass; nice mouthfeel with hint of acidity (Gold from me and overall)
2008 Kestrel Semillon Ice Wine - nose of rose petal, tangerine,and a little fresh hay -- very pretty (Silver+ from me; Bronze overall)
For a complete listing of winners, visit the Sunshine & Wine competition website.
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