Vinifera — Wine Club Management Platform

Active Members

1,847

+43 this month

Club Revenue (MTD)

$218K

+8.2% vs last month

At-Risk Members

67

Up 12 from last week

Retention Rate

86.4%

+2.1pt vs last quarter

Fall 2026 Club Release

Scheduled · Ships August 14, 2026

23 days away

Wines
Selected

Inventory
Reserved

Member
Notifications

Billing
Capture

Fulfillment
& Ship

Club Tier	Members	Bottles	Value	Status
Reserve Collection	312	1,872	$74,400	Ready
Estate Select	698	2,792	$97,720	Ready
Discovery Club	837	2,511	$45,198	Pending Notify

AI Churn Watch

43 signals · updated daily

AI

ML

Margaret L.

Reserve · 14 mo

87%

TR

Thomas R.

Estate · 8 mo

79%

SK

Soo-Yeon K.

Discovery · 22 mo

64%

DP

David P.

Estate · 6 mo

58%

Monthly Revenue

$218K+8.2%

Membership Health

New this month+43

Cancelled-19

On pause34

Avg. tenure2.8 yrs

Avg. annual spend$1,420

Churn rate (90d)2.8%

Payment Recovery

18 failed

Auto-retry in progress12 retrying

12 of 18 accounts queued for automatic retry

Recovered (7 days)$8,240

Needs manual action6 cards

All clear — no critical alerts

Your club is running smoothly. Shipments, billing, and inventory all on track.

ML

Margaret Lassiter

Reserve Collection

[email protected] · (415) 882-0451 · San Francisco, CA

$4,820

Lifetime Value

14 mo

Tenure

7

Shipments

3

Add-on Orders

AI Churn Risk

87%

Risk

Last active 22 days ago
0 of 3 emails opened

AI Retention Alert — Action Recommended

Margaret skipped her last 2 shipments, hasn't opened 3 consecutive emails, and tasting room visits dropped from 4/yr to 0. Predicted cancel within 18 days.

Activity Timeline

Shipment skipped — Summer 2026

June 30, 2026

Member skipped via self-service portal. Second consecutive skip. No reason provided.

Email unopened — Summer Release Preview

June 15, 2026

Email unopened — Thank You for Membership

May 2, 2026

Add-on purchase · $186

2× 2023 Cabernet Franc · March 8, 2026

Shipment received — Reserve Spring 2026

$640 · 6 bottles · Feb 14, 2026

Tasting room visit · $220

Last visit: December 2025

No tasting room visits recorded in 2026.

Spend Breakdown

Club shipments (7)$4,218

Add-on orders (3)$412

Tasting room (2 visits)$380

Total Lifetime Value$5,010

Engagement Signals

AI

Email engagementLow (12%)

Portal logins (90d)Medium (35%)

Purchase frequencyDeclining (42%)

Tasting room visitsNone in 2026

Wine Preference Profile

AI Inferred

BoldnessStructured

TanninHigh

AcidityMedium

SweetnessBone Dry

Oak InfluenceHigh

Fruit IntensityDark Fruit

AI Curation Note: Margaret consistently adds Cabernet Sauvignon and Merlot add-ons and has never selected rosé or white wines. Feature Napa Valley reds and aged Bordeaux-style blends in her next personalized offer.

Variety History

Cabernet Sauvignon34 bottles

Merlot18 bottles

Cabernet Franc12 bottles

Red Blend8 bottles

Petit Verdot4 bottles

Avg. bottle price$64

Price sensitivityLow — premium buyer

Club Membership Details

Reserve Collection · Member since May 2025

Next Shipment

Fall 2026 Reserve BoxAug 14

6 bottles · $640 · Ships to San Francisco, CA

Card on file: Visa ····4821 · Exp 09/27

Shipment History

Release	Status	Value
Summer 2026	Skipped	—
Spring 2026	Delivered	$640
Winter 2026	Skipped	—
Fall 2025	Delivered	$620
Summer 2025	Delivered	$580

Staff Notes & Tasks

Sarah M. · Jun 12, 2026Open

Follow up re: Summer shipment skip — called and left voicemail. Member mentioned she was traveling. Suggested pausing rather than skipping.

AI System · Jul 1, 2026AI Alert

Churn model flagged Margaret as high-risk (87%). Second consecutive skip. Recommend personal outreach with exclusive tasting room invitation or loyalty bonus.

Total Shipments (YTD)

14,820

+12% vs last year

Delivered This Release

1,847

98.2% success rate

Failed / Returned

34

22 address issues

Avg. Delivery Time

3.2d

-0.4d vs last release

Fall 2026 Shipment Queue

1,847 shipments · 3 carriers · Processing Aug 14

Select All Send Tracking

Member	Tier	Bottles	Value	Carrier	Tracking #	Status
ML Margaret Lassiter San Francisco, CA	Reserve	6	$640	UPS	1Z9A4E2F0307	Pending
JW James Worthington Portland, OR	Reserve	6	$640	FedEx	7489253847392	In Transit
SK Soo-Yeon Kim Seattle, WA	Estate	4	$340	UPS	1Z9A4E2F0892	Delivered
DP David Park Los Angeles, CA	Discovery	3	$162	GSO	—	Addr. Issue
CR Claire Reynolds Denver, CO	Estate	4	$340	FedEx	7489253849021	Delivered
NB Nicolas Beaumont Austin, TX	Discovery	3	$162	UPS	1Z9A4E2F1204	Label Printed

Showing 1–6 of 1,847 shipments

Carrier Split

UPS Ground892 (48%)

FedEx Home672 (36%)

GSO (CA/NV)283 (15%)

Compliance Coverage

Auto

States shipping to38 of 50

Blocked (dry/restricted)8 states

Compliance verified100%

TTB reports dueAug 31

Failed Shipments

34

Address not found22

Recipient unavailable8

Access code needed4

Annual Recurring Rev.

$2.61M

+14.3% YoY

Avg. LTV per Member

$4,218

+$310 vs last year

12-Month Retention

82.1%

+3.2pt YoY

New Members (YTD)

421

Ahead of pace

Revenue by Club Tier

Last 12 months

Member Growth

Active vs. churned

Cohort Retention Heatmap

% of members still active by signup cohort × months

AI

Cohort

M1

M2

M3

M4

M5

M6

M7

M8

M9

M10

M11

M12

Jul '25

100%

92%

88%

85%

82%

80%

78%

76%

74%

72%

70%

68%

Aug '25

100%

91%

87%

83%

80%

77%

75%

73%

71%

69%

67%

—

Sep '25

100%

93%

89%

86%

83%

81%

79%

77%

75%

73%

—

Oct '25

100%

90%

85%

82%

78%

76%

74%

72%

70%

—

Nov '25

100%

94%

90%

87%

85%

83%

81%

79%

—

Dec '25

100%

92%

88%

85%

82%

80%

78%

—

Jan '26

100%

91%

87%

84%

81%

79%

—

Feb '26

100%

93%

89%

86%

84%

—

Darker = higher retention. AI analysis: Cohorts acquired during harvest events (Nov–Dec) retain 6pt better at 12 months than average.

LTV Breakdown

Reserve Collection$7,840

Estate Select$3,920

Discovery Club$1,640

Blended Avg.$4,218

Churn Drivers

AI

Skipped 2+ shipments41%

Zero email opens (60d)28%

No tasting room visit (1yr)18%

Card payment failed13%

Acquisition Channel Performance

Channel	New Members	Avg. Tenure	Avg. LTV	12-Mo Retention	Cost per Acquisition
Tasting Room Walk-in	218	3.4 yrs	$5,120	88%	$42
Event / Harvest Festival	94	3.8 yrs	$5,840	91%	$88
Website / Organic	72	2.1 yrs	$2,980	74%	$120
Member Referral	37	4.1 yrs	$6,210	93%	$18

Club Tier Configuration

3 active tiers · 1,847 total members

$54/release

Discovery Club

Entry-level, 3 bottles per shipment. Perfect for new wine explorers.

3 bottles per release

Quarterly shipments

10% tasting room discount

Member newsletter

Allocation access

Priority event tickets

837 members

Most Popular

$136/release

Estate Select

Core tier, 4 bottles. Our best value for dedicated wine lovers.

4 bottles per release

Quarterly + optional add-ons

15% tasting room discount

Seasonal newsletter

Early allocation access

Private winemaker events

698 members

$213/release

Reserve Collection

Premium tier, 6 bottles. Exclusive access to library and reserve wines.

6 bottles per release

Bi-annual + custom cadence

20% tasting room discount

VIP newsletter + tasting notes

Priority allocation access

Private winemaker dinners

312 members

Tier Revenue Contribution

Reserve Collection$97.7K / release (45%)

Estate Select$75.0K / release (34%)

Discovery Club$45.2K / release (21%)

AI Insight: Reserve members represent 17% of your base but 45% of revenue. Each 10 upgrades from Estate → Reserve adds ~$7,700/release.

Build-Your-Own Customization Settings

Allow bottle swaps

Members can swap wines before shipment

Allow shipment skip

Keep membership active but skip release

Allow quantity upgrades

Members can add bottles to their shipment

Allow self-service cancellation

Members can cancel without calling staff

Magic link login (passwordless)

One-click portal access via email link

Vintage Allocations

Reserve exclusive inventory for club members before it reaches retail or the tasting room

Bottles Allocated

4,840

Across 6 SKUs

Members Assigned

312

100% Reserve members

Unclaimed (7 days left)

48

Release to retail Aug 1

Current Allocation Window — Fall 2026 Reserve

Allocation window closes August 1, 2026. 48 members have not yet made their selection. An AI-powered reminder email will be sent automatically in 3 days.

SKU / Vintage	Varietal	Vintage	Total Bottles	Reserved	Claimed	Unclaimed	Retail After	Status
2020 Single Vineyard Cab	Cabernet Sauvignon	2020	624	312	284	28	$94	Open
2019 Reserve Blend	Bordeaux Blend	2019	312	156	136	20	$110	Open
2022 Petit Verdot Res.	Petit Verdot	2022	200	100	100	0	$78	Fully Claimed
2023 Winemaker Reserve	Red Blend	2023	500	250	250	0	$88	Fully Claimed

Unclaimed Allocations — Members

Member	Tier	Unclaimed SKUs	Value at Risk
JH Jennifer H.	Reserve	2	$204
RM Robert M.	Reserve	1	$94
AL Amy L.	Reserve	2	$188

Inventory Guard

AI

All club allocations are reserved. No risk of overselling to non-members.

Total reserved for club4,840 btl

Available to retail after Aug 1Unclaimed only

Allocation window closesAug 1, 2026

Projected unclaimed value~$4,700

AI predicts 85% of unclaimed allocations will be claimed if a personalized reminder is sent 5 days before close.

Release Schedule

Full-year calendar for club shipments, events, and allocation windows

2026 Release Calendar

Q1 2026

Spring

CompletedSpring 2026 — All Tiers

Shipped Feb 14 · 1,820 shipments · $215,800 billed

3 clubs 98.3% delivered 31 issues resolved

Q2 2026

Summer

CompletedSummer 2026 — All Tiers

Shipped May 20 · 1,831 shipments · $217,420 billed

3 clubs 98.7% delivered

Q3 2026

Fall ← Now

In ProgressFall 2026 — All Tiers

Billing Aug 12 · Shipping Aug 14 · 1,847 members

Notification sent✓ Discovery, Estate

Notifications pending — Reserve

Q4 2026

Winter

PlannedWinter 2026 — All Tiers

Target: Nov 15, 2026 · Wines not yet selected

Upcoming Milestones

Reserve notification email

Jul 27, 2026 — 2 days

Allocation window closes

Aug 1, 2026 — 7 days

Member customization window closes

Aug 10, 2026

Billing batch run

Aug 12, 2026

Fall 2026 ships

Aug 14, 2026

Events Calendar

Harvest Dinner (Reserve)Sep 12

Fall Release PartyAug 24

Winemaker Q&A (Virtual)Aug 18

Winter Preview TastingOct 10

Fulfillment & Compliance

Label queue, carrier configuration, and state-by-state shipping compliance

Labels Queued

1,847

Ready to print

Compliance Verified

1,815

98.3% auto-verified

Compliance Blocked

32

8 states restricted

TTB Report Due

Aug 31

37 days remaining

Label Print Queue

Member	State	Carrier	Service	Weight	Status
ML Margaret L.	CA	UPS	Ground	14.2 lb	Queued
JW James W.	OR	FedEx	Home	14.2 lb	Printed
SK Soo-Yeon K.	WA	UPS	Ground	9.8 lb	Printed
DP David P.	CA	GSO	Standard	7.3 lb	Addr Error
CR Claire R.	CO	FedEx	Home	9.8 lb	Printed

Carrier Configuration

Rates and routing rules for Fall 2026 release

UPS

UPS Ground

Active

Primary carrier · 892 shipments · Account #4E2F0A · Negotiated rate: $8.42/pkg avg

FDX

FedEx Home Delivery

Active

Secondary carrier · 672 shipments · Account #8B3C2 · Negotiated rate: $9.18/pkg avg

GSO

GSO (CA & NV only)

Active

Regional carrier · CA/NV zones only · 283 shipments · $7.10/pkg avg

State Shipping Compliance Map

Direct-to-consumer permit status by state

Auto-monitored

Allowed (38)

Restricted / Permit req. (4)

Blocked / Prohibited (8)

AL

AK

AZ

AR

CA

CO

CT

DE

FL

GA

HI

ID

IL

IN

IA

KS

KY

LA

ME

MD

MA

MI

MN

MS

MO

MT

NE

NV

NH

NJ

NM

NY

NC

ND

OH

OK

OR

PA

RI

SC

SD

TN

TX

UT

VT

VA

WA

WV

WI

WY

Compliance rules are monitored automatically. You will be notified if any state changes its DTC shipping laws. Next permit renewal: California — Oct 15, 2026.

Communications

Email templates, AI content generation, and send queue

Emails Sent (30d)

12,840

+18% vs prior period

Avg. Open Rate

38.2%

+4.1pt vs industry avg

Click-through Rate

12.7%

+2.3pt vs last month

Unsubscribe Rate

0.4%

Below 0.5% threshold

Email Template Library

📦

Pre-Shipment Notice

38.4% open rate · 847 uses

🚚

Shipment Confirmed

44.2% open rate · 1,820 uses

💔

Churn Risk Save

52.1% open rate · 312 uses

🍷

Winemaker Notes

41.8% open rate · 3,640 uses

🎉

Member Anniversary

61.3% open rate · 1,204 uses

✨

Upgrade Invitation

29.4% open rate · 412 uses

Send Queue

3 pending

Fall 2026 — Reserve Notification

312 recipients · Sends Jul 27

Allocation Reminder — Unclaimed

48 recipients · Sends Jul 29

AI Churn Save — 67 at-risk members

67 recipients · Awaiting approval

AI Content Generator

AI

Email Type

Tone

Target Segment

Recent Campaign Performance

Campaign	Segment	Sent	Open Rate	Click Rate	Revenue Attributed	Sent
Summer 2026 — All Members	All (1,831)	1,831	42.3%	14.1%	$18,420	May 6
Churn Save — Spring Cohort	At-risk (41)	41	56.1%	22.0%	$6,840	Apr 18
Allocation Window Open	Reserve (312)	312	61.5%	38.2%	$42,180	Jul 15
Member Anniversary (June)	Anniv. (84)	84	68.4%	18.9%	$4,220	Jun 1

Loyalty & Rewards

Tier configuration, points rules, and rewards catalog

Points Issued (MTD)

248K

+22% vs last month

Rewards Redeemed

184

$12,400 value

Retention Lift

+8.2pt

Loyalty members vs non

Cellar Masters Members

48

Top tier · $12K avg LTV

Loyalty Tiers

🌱

Vine Member

0–499 points

618 members

Free shipping on 1 order/yr · 5% add-on discount · Birthday email

⭐️

Reserve Circle

500–999 points

1,040 members

15% TR discount · Priority allocation · Seasonal winemaker notes

✦

Cellar Masters

1,000+ points

48 members

20% TR discount · Private winemaker dinners · Complimentary TR visit · Library access

Points Rules

Club shipment received100 pts

Add-on bottle purchase10 pts / $1

Tasting room visit50 pts

Member referral (joined)200 pts

Email click-through5 pts

Profile completed25 pts (one-time)

Event RSVP + attendance75 pts

Bonus: Skip penalty

Deduct points for consecutive skips

AI recommends adding +25 pts for portal logins — members who log in monthly churn 40% less.

Rewards Catalog

🍷

Complimentary Tasting

250 pts

Two guests, any Wednesday–Friday

🎁

Free Bottle Add-on

400 pts

One bottle added to next shipment

🚚

Free Shipping

150 pts

One-time free shipping on any order

🎟️

Harvest Event Ticket

600 pts

VIP access to annual harvest dinner

👨‍🍳

Winemaker Dinner

1,200 pts

Private dinner · 2 guests · Reserve members only

📦

Library Bottle

800 pts

One aged library release wine

🎨

Custom Engraving

300 pts

Personalized label on any bottle

Add Reward

Integrations

Connected apps, webhooks, and API access

S

Stripe

Billing, subscriptions, and failed payment recovery

Connected

Last sync: 2 min ago

Klaviyo

Email marketing, segments, and automation flows

Connected

12,840 contacts synced

S

ShipCompliant

DTC compliance verification and TTB reporting

Connected

38 states covered

UPS API

Label generation, tracking, and address validation

Connected

892 active shipments

FedEx API

Label generation, tracking, and rate shopping

Connected

672 active shipments

P

PayPal / Venmo

Alternate payment method for portal checkout

Connected

Optional at checkout

Google Calendar

Sync tasting room events and releases to members' calendars

Not Connected

Twilio SMS

SMS shipment notifications, two-factor auth

Not Connected

Metabase / Looker

Advanced BI dashboards and custom report exports

Not Connected

API Access

Production Key

Active

vnf_prod_4xKs9…•••••••••••••••••

Sandbox Key

Test Mode

vnf_test_8mRq3…•••••••••••••••••

Webhook Events

member.created

Active

→ https://crm.example.com/webhooks/member

shipment.delivered

Active

→ https://crm.example.com/webhooks/ship

payment.failed

1 error today

→ https://ops.example.com/payments/alert

member.churn_risk

Paused

→ https://slack.example.com/hooks/churn

Settings

Winery profile, team management, billing, and notifications

Winery Profile

Winery Name

DBA / Brand Name

Website

Support Email

Phone

Timezone

Address

Winery Bio (shown on member portal)

Compliance & Legal

TTB License Number

State ABC License

License Renewal Date

Adult Signature Required

Team Members & Roles

Name	Email	Role	Last Login
JG Jeffrey Geronimo	[email protected]	Admin	Today
SM Sarah M.	[email protected]	Club Manager	Yesterday
TK Tom K.	[email protected]	Fulfillment	Jul 22

Subscription & Billing

Current Plan

Vinifera Pro

Active

Up to 2,500 members · All features · $399/month · Renews Sep 1, 2026

Members used1,847 of 2,500

Shipments this month1,847

Overage charge$0

Next invoiceSep 1, 2026 — $399

73.9% of member limit used

Notification Preferences

High churn risk alert

Email me when a member exceeds 70% churn score

Failed payment alert

Notify when a billing batch has more than 5 failures

Shipment exception alerts

Notify on failed delivery or returned package

Weekly summary digest

Every Monday — members, revenue, churn snapshot

New member signup

Real-time email on every new club signup

Member Portal Settings

Portal Domain

Primary Brand Color

Portal Login Method

Member cancellation

Show AI taste recommendations

Display AI-generated wine suggestions in member portal

Security

Two-Factor Auth (staff)

Session timeout

Audit log

Track all staff actions and data changes

Member Portal Preview

As seen by Margaret Lassiter · Logged in via magic link

🍇

Sunridge Estate

Hi, Margaret

ML

Reserve Collection

Welcome back, Margaret

Member since May 2025 · 1,240 Vine Points

7

Shipments

$4,820

Total Spent

1,240

Points

Your Next Shipment

Ships Aug 14

🍷

2020 Single Vineyard Cab

2 bottles · $94/ea

🍾

2019 Reserve Bordeaux Blend

2 bottles · $110/ea

🍇

2022 Petit Verdot

2 bottles · $78/ea

6 bottles · $564 total · Ships to San Francisco, CA

AI Wine Recommendations for You

Based on your purchase history — Napa-forward, structured reds, high-tannin

2021 Library Cabernet

98% match · $124

2020 Winemaker's Reserve

95% match · $98

2022 Estate Merlot

91% match · $72

Vine Points — 1,240

Progress to Reserve Circle (500 pts)Achieved!

Progress to Cellar Masters (1,000 pts)1,240/1,000 ✓

Manage Membership