International Trade Organizations' Marketing Programs and Funding Opportunities Research for Canadian Producers

Project Goals: Research and contact international trade organizations representing wine-producing countries, such as Wines Chile and Wines of Argentina. Gain insights into the marketing programs and funding opportunities they offer for Canadian producers looking to promote their wines. Provide a comprehensive report on available marketing programs, eligibility criteria, and application processes.

Wine Club Opportunities Research, Recommendations, and Influencer Engagement in Canada

Project Goals: Conduct comprehensive research to identify existing wine club opportunities in Canada. Aggregate data on wine clubs, their offerings, and customer bases. Provide recommendations for Touchstone brands on participating in wine club programs. Identify top influencers in the beverage alcohol industry in Canada and detail engagement fees.

Sales and Operational Analysis for Business Plan Development

Project Goals: Collaborate with the management team at Touchstone to create a comprehensive business plan. Evaluate the current financial status and prospects of the organization. Develop multiple future scenarios based on assumptions. Emphasize the value the business plan provides for both current operations and future growth, specifically in forward planning and capital raising efforts.

Development of an Email Marketing Strategy for Wine & Spirits Agency

Project Objectives Database Optimization: Refine and categorize the CRM database and provincial customer list to identify key B2B clients and segment them based on their potential value, preferences, and past interactions. Email Strategy Development: Develop a comprehensive email marketing strategy that includes drip campaigns aimed at engaging B2B clients through various stages of the sales funnel. Pipedrive CRM Integration: Utilize Pipedrive CRM to automate and track email campaigns, activities, and deals, ensuring personalized follow-ups based on client interactions. Performance Tracking and Analysis: Implement a system for tracking the performance of email campaigns (open rates, click-through rates, replies) to refine and adjust the strategy for optimal engagement and conversion. Deliverables Optimized CRM Database: A fully categorized and segmented CRM database ready for targeted marketing initiatives. Email Campaign Strategy Document: A detailed strategy outlining the structure, content, and scheduling of drip campaigns along with guidelines for personalized follow-ups. Pipedrive CRM Configuration Plan: A setup guide for integrating the email strategy with Pipedrive CRM, including automation workflows and activity/deal tracking methods. KPI Dashboard and Analysis Report: A dashboard for real-time tracking of key performance indicators (KPIs) with a comprehensive analysis of campaign performance and recommendations for adjustments.