Technology · Strategy · Data
I work at the intersection of technology, strategy, and data analysis, transforming your sales, customer, and inventory data into a growth engine that compounds, turning insight into profit.
Vintage IQ
Most wineries are sitting on the data they need to grow faster, but it's scattered across POS, e-commerce, club, and wholesale systems that don't talk to each other. I bring those sources together, find where revenue is leaking and where it's hiding, and build a technology-enabled strategy to capture it. The result is fewer guesses, faster decisions, and a growth engine you can actually run.
Approach
Each discipline is valuable on its own. Together, they become the system that moves revenue.
Where the growth comes from: portfolio, pricing, channel, and customer decisions tied directly to revenue, not guesswork.
The systems that make it run and the foundation for AI. I select and integrate the right DTC, CRM, and analytics stack so your data is clean, connected, and ready to power effective AI workflows.
The evidence behind every move: unifying sales, customer, and inventory data to show what's working, what's leaking, and where to grow next.
Strategy without data is a guess. Data without technology stays trapped in spreadsheets. Technology without strategy is just spend. Revenue growth lives where all three meet, and that's where I work.
Where it lands
Portfolio analysis scoring each wine by margin, velocity, and strategic role.
Data-driven pricing benchmarked against market comps, tuned channel by channel.
Channel and technology strategy that lifts throughput in your highest-value channels.
A customer growth engine built on lifetime value, acquisition cost, and retention.
Services
Your data, decoded
A complete analysis of your sales, customer, and inventory data across all channels. You get a clear picture of where revenue is being made and lost, plus a prioritized roadmap of the highest-impact growth opportunities.
Best for: wineries who want clarity and a plan before a larger engagement.
Insight into a 90-day plan
Everything in the Assessment, plus a tailored strategy across portfolio, pricing, channels, and customer growth, with the technology recommendations to execute it and a 90-day implementation roadmap.
Best for: wineries ready to act on a focused, near-term growth plan.
Revenue, month over month
An embedded strategist driving growth: continuous data monitoring, strategy refinement, technology implementation support, and hands-on execution across your four growth levers. Monthly reporting and a standing strategic cadence.
Best for: wineries who want a long-term partner accountable to growth.
Specialized Engagements · Scoped on request
Selecting and standing up the right DTC, CRM, and analytics stack, then making it work end to end.
Building customer segments that actually drive targeting, messaging, and lifetime value.
Turning scattered, messy data across POS, e-commerce, club, and wholesale into one clean, connected source of truth.
Matching production, allocation, and inventory to real demand signals to protect margin and sell-through.
About
Strategy, technology & data for premium wineries
I've spent over 15 years turning data into revenue growth across wine, agriculture, and tech, working where strategy and technology meet. As Director of Marketing and DTC at DuMOL Winery, I grew revenue 45% and the customer base 35% in three years. At Kosta Browne, I optimized one of the industry's most successful allocation programs while maintaining 100% sell-through.
I bring an outside perspective grounded in deep operational knowledge, helping wineries build the analytical and technical foundation that makes sustainable growth possible. Based in Napa, I also own Pezzato Wines with my husband, so I understand the challenges from both sides of the table.
Let's Talk
Whether you want a focused data assessment or a strategic partner to build your growth engine, I'd love to hear from you.