We uncorked new efficiencies for a leading wine distributor
Direct Wines Inc. — South Norwalk, CT
Direct Wines, a leader in personalized wine delivery, partners with prominent brands to manage private-label wine programs—from marketing and labeling to distribution and fulfillment. To better coordinate these cross-functional campaigns, we designed and implemented comprehensive workflows that unified campaign planning, streamlined collaboration across teams, and created clear visibility into initiatives from concept through fulfillment.
5
Teams United
40+
custom Workflows
20+
Teammates trained
Goals
Centralize planning and execution of cross-channel marketing campaigns
Streamline coordination between marketing, creative, and fulfillment teams
Standardize campaign intake, workflow processes, and resource assignments
Solutions
Created a unified fulfillment calendar to coordinate product availability across marketing and distribution teams
Developed an ecosystem of interconnected projects to manage agency relationships and internal processes
Implemented standardized templates and automated workflows for campaign planning and execution
Results
Significantly improved coordination between marketing and distribution teams through centralized fulfillment calendar
Increased efficiency in email marketing production through streamlined workflows and automation
Enhanced visibility and standardization of wine procurement process from purchase through promotion
Hire The Collaborative to plan, implement, and improve your systems and workflows ☀️
Our team loves systems and process challenges. We help refine workflows, train you on best practices, and implement new apps. Connect with us to learn more!
