Clubs: Mastering Pre-Processing
This course provides a step-by-step guide for what needs to be done prior to processing your club. We recommend downloading all the included materials and adjusting the best practices to your particular build.
Recommendations for Planning Out Your Pre-Processing Timeline
6 Week Pre-Processing Steps
Pre-Processing Timeline and Checklist
Clearing Out Old Tools and Validating Season
Building Out Emails
Auto-Populating Tags Documentation and Download
Building Processing Tools
Activating Seasons and Member Accounts
Sending First Email and Building Report
Sending Second Email and Member Outreach
Week 4 Overview and Sending out Third Email
Pre-Processing Inventory Report Builds
Closing Customization Window, Sending Final Email, and Moving Inventory
Recommended Classes to Take Next
In this course, we guide you through the best practices and follow-up steps that we recommend you take after a club processing. Learn how to exchange bottles, flip pick up orders to ship, and much more.
Free
Discover best practices for building and managing club member promos within WineDirect. Walk through building tiered club member promos, temporary promos, and tips for organizing promos.
Free