ADVISORY SERVICES
Other Ways I Can Help
B2B online Marketing: online marketing support (Meta, tiktok, linkedin, substack, youtube, email marketing, sms marketing, ad creation, content creation, post scheduling)
Email Advisory: 2 email interactions/month, solving up to 4 problems/month
Founder Advisory: 2 calls/month (up to 1 hour each-problem solving/coaching)
Social Media Influencer Marketing: promotion on my platforms (à la carte or total package which include meta, linkedin, substack, tiktok, youtube)
Engagements available monthly, quarterly, or annually.
Disclaimer: Scroll to the bottom to inquire about your service of choice.
SERVICE OFFERING
YOUR REMOTE
SALES OFFICE
You work the market. We handle the follow-through.
As an independent wine and spirits founder, your best hours are spent standing in front of buyers, pouring your bottles, and building genuine relationships. The breaking point comes when you get back to your hotel or kitchen table with stacks of notes, pending sample deliveries, distributor questions, and reorder checks that slip through the cracks. We operate as your dedicated remote sales desk so high-potential accounts never cool off.
What we take off your plate
- Finding the right accounts: disciplined target research tailored to your brand style and category fit
- Reaching out to buyers: personalized introductions, sample dispatch coordination, and in-person meeting setup
- Keeping opportunities moving: systematic tracking of sample deliveries, tasting notes, distributor follow-ups, and next steps
- Following up with existing accounts: regular reorder cadence monitoring, menu-change check-ins, and immediate issue escalation
- Keeping you informed: weekly action plan and progress dashboard, plus two structured 30-minute strategic check-in calls monthly
What's included
- Dedicated remote account management operating directly under your brand domain
- Curated, verified target account lists built specifically for your price tier and territory
- Outbound communication sequencing to key on-premise and independent retail buyers
- Sample logistics management, tracking verification, and tasting feedback capture
- Distributor rep coordination to ensure placed orders are confirmed and billed accurately
- Reorder monitoring cadence to protect shelf placements and cocktail menu features
- Shared CRM pipeline tracking all open, active, and closed account relationships
Who this is for
Independent wine and spirits suppliers with established distribution who need systematic execution without hiring a full-time sales coordinator
Founders who love visiting accounts, pouring tastings, and winning placements, but dread the ongoing administrative burden of following through
Brands looking to build sustained momentum in key target metro markets with predictable, disciplined account touchpoints
How it works
01
Get organized
We audit existing target lists, distributor item numbers, pricing sheets, and current accounts into a clean master tracking setup.
02
Build weekly plan
Each Monday starts with targeted outreach objectives: who is due for reorder, which buyers need samples, and who to visit next.
03
You work the market
You conduct tastings, pour at ride-alongs, and meet buyers in person. Send brief voice memos or quick bullet notes after visits.
04
We keep it moving
We log each interaction, send thank-you notes, dispatch sell sheets, alert distributors to pending orders, and close the loop.
Questions
Do you guarantee meetings or sales?
No. In the alcoholic beverage trade, guaranteed sales are unrealistic and legally fraught. What we guarantee is disciplined execution: verified research, consistent professional outreach, prompt response handling, and persistent follow-through so every qualified opportunity receives proper attention.
Will you visit accounts for me?
No. This service operates as remote back-office support. Buyers connect most deeply with the founder, winemaker, master distiller, or brand owner. You handle the in-market handshakes, tastings, and presence; we handle the pipeline management and operational tailwind.
Can you help me get distribution?
Distribution advisory and placement strategy is offered as a separate advisory engagement. The Remote Sales Office is designed for brands that already have wholesale distributor partners and active licensing in their target territory and need help activating accounts.
Does this include accounting, compliance, or social media?
No. We focus strictly on commercial sales development and wholesale pipeline administration. We do not process invoices, file COLA label approvals, manage state excise compliance, or produce consumer marketing content.
What do you need from me?
We need up-to-date wholesale pricing and FOB sheets, distributor item codes, inventory availability updates, digital brand assets, and prompt voice notes or summaries after your market visits. Any sample bottle costs and courier shipping fees remain the direct responsibility of the brand.
PROVEN EXPERTISE
Why Me
Vs Others
20+ years in alcohol, founder/operator experience, B2B marketing and online growth execution (strategy, messaging, email, funnels, and performance optimization), a huge industry network, and boots-on-the-ground relationships with New York buyers — backed by business education from Babson College and NYU.
20+ Years in Alcohol
Two decades navigating high-stakes market shifts, product positioning, and category growth across spirits and wine.
Built and Run My Own Businesses
Direct owner experience managing bottom-line P&L, supply chains, licensing hurdles, retention and scaling sustainably.
Huge Alcohol Network
Established relationships with key importers, national distributors, hospitality conglomerates, and retail decision-makers.
Boots on the Ground in New York
Real buyer relationships and immediate physical reach across the high-profile New York on-premise and off-premise accounts.
Business Education: Babson College + NYU
Formal entrepreneurial foundation combined with executive market strategy from premier global institutions.
Operator Mindset: Execution Over Theory
Hands-on delivery focused entirely on brand velocity, depletion numbers, and sustainable retail sell-through.
GET IN TOUCH
Want a proposal
or details?
Message me what you need and I’ll reply with next steps.
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