Active Members
1,847
+43 this month
Club Revenue (MTD)
$218K
+8.2% vs last month
At-Risk Members
67
Up 12 from last week
Retention Rate
86.4%
+2.1pt vs last quarter
Fall 2026 Club Release
Scheduled · Ships August 14, 2026
Wines
Selected
Selected
Inventory
Reserved
Reserved
Member
Notifications
Notifications
Billing
Capture
Capture
Fulfillment
& Ship
& Ship
| Club Tier | Members | Bottles | Value | Status |
|---|---|---|---|---|
| Reserve Collection | 312 | 1,872 | $74,400 | Ready |
| Estate Select | 698 | 2,792 | $97,720 | Ready |
| Discovery Club | 837 | 2,511 | $45,198 | Pending Notify |
AI Churn Watch
43 signals · updated daily
AI
ML
Margaret L.
Reserve · 14 mo
87%
TR
Thomas R.
Estate · 8 mo
79%
SK
Soo-Yeon K.
Discovery · 22 mo
64%
DP
David P.
Estate · 6 mo
58%
Monthly Revenue
$218K+8.2%
Membership Health
New this month+43
Cancelled-19
On pause34
Avg. tenure2.8 yrs
Avg. annual spend$1,420
Churn rate (90d)2.8%
Payment Recovery
18 failedAuto-retry in progress12 retrying
12 of 18 accounts queued for automatic retry
Recovered (7 days)$8,240
Needs manual action6 cards
All clear — no critical alerts
Your club is running smoothly. Shipments, billing, and inventory all on track.
ML
Margaret Lassiter
Reserve Collection$4,820
Lifetime Value
14 mo
Tenure
7
Shipments
3
Add-on Orders
AI Churn Risk
87%
Risk
Last active 22 days ago
0 of 3 emails opened
0 of 3 emails opened
AI Retention Alert — Action Recommended
Margaret skipped her last 2 shipments, hasn't opened 3 consecutive emails, and tasting room visits dropped from 4/yr to 0. Predicted cancel within 18 days.
Activity Timeline
Shipment skipped — Summer 2026
Member skipped via self-service portal. Second consecutive skip. No reason provided.
Email unopened — Summer Release Preview
Email unopened — Thank You for Membership
Add-on purchase · $186
Shipment received — Reserve Spring 2026
Tasting room visit · $220
No tasting room visits recorded in 2026.
Spend Breakdown
Club shipments (7)$4,218
Add-on orders (3)$412
Tasting room (2 visits)$380
Total Lifetime Value$5,010
Engagement Signals
AI
Email engagementLow (12%)
Portal logins (90d)Medium (35%)
Purchase frequencyDeclining (42%)
Tasting room visitsNone in 2026
Wine Preference Profile
AI Inferred
BoldnessStructured
TanninHigh
AcidityMedium
SweetnessBone Dry
Oak InfluenceHigh
Fruit IntensityDark Fruit
AI Curation Note: Margaret consistently adds Cabernet Sauvignon and Merlot add-ons and has never selected rosé or white wines. Feature Napa Valley reds and aged Bordeaux-style blends in her next personalized offer.
Variety History
Cabernet Sauvignon34 bottles
Merlot18 bottles
Cabernet Franc12 bottles
Red Blend8 bottles
Petit Verdot4 bottles
Avg. bottle price$64
Price sensitivityLow — premium buyer
Club Membership Details
Reserve Collection · Member since May 2025
Next Shipment
Fall 2026 Reserve BoxAug 14
6 bottles · $640 · Ships to San Francisco, CA
Card on file: Visa ····4821 · Exp 09/27
Shipment History
| Release | Status | Value |
|---|---|---|
| Summer 2026 | Skipped | — |
| Spring 2026 | Delivered | $640 |
| Winter 2026 | Skipped | — |
| Fall 2025 | Delivered | $620 |
| Summer 2025 | Delivered | $580 |
Staff Notes & Tasks
Sarah M. · Jun 12, 2026Open
Follow up re: Summer shipment skip — called and left voicemail. Member mentioned she was traveling. Suggested pausing rather than skipping.
AI System · Jul 1, 2026AI Alert
Churn model flagged Margaret as high-risk (87%). Second consecutive skip. Recommend personal outreach with exclusive tasting room invitation or loyalty bonus.
Total Shipments (YTD)
14,820
+12% vs last year
Delivered This Release
1,847
98.2% success rate
Failed / Returned
34
22 address issues
Avg. Delivery Time
3.2d
-0.4d vs last release
Fall 2026 Shipment Queue
1,847 shipments · 3 carriers · Processing Aug 14
| Member | Tier | Bottles | Value | Carrier | Tracking # | Status | Actions | |
|---|---|---|---|---|---|---|---|---|
ML Margaret Lassiter San Francisco, CA | Reserve | 6 | $640 | UPS | 1Z9A4E2F0307 | Pending | ||
JW James Worthington Portland, OR | Reserve | 6 | $640 | FedEx | 7489253847392 | In Transit | ||
SK Soo-Yeon Kim Seattle, WA | Estate | 4 | $340 | UPS | 1Z9A4E2F0892 | Delivered | ||
DP David Park Los Angeles, CA | Discovery | 3 | $162 | GSO | — | Addr. Issue | ||
CR Claire Reynolds Denver, CO | Estate | 4 | $340 | FedEx | 7489253849021 | Delivered | ||
NB Nicolas Beaumont Austin, TX | Discovery | 3 | $162 | UPS | 1Z9A4E2F1204 | Label Printed |
Showing 1–6 of 1,847 shipments
Carrier Split
UPS Ground892 (48%)
FedEx Home672 (36%)
GSO (CA/NV)283 (15%)
Compliance Coverage
Auto
States shipping to38 of 50
Blocked (dry/restricted)8 states
Compliance verified100%
TTB reports dueAug 31
Failed Shipments
34Address not found22
Recipient unavailable8
Access code needed4
Annual Recurring Rev.
$2.61M
+14.3% YoY
Avg. LTV per Member
$4,218
+$310 vs last year
12-Month Retention
82.1%
+3.2pt YoY
New Members (YTD)
421
Ahead of pace
Revenue by Club Tier
Last 12 months
Member Growth
Active vs. churned
Cohort Retention Heatmap
% of members still active by signup cohort × months
AI
Cohort
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
Jul '25
100%
92%
88%
85%
82%
80%
78%
76%
74%
72%
70%
68%
Aug '25
100%
91%
87%
83%
80%
77%
75%
73%
71%
69%
67%
—
Sep '25
100%
93%
89%
86%
83%
81%
79%
77%
75%
73%
—
—
Oct '25
100%
90%
85%
82%
78%
76%
74%
72%
70%
—
—
—
Nov '25
100%
94%
90%
87%
85%
83%
81%
79%
—
—
—
—
Dec '25
100%
92%
88%
85%
82%
80%
78%
—
—
—
—
—
Jan '26
100%
91%
87%
84%
81%
79%
—
—
—
—
—
—
Feb '26
100%
93%
89%
86%
84%
—
—
—
—
—
—
—
Darker = higher retention. AI analysis: Cohorts acquired during harvest events (Nov–Dec) retain 6pt better at 12 months than average.
LTV Breakdown
Reserve Collection$7,840
Estate Select$3,920
Discovery Club$1,640
Blended Avg.$4,218
Churn Drivers
AI
Skipped 2+ shipments41%
Zero email opens (60d)28%
No tasting room visit (1yr)18%
Card payment failed13%
Acquisition Channel Performance
| Channel | New Members | Avg. Tenure | Avg. LTV | 12-Mo Retention | Cost per Acquisition |
|---|---|---|---|---|---|
| Tasting Room Walk-in | 218 | 3.4 yrs | $5,120 | 88% | $42 |
| Event / Harvest Festival | 94 | 3.8 yrs | $5,840 | 91% | $88 |
| Website / Organic | 72 | 2.1 yrs | $2,980 | 74% | $120 |
| Member Referral | 37 | 4.1 yrs | $6,210 | 93% | $18 |
Club Tier Configuration
3 active tiers · 1,847 total members
$54/release
Discovery Club
Entry-level, 3 bottles per shipment. Perfect for new wine explorers.
3 bottles per release
Quarterly shipments
10% tasting room discount
Member newsletter
Allocation access
Priority event tickets
837 members
Most Popular
$136/release
Estate Select
Core tier, 4 bottles. Our best value for dedicated wine lovers.
4 bottles per release
Quarterly + optional add-ons
15% tasting room discount
Seasonal newsletter
Early allocation access
Private winemaker events
698 members
$213/release
Reserve Collection
Premium tier, 6 bottles. Exclusive access to library and reserve wines.
6 bottles per release
Bi-annual + custom cadence
20% tasting room discount
VIP newsletter + tasting notes
Priority allocation access
Private winemaker dinners
312 members
Tier Revenue Contribution
Reserve Collection$97.7K / release (45%)
Estate Select$75.0K / release (34%)
Discovery Club$45.2K / release (21%)
AI Insight: Reserve members represent 17% of your base but 45% of revenue. Each 10 upgrades from Estate → Reserve adds ~$7,700/release.
Build-Your-Own Customization Settings
Allow bottle swaps
Members can swap wines before shipment
Allow shipment skip
Keep membership active but skip release
Allow quantity upgrades
Members can add bottles to their shipment
Allow self-service cancellation
Members can cancel without calling staff
Magic link login (passwordless)
One-click portal access via email link
Vintage Allocations
Reserve exclusive inventory for club members before it reaches retail or the tasting room
Bottles Allocated
4,840
Across 6 SKUs
Members Assigned
312
100% Reserve members
Unclaimed (7 days left)
48
Release to retail Aug 1
Current Allocation Window — Fall 2026 Reserve
Allocation window closes August 1, 2026. 48 members have not yet made their selection. An AI-powered reminder email will be sent automatically in 3 days.
| SKU / Vintage | Varietal | Vintage | Total Bottles | Reserved | Claimed | Unclaimed | Retail After | Status |
|---|---|---|---|---|---|---|---|---|
| 2020 Single Vineyard Cab | Cabernet Sauvignon | 2020 | 624 | 312 | 284 | 28 | $94 | Open |
| 2019 Reserve Blend | Bordeaux Blend | 2019 | 312 | 156 | 136 | 20 | $110 | Open |
| 2022 Petit Verdot Res. | Petit Verdot | 2022 | 200 | 100 | 100 | 0 | $78 | Fully Claimed |
| 2023 Winemaker Reserve | Red Blend | 2023 | 500 | 250 | 250 | 0 | $88 | Fully Claimed |
Unclaimed Allocations — Members
| Member | Tier | Unclaimed SKUs | Value at Risk | Action |
|---|---|---|---|---|
JH Jennifer H. | Reserve | 2 | $204 | |
RM Robert M. | Reserve | 1 | $94 | |
AL Amy L. | Reserve | 2 | $188 |
Inventory Guard
AI
All club allocations are reserved. No risk of overselling to non-members.
Total reserved for club4,840 btl
Available to retail after Aug 1Unclaimed only
Allocation window closesAug 1, 2026
Projected unclaimed value~$4,700
AI predicts 85% of unclaimed allocations will be claimed if a personalized reminder is sent 5 days before close.
Release Schedule
Full-year calendar for club shipments, events, and allocation windows
2026 Release Calendar
Q1 2026
Spring
CompletedSpring 2026 — All Tiers
Shipped Feb 14 · 1,820 shipments · $215,800 billed
3 clubs
98.3% delivered
31 issues resolved
Q2 2026
Summer
CompletedSummer 2026 — All Tiers
Shipped May 20 · 1,831 shipments · $217,420 billed
3 clubs
98.7% delivered
Q3 2026
Fall ← Now
In ProgressFall 2026 — All Tiers
Billing Aug 12 · Shipping Aug 14 · 1,847 members
Notification sent✓ Discovery, Estate
Notifications pending — Reserve
Q4 2026
Winter
PlannedWinter 2026 — All Tiers
Target: Nov 15, 2026 · Wines not yet selected
Upcoming Milestones
Reserve notification email
Allocation window closes
Member customization window closes
Billing batch run
Fall 2026 ships
Events Calendar
Harvest Dinner (Reserve)Sep 12
Fall Release PartyAug 24
Winemaker Q&A (Virtual)Aug 18
Winter Preview TastingOct 10
Fulfillment & Compliance
Label queue, carrier configuration, and state-by-state shipping compliance
Labels Queued
1,847
Ready to print
Compliance Verified
1,815
98.3% auto-verified
Compliance Blocked
32
8 states restricted
TTB Report Due
Aug 31
37 days remaining
Label Print Queue
| Member | State | Carrier | Service | Weight | Status | |
|---|---|---|---|---|---|---|
ML Margaret L. | CA | UPS | Ground | 14.2 lb | Queued | |
JW James W. | OR | FedEx | Home | 14.2 lb | Printed | |
SK Soo-Yeon K. | WA | UPS | Ground | 9.8 lb | Printed | |
DP David P. | CA | GSO | Standard | 7.3 lb | Addr Error | |
CR Claire R. | CO | FedEx | Home | 9.8 lb | Printed |
Carrier Configuration
Rates and routing rules for Fall 2026 release
UPS
UPS GroundPrimary carrier · 892 shipments · Account #4E2F0A · Negotiated rate: $8.42/pkg avg
FDX
FedEx Home DeliverySecondary carrier · 672 shipments · Account #8B3C2 · Negotiated rate: $9.18/pkg avg
GSO
GSO (CA & NV only)Regional carrier · CA/NV zones only · 283 shipments · $7.10/pkg avg
State Shipping Compliance Map
Direct-to-consumer permit status by state
Auto-monitored
Allowed (38)
Restricted / Permit req. (4)
Blocked / Prohibited (8)
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Compliance rules are monitored automatically. You will be notified if any state changes its DTC shipping laws. Next permit renewal: California — Oct 15, 2026.
Communications
Email templates, AI content generation, and send queue
Emails Sent (30d)
12,840
+18% vs prior period
Avg. Open Rate
38.2%
+4.1pt vs industry avg
Click-through Rate
12.7%
+2.3pt vs last month
Unsubscribe Rate
0.4%
Below 0.5% threshold
Email Template Library
📦
Pre-Shipment Notice
🚚
Shipment Confirmed
💔
Churn Risk Save
🍷
Winemaker Notes
🎉
Member Anniversary
✨
Upgrade Invitation
Send Queue
3 pendingFall 2026 — Reserve Notification
312 recipients · Sends Jul 27
Allocation Reminder — Unclaimed
48 recipients · Sends Jul 29
AI Churn Save — 67 at-risk members
67 recipients · Awaiting approval
AI Content Generator
AI
Recent Campaign Performance
| Campaign | Segment | Sent | Open Rate | Click Rate | Revenue Attributed | Sent |
|---|---|---|---|---|---|---|
| Summer 2026 — All Members | All (1,831) | 1,831 | 42.3% | 14.1% | $18,420 | May 6 |
| Churn Save — Spring Cohort | At-risk (41) | 41 | 56.1% | 22.0% | $6,840 | Apr 18 |
| Allocation Window Open | Reserve (312) | 312 | 61.5% | 38.2% | $42,180 | Jul 15 |
| Member Anniversary (June) | Anniv. (84) | 84 | 68.4% | 18.9% | $4,220 | Jun 1 |
Loyalty & Rewards
Tier configuration, points rules, and rewards catalog
Points Issued (MTD)
248K
+22% vs last month
Rewards Redeemed
184
$12,400 value
Retention Lift
+8.2pt
Loyalty members vs non
Cellar Masters Members
48
Top tier · $12K avg LTV
Loyalty Tiers
🌱
Vine Member
0–499 points
Free shipping on 1 order/yr · 5% add-on discount · Birthday email
⭐️
Reserve Circle
500–999 points
15% TR discount · Priority allocation · Seasonal winemaker notes
✦
Cellar Masters
1,000+ points
20% TR discount · Private winemaker dinners · Complimentary TR visit · Library access
Points Rules
Club shipment received100 pts
Add-on bottle purchase10 pts / $1
Tasting room visit50 pts
Member referral (joined)200 pts
Email click-through5 pts
Profile completed25 pts (one-time)
Event RSVP + attendance75 pts
Bonus: Skip penalty
Deduct points for consecutive skips
AI recommends adding +25 pts for portal logins — members who log in monthly churn 40% less.
Rewards Catalog
Complimentary Tasting
250 pts
Two guests, any Wednesday–Friday
Free Bottle Add-on
400 pts
One bottle added to next shipment
Free Shipping
150 pts
One-time free shipping on any order
Harvest Event Ticket
600 pts
VIP access to annual harvest dinner
Winemaker Dinner
1,200 pts
Private dinner · 2 guests · Reserve members only
Library Bottle
800 pts
One aged library release wine
Custom Engraving
300 pts
Personalized label on any bottle
Add Reward
Integrations
Connected apps, webhooks, and API access
S
Stripe
Billing, subscriptions, and failed payment recovery
Connected
Last sync: 2 min ago
Klaviyo
Email marketing, segments, and automation flows
Connected
12,840 contacts synced
S
ShipCompliant
DTC compliance verification and TTB reporting
Connected
38 states covered
UPS API
Label generation, tracking, and address validation
Connected
892 active shipments
FedEx API
Label generation, tracking, and rate shopping
Connected
672 active shipments
P
PayPal / Venmo
Alternate payment method for portal checkout
Connected
Optional at checkout
Google Calendar
Sync tasting room events and releases to members' calendars
Not Connected
Twilio SMS
SMS shipment notifications, two-factor auth
Not Connected
Metabase / Looker
Advanced BI dashboards and custom report exports
Not Connected
API Access
Production Key
Activevnf_prod_4xKs9…•••••••••••••••••
Sandbox Key
Test Modevnf_test_8mRq3…•••••••••••••••••
Webhook Events
member.created
Active→ https://crm.example.com/webhooks/member
shipment.delivered
Active→ https://crm.example.com/webhooks/ship
payment.failed
1 error today→ https://ops.example.com/payments/alert
member.churn_risk
Paused→ https://slack.example.com/hooks/churn
Settings
Winery profile, team management, billing, and notifications
Winery Profile
Compliance & Legal
Team Members & Roles
| Name | Role | Last Login | Actions | |
|---|---|---|---|---|
JG Jeffrey Geronimo | jg@sunridge.com | Admin | Today | |
SM Sarah M. | sarah@sunridge.com | Club Manager | Yesterday | |
TK Tom K. | tom@sunridge.com | Fulfillment | Jul 22 |
Subscription & Billing
Current Plan
Vinifera Pro
Up to 2,500 members · All features · $399/month · Renews Sep 1, 2026
Members used1,847 of 2,500
Shipments this month1,847
Overage charge$0
Next invoiceSep 1, 2026 — $399
73.9% of member limit used
Notification Preferences
High churn risk alert
Email me when a member exceeds 70% churn score
Failed payment alert
Notify when a billing batch has more than 5 failures
Shipment exception alerts
Notify on failed delivery or returned package
Weekly summary digest
Every Monday — members, revenue, churn snapshot
New member signup
Real-time email on every new club signup
Member Portal Settings
Show AI taste recommendations
Display AI-generated wine suggestions in member portal
Security
Audit log
Track all staff actions and data changes
Member Portal Preview
As seen by Margaret Lassiter · Logged in via magic link