WhiteCap was born in the Finger Lakes — Seneca, Cayuga, and Keuka are home. We've spent more time inside winery POS systems, tasting rooms, and wine clubs than most consulting shops put together.
You don't need to explain what a tasting fee applied to a bottle is, or why glass-pour margins differ from bottle margins. We've built dashboards that slice all of it. See our winery analytics guide for how we approach it.
Cohort retention curves. Tier upgrades and downgrades. Pickup vs shipping economics. The math behind your renewal email cadence.
Allocation list management, customer scoring, fulfillment patterns, library-release strategy.
Visitor-to-buyer conversion, tasting-fee-to-purchase attribution, party size economics, weekday vs weekend dynamics.
We've worked with Commerce7, WineDirect, Toast, and Square. Your data, however it's exported, is something we know how to handle.
State-by-state shipping costs, sales-tax compliance, carrier rate-card optimization, free-shipping break-even.
Q4-heavy holiday shipping. Peak vs shoulder tasting-room hours. Wine-release-driven inventory cycles. Vintage rollovers.
Monthly recaps covering club retention, tasting room conversion, shipping economics, ancillary spend.
Learn more →Who's buying what, when they renew, why they downgrade — the picture your CRM can't paint on its own.
Learn more →Tasting room sites, club enrollment funnels, allocation lists, event RSVP — built to convert visitors into members.
Learn more →Tasting room staffing tuned to actual peak hours, not historical guesses. Pickup vs shipping margin shifts.
Learn more →Working with Whitecap Data has been eye-opening. Despite capturing multiple data points in our POS, I lacked the time and skill to put that data to use. Thomas helped us analyze our wine club, shipping vs. pickup membership costs, ancillary spending, and more — and the monthly recap is what we use to shape what we do.
Thomas has been a tremendous help in getting us to look at our business through a different lens. He's taught us how to use the data we already collect to make smarter decisions about staffing, hours, and customer experience.
Most wineries fit the Standard tier ($750 setup + $100/mo). That covers a multi-page site with embedded tasting reservations or allocation signups, monthly content edits for new vintages and events, and a Commerce7 / WineDirect / Toast embed for the cart side.
Add the Data Analytics service when you're ready to actually look at the POS data. That moves the engagement toward the Active tier ($1,000 + $200/mo) because we're hosting dashboards in the cloud.
Wine club retention and cohort curves, tier upgrades and downgrades, pickup versus shipping economics, allocation lists and customer scoring, tasting room visitor to buyer conversion, and state by state shipping and sales tax compliance. We have spent more time inside winery POS systems, tasting rooms, and wine clubs than most consulting shops put together.
We have worked with Commerce7, WineDirect, Toast, and Square. However your data exports, it is something we know how to handle, and we build the dashboard around the questions you care about rather than a generic template.
Most wineries fit the Standard tier ($750 setup + $100/mo). That covers a multi page site with embedded tasting reservations or allocation signups, monthly content edits for new vintages and events, and a Commerce7, WineDirect, or Toast embed for the cart. Adding the Data Analytics service moves the engagement toward the Active tier ($1,000 + $200/mo), because we host the dashboards in the cloud.
A monthly recap covering club retention, tasting room conversion, shipping economics, and ancillary spend. It is the read owners use to shape what they do next, not a stack of charts nobody opens.
Both. We build tasting room sites, club enrollment funnels, allocation lists, and event RSVP flows designed to turn visitors into members, and we can run the monthly data analytics on top of the same setup.
Book a quick call. We'll skip the discovery deck and ask about your club retention curve.