Premier Cellar Email Marketing Agency

Winery Partner Onboarding Form

Client Onboarding Questionnaire 

 

Hello! We’re excited to get you up and running sending great email. Help us get your account set up by filling out the information below.

 
 
Do you have a Brand Standards/Brand Guidelines Document for your winery? *
Who do you want to show the email is from in the inbox? This can be the brand name or a person's name.
Social Sharing Buttons
Which of your brand's social channels would you like us to link to at the bottom of your email? (select as many as necessary)
What is the Physical Address for your winery? A physical address is required by CANSPAM rules and regulations to include this in the footers of your emails.
This is to create a platform account as well as who we will be relying on to coordinate with on your wineries side.
Do you have any additional users you would like us to configure a platform user account for and include in the training meetings? Please include their First Name, Last Name and email.
Please provide the contact information of the individual who has admin credentials to create an additional user in Google Analytics so we can create custom dashboards and reports to track and measure your email success. If it's the same as the primary contact, feel free to type 'same'.
Please provide the contact information for the individual who has admin credentials to your website. If it's the same as the primary contact, just type 'same'.
Billing Contact Name *
Billing Contact Name
Who should we send invoices to?
Billing Contact Phone Number *
Billing Contact Phone Number
Please provide the primary point of contact on getting credentials to set up your Club Management Software integration. This individual should have admin level permissions in your Club Management Software.
We love making beautiful emails, but it can only be done with access to hi resolution images, design art files and other source files. It's best to have these in a central cloud hosted location. If you have this, please provide a link, If you do not have this yet, not a problem, but who would we coordinate with to create an asset sharing workflow with your winery?
We have a template and workflow process to line out an annual editorial calendar. Who would we coordinate with to work on getting events, releases and other date based items lined out to build a communication strategy around?
To wrap this all up and identify one big goal, what would you say your primary objective is for the next 12 months for your winery and it's DTC operations? e.g. Club member growth? Online sales revenue growth? Brand awareness? Winery/Tasting room traffic?
 
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