June 19, 2025

If You Can Sell Coke, Can You Sell Wine? Courtney O'Brien Explains.

If You Can Sell Coke, Can You Sell Wine? Courtney O'Brien Explains.

Sometimes when you speak to a consultant, you get consultant gobeldy gook. I can't tell you how many consultants I hired along the way at the WIne of the Month Club, but suffice it to say, most did not perform as expected. Why? Because selling wine is different than anything else in the world.  

Courtney O'Brien is different. She knows wine, she knows branding and she brings corporate America along for the ride.

If you’re looking for a lighthearted yet informative take on this episode of Wine Talks with Paul K, here’s a quick summary with a wink:

This episode is like a masterclass in beverage branding—with a side of humor and plenty of entrepreneurial reality checks.

Paul Kalemkiarian sits down with Courtney O’Brien, a seasoned beverage veteran whose resume runs the gamut from water (Evian) to soda (Coca-Cola) and finally to wine (Gallo). She’s done it all—from “chief bottle washer” to innovator and now, consultant helping wine brands rise above the “product” level to become true brands.

Key takeaways from their chat:

  • Brand vs. Product: Courtney suggests most wines are “products”—not brands. A brand, she says, is more than the stuff in the bottle, it’s an idea that people can connect with and rally around. (If your wine label just says “red,” you might want to call Courtney.)

  • From Big Beverage to Boutique Bottles: Courtney shares laughs and learnings from corporate giants (Evian, Coca-Cola) to navigating the regulation-laden world of alcoholic beverages at Gallo. Spoiler: Half her marketing tricks from soda didn’t work in wine because wine has A LOT more rules.

  • What’s the hardest for wine entrepreneurs? It isn’t always what you expect. Sometimes longtime winemakers come to her saying, “Help! Sales are flat, my DTC costs are sky-high, and I don’t even know who’s drinking my stuff—other than my mom.” Courtney’s advice? Before you chase TikTok fame or try to ride every trend, ask yourself what you actually want to achieve. (Pro tip: “Sell more wine” doesn’t count until you know to whom, why, and how much.)

  • Innovation means different things: Want to slap your fancy Napa cab in a can? Considering non-alcoholic offerings? Courtney says: it depends. Know your brand, your consumer, your goals—then you can decide if canned Merlot or non-alc Bordeaux makes any sense.

  • The Experience Matters: Paul and Courtney agree that great wine is about more than taste—it’s about the memories made, the story told, and the setting. (Whether that’s a luxury tour in France or just a really fun dinner with friends and family.)

There are laughs about management consulting, fun asides about industry legends fronting bottles in grocery stores, and a nice splash of advice for anyone dreaming of turning their wine project into a lasting, meaningful brand.

In short: If you want your wine to be more than a commodity, make sure it tells a story, stands for something, and—above all—know who you’re talking to and why. And maybe leave the TikTok dances until after you’ve figured that out.

#winepodcast #winetalks #courtneyobrien #paulkalemkiarian #wineindustry #winemarketing #brandbuilding #winebusiness #corporatewine #wineinnovation #beverageindustry #winenews #entrepreneurship #brandstrategy #winelover #wineconsulting #dtcwine #winebrands #winestrategy #womeninwine

 

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I think the vast majority of wines out there are products, not brands.

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My definition of a brand is something that transcends the actual product.

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Like it's more than just this right here. It's an idea that's

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bigger than any given product. Sit back and grab a

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glass. It's Wine Talks with Paul K.

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Hey, welcome to Wine Talks with Paul Kay. And we are in studio today in

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beautiful Southern California about to have a conversation with Courtney o' Brien.

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Introductions in just a minute. Hey, have a listen to a show. I just put

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out, Marc LaFleur. He is a portfolio

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specialist in wine and we never at the Wine of the Month

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club ever suggested you invest in wine as a financial means. However,

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it has worked lately. So he is a specialist. Listen to him.

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But now while we're here, here to have a conversation with Courtney o' Brien who

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is the founder, president, chief bottle washer of

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Outlier Initiative. Welcome to the show. Thanks.

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I know that's, you know, I'm not trying to be belittle people when I say

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it's the chief bottle washer, but I know what it's like to be an entrepreneur.

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Yep. Do your own thing, right? Yeah, absolutely. Instead of being,

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you know, I've been following what you're doing on LinkedIn and some really

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creative conversations are emerging. And then

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I noticed your background in corporate America,

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which, you know, has it's great value I think when you come

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to the table, particularly in synergistic

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businesses. But tell me about that a little bit. You were with Coca Cola

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and we talked a little history before about my response, my relationship with

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Coca Cola. But was that your first big

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corporate job? I've been in corporate my entire

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adult life. So right out of college I went

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into management consulting. Then I went big management consulting,

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working for huge companies. Then I went back to grad school immediately after

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that. I've been in corporate beverage for 23 years after that.

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So Danone was the first global powerhouse that I

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was with on Evian, reporting up through Paris,

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then Coca Cola, then Ian J. Gallup.

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Let me ask you that, did you? Because here's my, I was a corporate America,

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but when I went to college I'm like, I am not going there. You know,

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my dad was an entrepreneur. He was a businessman from I go, I am not

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going to go to corporate America. I'm going to be an entrepreneur. And what did

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I do? I went right to corporate America. And I'm so happy I did

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because the lessons you learn there are, you know, they're, they're

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refined, they're polished. They come with some bureaucracy, but they certainly come with

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time tested. Yeah. Reality

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is that your experience as well. I did not want to be an

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entrepreneur. I was like the rule, which is so

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weird because it's not my personality. But I wanted to go to the best

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college I could get into. I wanted the best job when I got out to

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teach me everything I didn't know. I really viewed that as a continuation of my

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education. So that's why I went into management consulting. You get to try a little

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bit of everything. After which business school was easy, honestly,

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after I'd plowed through management consulting. But yeah, I remember getting a job

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offer pretty early in my career to be like head of marketing for some

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tiny little company. And I'm like, me, I'm not ready to be head of

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marketing. I want to still be learning from people. That's like half of my

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salary, essentially. I got the rest of my life to

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do things my way and be in charge. And I am

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somebody that gets in charge pretty naturally. But yeah, I

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really viewed it as learning for many, many years. It was a

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really good grace. What was it then that. Well,

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you, you were in beverage with Coca Cola, obviously. And we'll talk about that in

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a second, about sort of that idea of transitioning from

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soda to. To the wine industry. But, you know, what

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was it that attracted you to start in the beverage trade? Because

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it is unique. Yeah, I mean, I. So I

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was supposed to go work for ConAgra, their Southern California Orange county

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operations. I had a job lined up after business school

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at ucla and they reneged. Sorry, I didn't. I forgot

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it was ucla. It was ucla. Right. We have the usa. All right, we'll. We'll.

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We'll continue. Don't worry about it. And they reneged

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on all of our offers. All of the MBAs coming from

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UCLA that year, the week of graduation. So about seven of us lost our

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offers. Wow, that's interesting. And I really wanted to start in

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food and beverage. You know, I was just getting into brand management and

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marketing. It was a career changer. I had an offer to go work

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for a video game company. I also had an offer to go work for Disney,

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where I did my summer internship. And I didn't want to do

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those. I really wanted to start in food and beverage because I was convinced

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that that was the best training for brand management. And I

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wanted, at age very young, 26, 27 when I

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graduated business school, the best foundational training

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because I thought the smartest people had that. So I

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pursued I was in la. I pursued what I could find

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right out of business school in June, which isn't very much,

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with no experience doing that. And I ended up getting a contract role with

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Evian, who had their water operations in

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Pasadena at the time. And so it was not

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supposed to be full time. It was really just contract. They are not in the

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business of training in the US in the water business. They have a tiny team.

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But consequently I got the ability to do absolutely everything.

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I ran a large part of their marketing and my fingers and everything

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that they were doing in the US and it did end up being permanent for

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four years or something like that until I went to Coca Cola.

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Yeah, that's interesting because those are, those are

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big brands and I suppose if you're going to bite off getting

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into the beverage industry, go, I mean, just go right, just go right

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to the top when it comes to the brand. Like, why mess around? There

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weren't as many back then. I mean the soda shelf was Coke and Pepsi

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and a little bit of seven. I mean the beverage world now is so

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much more finally diced than it was

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then. You know, that's kind of interesting. Thought it is

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rather boutique ish. Now and then, however, what's it called, just sold for

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$1 billion. Yeah. And, and you know, I think

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it's not unusual, particularly in the wine business as well. And we'll talk about that

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transition now. But you know, there's. To brand yourself

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in the wine trade and to try and get shelf space and try to get

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a house pour. Yeah. You know, it's a little bit different than

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soda at that point. But yeah, man, what a, what

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an opportunity for you to, to, to learn the fundamentals

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of branding, to be with a brand like Evian. That's why, I mean that was

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the biggest joke, right? Like how better to learn marketing than to go market water.

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Yeah. Who would have thought, I mean, who would

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have thought that water, like my wife won't drink anything but bottled

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water. That's just the way it is. Yeah. And this was the beginning,

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you know, this was back when everyone would say, oh, Evian. You know, if you

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spell that backwards, it's naive, right. So I mean, it was like

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Americans pushing back on there being a bottled

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water industry and why don't we just all drink out of our taps? It was

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good enough for my mom and this was, you know, so this had all happened

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before I went and worked for them where who was like Michael Douglas in

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whatever movie he goes up to the bar, he's like a recovering Alcoholic. And he's

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like, I'll have an Evian, please. And he asks for it by name. And that

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was kind of the original adult alternative beverage of, you know, he's

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not asking for tap water. He's asking for a branded premium thing.

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He can stand around and look good drinking.

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Celebrity endorsement back then. That's pretty amazing, because

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Evian, for a long time, and I don't know that it carries that moniker now,

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and certainly this would apply to the wine trade, you know, was considered

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sort of an aristocratic. Oh, very lux version of. Of water.

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Yep. And then, of course, all the other brands came out, but. Right. For a

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long time. Ooh. Oh, yeah, I drink Evian.

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It was very premium in luxury. Absolutely. So you did that. I know

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that was done before me, but yes, I definitely

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carried that on. And we did, you know, so we were both a

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global CPG brand and a luxury one. So, you know,

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I had the opportunity to go to the spa in France

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and to see the source of the spring and. Which is available for all French

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citizens and giant swimming pool filled with Evian

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and. But yet running two huge national retail

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promotions per year and creating new bottle molds. And

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I did the full brand management. What a great experience

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it was. You know, you said the springs in. In France when we

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were in Napa. Not that long. Well, it wasn't recently, but it was one of

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my earlier trips. And Crystal Geyser had been running these ads on the

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paper, you know, like on the radio, as if you were down the

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street. Our neighborhood water people come visit us. So I did.

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And it said, no visitors on the water.

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Classic. Like, this is great. I drive all the way to Calistoga

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to go see Chris Legend. Yeah, Calistoga. So you

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transition out of corporate, and we're going to talk about sort of the synergy

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between marketing, bubbly, sugar water and

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wine. But you come out of Coca Cola and

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Gallo's looking for someone to take a spot or you created that

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spot. Yeah, I know. I got recruited by a headhunter to go to Gallo after

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I was at Koch. And I ended up working for

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Coke after Coke did the distribution agreement with Evian, moved to

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Atlanta, was able to work on the launch of Coke Zero in the United

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States, which was not supposed to be a success there was not like, oh, my

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God, come work on the next big thing. Not that at all. It was

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me. I would take the Sprite job if I were you, because Coke Zero is

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headed toward disaster and you're just going to end up cleaning up after it for

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two Years. So that was the. That was the water cooler conversation going

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on inside Coca Cola. Like, it was the time they were throwing a bunch of

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spaghetti. There was, like, no innovation then. It was tons of innovation and most of

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it's going to fail, you know, And. And that was the time that there was

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tons of innovation and most of it failed.

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And that one didn't like the reformulation of Coca Cola.

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No, that was before that. No Diet Coke. Plus, if

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anybody remembers that Coke, Black Blak

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Tab, Energy, all that stuff was right around the same time,

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creation of Gold Peak, which is still around service.

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Yeah, that was that time. Early 2000, 2005. So why did you take

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it on? I thought it was interesting. And they brought

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on a guy for the Sprite job. It's not like I had this choice,

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but I did think it was interesting. And I mean, it was. They had

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gotten 99%. The innovation team had created it. I wasn't involved. And then

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when I came over, I was the first brand person. They gave it to me.

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They're like, here you go. Here's the. Here's the product, here's the research,

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here's the plan. Here's the marketing plan. They had done a preliminary marketing plan, and

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I'm like, okay, I get it, I get it. Whoa. I don't get this marketing

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plan at all. This is not hanging together for me at all.

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And so I redid the marketing plan, which

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marketing to me is 360. So it wasn't just

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the promotion plan. It was a lot about the actual product

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and consumer target and everything.

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And that was a big chunk of how I started Coke Zero. That took the

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first couple months, and then crossed my fingers and prayed that it worked.

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And because we were losing distribution, when I came on, they had already gotten it

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in, like, 100% of stores like they do, especially back then.

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And it was starting to fall out. It was getting discontinued because it wasn't

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moving. And so a couple months into that, I came in

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and had to kind of take over that internal narrative. Wow.

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What do you mean you want to expand it? It's not even moving, Courtney. We're

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going to discontinue it. No, no, no. Let me come talk to you. So a

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ton of it was flying around, talking to different bottlers, presenting why they shouldn't disc,

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why it's so great, what we're going to do with it, and then

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recreating the wheel and actually coming up with a plan on the back end, launching

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it. So that was. That was my role for a few years. In building the

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team. That's really interesting because it is like

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a major player now in the world of Coca Cola. And,

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and, but I like this marketing 360 idea and I don't think, I think that's

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missed a lot. And we'll talk about. We're going. I made a note so we

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could bring it to. Forward to what you're doing today. Sure. But you know, I

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think a lot of times even in the sales world, it's it,

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where's the magic hammer, you know, the magic nail I'm going to use and I'm

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going to bust through the seams and it doesn't work that way. Right. You

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know this plan and you have to have it, the functions working. You have to

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be nimble, particularly now in this industry to, to switch that plan. But that's

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an interesting thought and I want to, I want you to carry. That nimble tactics

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solid and enduring underneath skeleton

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who. Can I write that down? Yes,

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I got a recording of this. It's okay. So you, so you get recruited from

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Coca Cola to go into alcohol now? Yeah, we were talking briefly about

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a winery that I knew the Fowls winery in and I

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didn't, I didn't get a chance to look it up, but I will. That was

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a Coca Cola executive built this beautiful winery dug in the

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bedrock. Looks like the Flintstones would live there. And you know,

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it was a Coke executive that thought that, you know, wine, I

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could, I can sell liquid and so I'm going to try and do wine. And

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it was a failure. I don't remember what the brand was. So

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what was it that Coke saw in your,

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the gala saw in your Coke experience that that made them think,

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gee, this, this girl's got it going on. Well, at the time when I was

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recruited at Gallo in 08, they were actively, you know, Stephanie, who's

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CPG marketer by training, also was

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actively trying to recruit more people that

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had CPG consumer focused marketing

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experience but could also

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fit in at a family run nimble company. Not

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Ivory tower syndrome. Gallo and the wine industry

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are very focused on getting out there in the field. I mean that's

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what Ernest Gallo kind of built his empire based on. I,

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he's constantly out there in the field creating incredible in

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store promotions, getting to know the operators, talking to

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consumers and that's absolutely what we were expected to do. So they wanted

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the best of CPG marketers but also able to

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do that. So that's, that's what they saw in my experience. Well,

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that's, you know, the gala is known for, for that.

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Yep. I'm not going to call it guerrilla marketing, but certainly in store.

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I think I told you a story about Mike Houlihan and barefoot that Gallo end

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up buying ultimately. But his lessons to get

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barefoot to be where it was when Gallo bought it was literally

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following Ernest Gallo around. Like he'd see him in a store and I'm like, what

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do you mean you see him in the store? He goes, yeah, he's fronting merchandise

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in a store. And I'm like, wow, that's pretty amazing. Yep, yep.

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That's a good example. Lots of lessons there. But

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so that's, that's, you know, now we're in corporate America, we're in alcohol sales. So

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you start to realize there's regulations, there's a whole different. Yeah, I mean, three

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quarters of what I knew how to do, I couldn't do in alcohol. Yeah.

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Because it's illegal.

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A lot of our toolbox does not apply. Well, let me, let me ask you

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this question because, you know, I went into when, when Cali Red

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from Snoop Dogg came out, you know, and all of a sudden

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I'm walking down the aisle at the market and I'm, it's eye height right in

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the middle at 9.99, 11.99. I thought I, you know, that doesn't just happen.

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But I thought that was illegal in the wine business as well, was to, to

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get shelf space like that through coercion.

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Yeah. I can't speak to how they got that shelf space. I mean, it's illegal

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to buy it and yeah, if you

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can show it just forces you to get more creative. And

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I'm sure Coke is doing this nowadays too, as they get their

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shelf space impinged on by these upstarts.

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What is the velocity per square foot and what is the margin

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per square foot that you're going to see with the extended margin given the

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velocity of my products? So you make a business case

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out of it instead of paying for it. You know, that must have been an

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interesting shock for you because the margins

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obviously are radically different between

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a water based beverage and wine. Well, you know, it's funny, I think I might

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have told you this last time we talked. I'm not sure. But at Coke back

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in the day, anyway, I can't speak to now brand people did not manage

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financials. We only managed

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top line. We only demand. We did not because the bottler

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situation. So we did not get into. How much extended

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revenue are you making? It was only sell me more cases. Just

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focus on driving cases, we'll manage about the costs.

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All that it was. Was that different at Gallo? Very much. That's one of the

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reasons I went. I wanted P and L ownership.

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Says no one ever. So you decided that's what you want. Says no one ever.

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I mean, I mean I'm just say that tongue in cheek. But look, you were

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seeking this challenge. Manage my entire brand.

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I wanted to be able to make trade offs and because

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again, I think of things360 and I very much,

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you know, once you are very clearly aligned on who is

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your target, what you are selling them, what is

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your unique point of difference, how much is the right place to

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charge for that consumer for that product with the.

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Not just to cover your own costs, but what is the ideal

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price point given what their other trade offs are, what their other options are, what

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you're trying to convey about yourself, you know, if Avion had just looked at

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their costs or at tap water, you know, they wouldn't have priced themselves where they

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did, you know, 9.99 for a bottle of water in your hotel room back 20

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years ago. So I'm talking about that work and then

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take the rest of it out. I want the ability to make the bottle

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shorter or more elegant if I deem that that's the right thing to do to

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tell my story. And I'll take it out of somewhere else in

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my, in either my brand's P and L or my portfolio, if I've got

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the whole portfolio piano to play with. So yes, I wanted the

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ability to leverage it all. That's kind of the same thought I give

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people when I was, when I was doing weddings here at the Wine of the

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Month Club would be take a couple of bucks from the band and put it

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back into the wine. Exactly. I don't want to go to a wedding. The wine

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sucks. It's part of the experience. You know, you should be very clear what you

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stand for and what you don't. So for example, I just saw There's.

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We have two Starbucks in my town of 20,000 people.

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Cowboy Town, not exactly a white collar

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town at all. And only one of them can you

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sit down. The other one has no tables and chairs

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and they just erected a third one on the way out of town. Small

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town like that. And it's built with its back to

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the road. We're like, what is, what is that going to be? I can't figure

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out what that's going to be. And finally they put up a Starbucks sign and

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we're like, whoa, that would have been my last guess.

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It's like the dumpster is facing the road. Like the back of the restaurant is

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facing the road. And so everyone forgets this exists. And so we just

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discovered it the other day. You can't even walk into this

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Starbucks. It's only a to go Starbucks. Really.

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So what does Starbucks stand for, really? Because I always thought it stood for

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that third place. You know, the ability to go in, plug your computer

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in. They've gone product.

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They've gone product only. They've taken the outlets out of their stores. Half of

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them. You can't even sit down, let alone walk in this. Like,

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are you selling your coffee, which anyone can copy, or are you selling these?

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So that's kind of what I'm talking about. About take out what you

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can about stealing money from the band, but do not

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take out what you stand for. And that's what you need to be clear on.

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That's an interesting thought because

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you went from Gala, which. Which I think. I think we're

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saying in probably great advice for burgeoning

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marketeers in the wine trade, or even a winery owner

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proprietor who's trying to figure some of this out. And, you know,

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I'm not sure there. There's answers to all the questions, but

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they don't probably usually start out with an objective

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and define who they are and where they're going. And I'm work

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as I'm working on this podcast because I love to

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do it and I do it for a reason, because I want to tell the

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stories and I want people to understand wine in a different viewpoint.

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But I do have an objective with it. Yeah. And

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so I've sat down recently and decided, okay, I gotta get rid of

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all the fluff and laser on what I've got

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to do to get the objective done. But. So you leave corporate America with

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Gala, which has got tons of resources. You've got your own P and L. That's

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great. So you understand that part better in the wine trade, and you now land

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on your feet as an entrepreneur and as a consultant trying to do this

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in a very. I mean, you must run into

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amazingly diverse sets of individuals who are in

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the wine trade trying to make a name for themselves.

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Yeah, it probably couldn't be worse. You know, time to do that. And

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I've got stories to tell you on some people I've talked to recently. But

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what is the number one thing that you look at when you find

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either they come to you. Let's go this way. They come to you with all

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kinds of Experience. I've been in business for 20 years. I've got this brand. It's

351
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in so many locations. I only have so many placements and

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I need help because it's changed. Yeah. Or they're coming

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to you saying, I'm just getting started, you know, help me get started. Which is

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it? Both. I work with both. Yeah. And I mean, honestly, that's what my

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career has taught me. So I led innovation for

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wine $10 and up at Gallo and invented Blue sky

357
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things. So I'm very versed at that. And

358
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at other points, at Gallo, I led huge portfolios of

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brands, some of which were not doing very well. You know, whether they were acquisitions

360
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that had been neglected and I needed to turn them around rapidly,

361
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substantially. I'm used to doing both. And

362
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honestly, the playbook is not that much different. So many times.

363
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It's not just a band aid that these brands need.

364
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I don't think band aids could possibly fix

365
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or unless it's a serious wound, that in

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this industry right now, It's a Global 360, like you're

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saying, position in the wine trade that you've got to fix out where you belong.

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Because you use the word innovation and it's driving me crazy. You probably see it

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all the time on LinkedIn and whatever else you post, and I'm not sure what

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it means exactly, except certainly in the Coke

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environment where you can create brands and test and you've got this

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whatever, Coke, black, and all these other things that you tested and they worked. What

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does it mean to you then, when we talk about innovation in the wine trade?

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Let's say I'm an established, you know, I've got my $150

375
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Napa cab and I've got a Merlot and I've got maybe a Pinot and.

376
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And I'm. I throw my arms up. My DTC

377
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is good, but it's not enough. And I need

378
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help. What, when you use the word innovation, what does that mean

379
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to you at this point? It would depend on what you want to be when

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you grow up. I mean, it would really depend on your strategy. What you stand

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for is not all $150 brands are the same. You've got like Ashes

382
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and Diamonds, which is super modern, sells out of their

383
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D2C and on premise only

384
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stuff with launch parties before it even hits the market. And

385
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then you've got old school, you know, like a mile away.

386
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It really depends on what your vision is.

387
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What I do is I, I get an understanding of

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who this brand is, who the

389
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People are behind it. The publicly facing people or the founder.

390
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If that's the case, what is kind of non negotiable. What's really.

391
00:24:13,070 --> 00:24:16,510
It's like a person like get to know this person, then

392
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get to know what they want to do and figure out a way to make

393
00:24:20,470 --> 00:24:24,190
that happen. I can tell you what to do, I guess, but

394
00:24:24,190 --> 00:24:27,990
I can't tell you without any kind of objection. I'm

395
00:24:27,990 --> 00:24:31,790
looking to achieve X. Are you looking to double? Are you looking to be

396
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back at the case volume in restaurants that you were in 2020? Are you looking

397
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to resonate more with Gen Z? Are you like what are you

398
00:24:39,200 --> 00:24:42,840
exactly looking to do? You got to get a little deeper than my

399
00:24:42,840 --> 00:24:46,560
sales suck. Fix it. Do they

400
00:24:46,560 --> 00:24:50,280
know? Do they, do they know? At this point I

401
00:24:50,280 --> 00:24:54,040
would guess in my experience that they probably don't even know. Most of them are

402
00:24:54,040 --> 00:24:56,760
farmers. Yeah, I mean the ones that come to me

403
00:24:57,320 --> 00:25:00,920
generally, no, either

404
00:25:01,000 --> 00:25:04,480
something I say resonates with them and they will

405
00:25:04,480 --> 00:25:05,880
repeat that back at me

406
00:25:08,290 --> 00:25:11,890
or they will, it's symptoms that they

407
00:25:11,890 --> 00:25:15,490
know. They don't know the deep down cause of it, but they're

408
00:25:15,490 --> 00:25:19,090
like my customer. Acquisition cost for D2C

409
00:25:19,090 --> 00:25:22,450
has doubled. Well, who's your consumer?

410
00:25:23,010 --> 00:25:26,290
I don't know. I've never really, I mean I could tell you right now who's

411
00:25:26,290 --> 00:25:30,010
buying it. Are they the person that you think should be buying it? Well,

412
00:25:30,010 --> 00:25:33,450
no. So then we start getting into a

413
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conversation and we get deeper on the how can we

414
00:25:37,320 --> 00:25:38,840
fix this systemically,

415
00:25:40,920 --> 00:25:44,040
not just put a band aid on it. But it's very, really depends on the

416
00:25:44,040 --> 00:25:47,000
situation. I mean I managed 25 brands. They all had their own

417
00:25:47,720 --> 00:25:50,600
path, you know, at the same time period.

418
00:25:51,640 --> 00:25:55,240
See it's a, I'm going to guess at this. It's

419
00:25:55,240 --> 00:25:58,840
probably not a big, probably not a huge leap in my thing. But

420
00:25:59,160 --> 00:26:02,600
when you ask questions like that like who's your demographic or

421
00:26:03,320 --> 00:26:06,760
why your acquisition costs, where are you acquiring these people as a Facebook ad or

422
00:26:06,760 --> 00:26:10,340
Instagram ad or what's your, your, you know what you're roas on this.

423
00:26:11,540 --> 00:26:15,300
It's, it's probably not well known. I mean

424
00:26:15,300 --> 00:26:19,100
in the sense of they don't want to manage that every

425
00:26:19,100 --> 00:26:22,780
day now. I was, I was in DTC and that, that's all we managed

426
00:26:22,780 --> 00:26:26,380
or tried to manage and I found most

427
00:26:26,380 --> 00:26:29,220
consultants I went through and I'm going to sort of throw this back at you

428
00:26:31,540 --> 00:26:34,940
and it's probably, I just thought about this for a second. You're probably, you would

429
00:26:34,940 --> 00:26:38,580
be a completely different model. You weren't around when I was looking for a consultant,

430
00:26:40,420 --> 00:26:44,180
they what I. What I was driving me crazy. It still does.

431
00:26:44,180 --> 00:26:47,940
But I have my. My guard is up now is I

432
00:26:47,940 --> 00:26:51,700
don't want to pay to educate the consultant on

433
00:26:51,700 --> 00:26:55,060
what I do in the trade. I do because wine is so unique. It's got

434
00:26:55,060 --> 00:26:58,820
such crappy margins, and there's such a small group of people

435
00:26:58,820 --> 00:27:02,070
that would have respond to an ad that I spent money

436
00:27:02,310 --> 00:27:05,950
educating them. And here you come along and. Yeah, I work for

437
00:27:05,950 --> 00:27:09,270
Gallo and I've done this a lot, so I already. I understand where you're at

438
00:27:09,270 --> 00:27:12,870
already. Yeah, I get it. And I was also trained as a management consultant where

439
00:27:12,870 --> 00:27:15,510
we'd work for one industry one day and the other industry for the other day.

440
00:27:15,510 --> 00:27:19,150
So I'm used to rapid learning. That does not take very

441
00:27:19,150 --> 00:27:22,790
long. I actually just. Just worked for a

442
00:27:22,790 --> 00:27:26,430
horse care company and now I know everything about horses. But, yeah,

443
00:27:26,430 --> 00:27:30,070
it does not. It doesn't take very long. The thinking. The thinking's

444
00:27:30,550 --> 00:27:34,270
similar. There's just a lot more nuance with the three tier

445
00:27:34,270 --> 00:27:38,030
beverage system. But I've been doing that my entire career. I mean, Evian had

446
00:27:38,030 --> 00:27:41,870
three deer. Okay. Three tier. How you motivate people, how you speak to

447
00:27:41,870 --> 00:27:45,270
people, just understanding the economics, it's.

448
00:27:45,350 --> 00:27:48,870
It's. Yeah, it's something that I know intimately. So, like,

449
00:27:50,390 --> 00:27:54,230
was that kitchen show? Nightmare kitchen with random.

450
00:27:54,230 --> 00:27:57,190
There's so many. Yeah, there was one. He goes in there, fixes, you know, it's

451
00:27:57,190 --> 00:28:00,670
a big masses, and he chews out the owners of the restaurants.

452
00:28:01,310 --> 00:28:04,590
Yeah, I know what you're talking about, whatever it is. And here comes

453
00:28:04,830 --> 00:28:08,350
Courtney o' Brien, who's saying we got it all wrong here.

454
00:28:09,150 --> 00:28:12,190
You know, first of all, we had to define who you are and what you've

455
00:28:12,190 --> 00:28:15,670
been trying to do. Why'd you get in this business in the first place? And

456
00:28:15,670 --> 00:28:19,310
now we have to shift. Do you know what success

457
00:28:19,390 --> 00:28:22,870
looks like for you? Are you trying to get acquired by Gallo? Are you trying

458
00:28:22,870 --> 00:28:26,670
to be the next Gallo? Are you trying to sell a couple

459
00:28:26,670 --> 00:28:30,510
more cases to your neighbors? Like, what are you. Very different

460
00:28:30,590 --> 00:28:34,270
tactics depending on your goal. That's a really interesting thought

461
00:28:34,270 --> 00:28:37,910
because I get both in here. I've got the

462
00:28:37,910 --> 00:28:41,510
people that think that, you know, cans, you know, 200ml

463
00:28:41,510 --> 00:28:45,070
cans are the latest, greatest thing. I had a woman in here who, you know,

464
00:28:45,070 --> 00:28:48,230
thought that she, if she put wine in a 375, it would be the latest,

465
00:28:48,230 --> 00:28:51,470
greatest thing. And, and clearly those

466
00:28:51,850 --> 00:28:55,530
brands, I want to delve into this clearly when they

467
00:28:55,530 --> 00:28:59,210
come and sit here, as they would Come and sit with you. And

468
00:28:59,210 --> 00:29:03,010
their. Their idea is to be bought by

469
00:29:03,010 --> 00:29:06,850
somebody, to be that billion dollar Da. Or be the billion dollar. You

470
00:29:06,850 --> 00:29:08,970
know, was it poppy drink? Whatever.

471
00:29:11,690 --> 00:29:15,410
Those are two completely different approaches to the

472
00:29:15,410 --> 00:29:19,260
world. Yeah. And I think that one, that version

473
00:29:19,260 --> 00:29:22,900
of it, where I'm trying to make a billion dollars, completely removes

474
00:29:22,900 --> 00:29:26,540
you from what is in the can and what is in the bottle. Am I

475
00:29:26,540 --> 00:29:30,140
wrong? Again, I think of everything

476
00:29:30,140 --> 00:29:33,860
as360. So what's in the bottle has to be singing the same song. It

477
00:29:33,860 --> 00:29:37,460
has to be telling the same story and delivering on it. But again, it depends

478
00:29:37,460 --> 00:29:41,220
on, I think, if you want getting it out in the open. Getting it

479
00:29:41,220 --> 00:29:43,820
out. Sometimes you're like, I've got it in my psyche and I'm not going to

480
00:29:43,820 --> 00:29:46,140
say it out loud, but in reality, I do want to be the next Dao.

481
00:29:46,630 --> 00:29:49,670
Okay, well, just tell me that. Right? Because there's a lot

482
00:29:50,310 --> 00:29:53,910
that you need to do then. And then that's where,

483
00:29:53,910 --> 00:29:56,630
like, what you have to work with comes into it. Like, I want to be

484
00:29:56,630 --> 00:30:00,390
the next Dao, but here's my constraints, here's what I've

485
00:30:00,390 --> 00:30:04,110
got to work with. I'm situated an hour from

486
00:30:04,110 --> 00:30:07,870
la, or I'm in the middle of Indiana. This

487
00:30:07,870 --> 00:30:11,270
is what I make, you know, sound trend or it's not on trend.

488
00:30:12,400 --> 00:30:16,040
Does it ring true? Like, what is everything you have to work with and what

489
00:30:16,040 --> 00:30:19,640
are your aspirations? Like, if I told you I wanted to be a supermodel

490
00:30:19,640 --> 00:30:23,360
and like, okay, here's what you got to work with, here's the things that might

491
00:30:23,360 --> 00:30:27,120
stop you. Here's where you want to go, here's where I can get

492
00:30:27,120 --> 00:30:30,880
you, and here's what it's going to take. And here's the best plan that's

493
00:30:30,880 --> 00:30:34,520
curated for you. And this is the

494
00:30:34,520 --> 00:30:37,440
model to get you there. And we can prove out how it'll get you there

495
00:30:37,440 --> 00:30:41,220
in X amount of years. Because you must get people that say,

496
00:30:41,220 --> 00:30:44,940
and I. And this part I respect, I want to talk to you about some

497
00:30:44,940 --> 00:30:48,500
kind of innovation in a second. But you must get people say, look, I

498
00:30:48,900 --> 00:30:52,500
just want to make the best wine I can

499
00:30:52,500 --> 00:30:55,940
from this soil I'm given and the temperatures I'm given in the

500
00:30:55,940 --> 00:30:59,540
terroir. And I want to express my family's values

501
00:30:59,540 --> 00:31:02,900
in a bottle of wine. You take care of the rest. Does that happen?

502
00:31:03,300 --> 00:31:06,690
No, because they don't come to me. I mean, they sound like they're happy with

503
00:31:06,690 --> 00:31:10,490
their situation. Right. Like, if they

504
00:31:10,490 --> 00:31:13,050
have problems. So if I

505
00:31:14,650 --> 00:31:18,410
sell problems. So if they are not happy with where they're at. Then

506
00:31:18,410 --> 00:31:22,050
they would come to me and say, I have a problem. If they're

507
00:31:22,050 --> 00:31:25,850
like, I just want to express myself in my family's vineyards,

508
00:31:25,850 --> 00:31:29,450
but I wish I was twice as big, that sort of thing. Or if they're

509
00:31:29,450 --> 00:31:33,140
again as big, what do I have to do in order to make

510
00:31:33,140 --> 00:31:36,900
that happen? I can see that happening. And that would be.

511
00:31:36,980 --> 00:31:40,500
Or, you know, I've got this winery that's underperforming

512
00:31:40,900 --> 00:31:44,260
and I'm doing way worse than my neighbors.

513
00:31:44,660 --> 00:31:47,780
I don't even know if I should keep it. My retail business is in the

514
00:31:47,780 --> 00:31:51,620
tank. My cost to run the winery every year is getting

515
00:31:51,620 --> 00:31:55,380
more and more per case because my cases are down. Should I keep

516
00:31:55,380 --> 00:31:57,900
it? Should I let it go? And what do I need to do to turn

517
00:31:57,900 --> 00:32:01,540
it around if I keep it? That's a project I recently worked

518
00:32:01,540 --> 00:32:04,940
on for a major wine company. Wow.

519
00:32:05,660 --> 00:32:09,340
And so it involves a lot of quant, you know, modeling, understanding the competitive

520
00:32:09,340 --> 00:32:12,820
set, understanding of trends, and then giving them a recommendation of what they need to

521
00:32:12,820 --> 00:32:16,099
do to turn it around. Here's how much it would cost. Here's the break even

522
00:32:16,099 --> 00:32:19,260
versus selling it. Which do you want to do? They chose to sell.

523
00:32:20,300 --> 00:32:24,020
You must see amazing. Different models so far.

524
00:32:24,020 --> 00:32:27,420
And just like, wait a minute, you know this, I've never seen this before. I

525
00:32:27,420 --> 00:32:30,040
mean, you see the, there's charity based

526
00:32:31,560 --> 00:32:35,400
wineries, there's of course the homegrown guy who made a billion dollars as a

527
00:32:35,400 --> 00:32:39,000
surgeon or a freeway builder. Now he just wants to express his

528
00:32:39,000 --> 00:32:42,560
brand. And corporate brands owned by Constellation or

529
00:32:42,560 --> 00:32:46,160
Treasury or whoever that could get to work in their own space. And people have

530
00:32:46,160 --> 00:32:49,400
a lot of different goals, like you're saying, like they've got a lot of.

531
00:32:50,360 --> 00:32:53,640
Being in the wine industry is not as homogenous as it sounds.

532
00:32:54,450 --> 00:32:58,250
People not at all are here for a lot of different reasons. So when

533
00:32:58,250 --> 00:33:01,850
it comes down to that. That's an interesting word to use, homogenous. Because I think

534
00:33:01,850 --> 00:33:05,370
the public in general, it's wine. I had that

535
00:33:05,370 --> 00:33:08,290
conversation last night at a dinner. I went to a big dinner and the guy's

536
00:33:08,290 --> 00:33:11,050
like, you know, I don't, I don't really. I don't really know wine and I

537
00:33:11,050 --> 00:33:14,570
don't drink it because I don't know it, you know, which is the consumerism part

538
00:33:14,570 --> 00:33:17,650
of our business, which is we. Don'T like scary things or things that make us

539
00:33:17,650 --> 00:33:21,390
look stupid. Always challenging, they're always chat. Wine's

540
00:33:21,390 --> 00:33:25,190
always been challenged that way, has it not? It's, it's this beverage that continues to

541
00:33:25,190 --> 00:33:28,910
be there after thousands of years and. And it's.

542
00:33:29,070 --> 00:33:31,830
I don't know that it's always been. I mean you look at my. I come

543
00:33:31,830 --> 00:33:35,350
from Italian heritage. My grandparents were

544
00:33:35,350 --> 00:33:39,190
not the most sophisticated people. He was a plumber, she worked in a

545
00:33:39,190 --> 00:33:42,830
paper factory. And they quit to have babies in upstate New York.

546
00:33:43,070 --> 00:33:46,830
But they always had wine on their. Ernest and Julio

547
00:33:46,990 --> 00:33:50,520
Rosso or whatever jogged on the counter. They

548
00:33:50,520 --> 00:33:54,120
didn't feel intimidated by it. You look back at the way Italians and

549
00:33:54,120 --> 00:33:57,560
French use table wine. It is not

550
00:33:57,560 --> 00:34:01,360
intimidating. It is an agricultural product that's

551
00:34:01,360 --> 00:34:05,080
consumed on a regular basis. And you can buy a really

552
00:34:05,080 --> 00:34:08,840
fancy version for special occasions and you can buy a regular table version for

553
00:34:08,840 --> 00:34:12,480
every night drink on your porch. So that's kind of how I

554
00:34:12,480 --> 00:34:16,120
think people in that generation. This would be like the greatest, what we call the

555
00:34:16,120 --> 00:34:19,920
greatest generation in the U.S. but the further

556
00:34:19,920 --> 00:34:23,720
you get away from it, I think the more kind of foreign it felt.

557
00:34:23,720 --> 00:34:27,480
You know, the more you get away from your immigrant roots

558
00:34:27,640 --> 00:34:31,160
in traditionally wine drinking countries, the more

559
00:34:31,480 --> 00:34:34,680
kind of foreign and scary and confusing

560
00:34:35,400 --> 00:34:39,160
you can see it as. You know, olive oil is

561
00:34:39,160 --> 00:34:42,560
having a little bit of the same problem actually talking to an olive oil producer

562
00:34:42,560 --> 00:34:46,349
who. Italians use it in everything. Like my grandma would

563
00:34:46,349 --> 00:34:48,509
put olive oil in a pan and then figure out what she was going to

564
00:34:48,509 --> 00:34:52,349
make for dinner. That's not the case with a lot of other

565
00:34:52,349 --> 00:34:55,869
countries of origin. And now that we're a couple generations in,

566
00:34:56,989 --> 00:35:00,669
they're having trouble resonating, you know. And I think it's somewhat similar.

567
00:35:00,829 --> 00:35:04,589
And then you've got all these other forces in the United States that are

568
00:35:04,589 --> 00:35:08,389
very elitist about wine. And wine is not

569
00:35:08,389 --> 00:35:11,709
all the same. It doesn't need. You don't need to be a sommelier and drink

570
00:35:11,709 --> 00:35:15,510
those types of wines in order to enjoy whatever level wine

571
00:35:15,510 --> 00:35:18,230
you want to have tonight with dinner. Just like my grandmother did. She didn't get

572
00:35:18,230 --> 00:35:22,030
flustered about it. No, but that's interesting thought. Everybody

573
00:35:22,590 --> 00:35:25,870
certainly know this, but we had wine in our house all the time. That's my

574
00:35:25,870 --> 00:35:29,630
dad was in the business. But I wonder if that's

575
00:35:29,630 --> 00:35:33,470
what this, this generation is trying to say and they haven't really

576
00:35:33,470 --> 00:35:37,070
been able to articulate. They just start talking about we need to innovate in the

577
00:35:37,070 --> 00:35:40,910
wine trade. I leave I read a lot of magazines from the 70s

578
00:35:41,400 --> 00:35:45,240
to see if I can glean what was from the seventies. Interesting. Yeah.

579
00:35:45,240 --> 00:35:48,880
The. The Les. Well actually this patch Leslie Divan had a magazine

580
00:35:48,880 --> 00:35:52,680
was precursed. All of the things you read today and it's.

581
00:35:52,680 --> 00:35:55,480
You know, the articles are pretty similar, the language is a little bit different, but

582
00:35:56,040 --> 00:35:59,640
you know, there is, it's a bunch of wine enthusiasts getting together, having

583
00:35:59,640 --> 00:36:03,400
wine and talking about it. Yeah. And that's not all. That's. That's not the entire

584
00:36:03,400 --> 00:36:06,600
group of wine drinkers. Right. Not by a long shot. Family was like that.

585
00:36:07,330 --> 00:36:10,570
But is that what they're trying to do is to, is to

586
00:36:10,570 --> 00:36:13,810
indoctrinate. Let's just take America for a second and

587
00:36:14,850 --> 00:36:18,650
using the wrong words like innovation to get our

588
00:36:18,650 --> 00:36:22,490
tables, our regular American dinner table to have a glass of wine on it.

589
00:36:22,490 --> 00:36:25,570
I don't think that's the case, but I certainly would be a good idea.

590
00:36:28,930 --> 00:36:32,050
I think the wine industry has never been on the cutting edge of marketing.

591
00:36:33,180 --> 00:36:36,940
I think it's been product first for, I mean, and a lot

592
00:36:36,940 --> 00:36:39,700
of industries are, you know, I told you I had an offer from Disney and

593
00:36:39,700 --> 00:36:43,220
I didn't take it. The reason I didn't take it is because entertainment is

594
00:36:43,220 --> 00:36:46,740
product first. You don't hear about the brilliant Disney

595
00:36:46,740 --> 00:36:49,900
marketers. You hear about the brilliant Disney

596
00:36:50,060 --> 00:36:53,700
creators and producers and the people that make

597
00:36:53,700 --> 00:36:57,460
that product. It's a product first industry. That's why I wanted to work in food

598
00:36:57,460 --> 00:37:01,070
and beverage, because outside of wine and other kind of

599
00:37:01,070 --> 00:37:04,150
artistic products, it is a marketing focused industry.

600
00:37:05,510 --> 00:37:09,310
Wine has never been a marketing focused industry. It has been a. I want

601
00:37:09,310 --> 00:37:13,110
to express this. It's an agricultural product, just like beef

602
00:37:13,110 --> 00:37:16,910
is not a marketing focused industry. It's arguably, you know,

603
00:37:16,910 --> 00:37:20,230
on the lower end a bit of a commodity. So how do you create

604
00:37:20,230 --> 00:37:23,670
brands becomes even more interesting because it's all

605
00:37:23,750 --> 00:37:27,480
creativity and human psyche, especially

606
00:37:27,480 --> 00:37:31,080
on the lower end with not that much difference between

607
00:37:31,080 --> 00:37:34,800
some of these liquids. So I think the

608
00:37:34,800 --> 00:37:38,240
people and when I was leading innovation at

609
00:37:38,240 --> 00:37:42,000
Gallo, my charge what that meant was create

610
00:37:42,000 --> 00:37:45,640
blue sky new brands, new to the world brands. This is not a line

611
00:37:45,640 --> 00:37:49,360
extension. And what that could consist of

612
00:37:49,360 --> 00:37:52,840
was up for discussion. It could consist of, like I said,

613
00:37:52,840 --> 00:37:56,690
360 decisions. This liquid, this country of origin,

614
00:37:56,850 --> 00:38:00,370
this bottle, this positioning, this name, this

615
00:38:00,370 --> 00:38:04,130
consumer target, this label like every. And we're going to launch it in

616
00:38:04,130 --> 00:38:07,250
this way, in this channel. All of those things were up for discussion.

617
00:38:08,610 --> 00:38:12,330
But I think innovation is such a broad word. When

618
00:38:12,330 --> 00:38:16,170
people say wine industry needs to innovate. We are selling

619
00:38:16,170 --> 00:38:19,810
things in general in the same five serving glass,

620
00:38:19,810 --> 00:38:23,480
breakable, unopenable by your hands vessel

621
00:38:23,480 --> 00:38:26,760
that we did hundreds of years ago. That's true. But why?

622
00:38:27,640 --> 00:38:31,360
Well, I don't think it's a lack of, of interest in

623
00:38:31,360 --> 00:38:34,800
not doing, had a reason Right. It was, it was a

624
00:38:34,800 --> 00:38:38,599
production decision for the best aging. But I mean, Sauvignon Blanc does not

625
00:38:38,599 --> 00:38:42,320
need to be served in that aging vessel. How about

626
00:38:42,320 --> 00:38:45,640
the recipe I just saw the other day where you put jalapenos? Yeah, yeah, I

627
00:38:45,640 --> 00:38:49,320
know people are talking about that. I'm gonna help freeze there because I've noticed

628
00:38:49,550 --> 00:38:52,670
the can section. I've had the pleasure and the

629
00:38:53,470 --> 00:38:57,110
privilege to taste this, the same vintage wine at a

630
00:38:57,110 --> 00:38:59,910
bottle out of a can. I've had the same. I've had the pleasure and the

631
00:38:59,910 --> 00:39:02,990
privilege to taste the same vineyards grapes that made

632
00:39:03,790 --> 00:39:07,550
an ice Pinot Noir from the central coast and its non alk counterpart.

633
00:39:08,510 --> 00:39:11,630
And the can section of my local markets is shrinking.

634
00:39:12,270 --> 00:39:16,110
And the non alk, you know, I don't. I'm talking about innovation

635
00:39:16,110 --> 00:39:19,430
now. It's just we're focusing on those two major parts of innovation that are coming

636
00:39:19,430 --> 00:39:23,250
out. Non alkal. I mean, non alka been around. I mean, Rodney

637
00:39:23,250 --> 00:39:27,010
Strong's been making non al aerial for like, I don't know, since 89

638
00:39:27,010 --> 00:39:30,490
or something. It's not new. It's new in mass

639
00:39:30,570 --> 00:39:34,010
though, and I think it's new to the current group that's

640
00:39:34,170 --> 00:39:37,970
discovered. So would you, would you recommend a winery? Because this is one

641
00:39:37,970 --> 00:39:41,050
of the trends that we're seeing right now that you should maybe look into a

642
00:39:41,050 --> 00:39:43,970
non elk version of what you're doing. Is it part of your innovation or is

643
00:39:43,970 --> 00:39:47,530
that sort of contingent? We're going to hate this. It all depends

644
00:39:47,610 --> 00:39:51,380
on what you want to achieve, who you are, what you

645
00:39:51,380 --> 00:39:55,060
have to work with and who you're going after it. All of

646
00:39:55,060 --> 00:39:58,620
those tactics, like when I work with clients, as soon as we sign and I

647
00:39:58,620 --> 00:40:02,140
give them a share drive to start dumping stuff, they start sending me. Should I

648
00:40:02,140 --> 00:40:04,740
do this? Should I do that? Here's my thoughts on TikTok. Should I launch a

649
00:40:04,740 --> 00:40:08,220
non out? I'm like, I'm just going to file these. We're just going to let

650
00:40:08,220 --> 00:40:12,020
them, we're going to let it sit there, get it all out and

651
00:40:12,020 --> 00:40:15,460
then we're going to start with the basics. Who are you? What do you want

652
00:40:15,460 --> 00:40:18,660
to achieve? What do we have to work with? Who's the consumer? What's the trend?

653
00:40:18,660 --> 00:40:22,410
What are they drinking? And by the time we

654
00:40:22,410 --> 00:40:25,370
get to looking at those, not that this takes forever, but

655
00:40:26,010 --> 00:40:29,690
when we get to looking at those emails, they answer their

656
00:40:29,690 --> 00:40:33,130
own questions. It's like, oh, well, yeah,

657
00:40:33,130 --> 00:40:36,970
okay, this looks kind of silly now, now that we've decided X, Y and Z,

658
00:40:37,690 --> 00:40:41,370
because obviously I would or would not do that. So it just

659
00:40:41,450 --> 00:40:44,730
writes its own. Not every branch should be doing non elk.

660
00:40:44,730 --> 00:40:48,180
Absolutely not. But no, I mean, it's a.

661
00:40:48,740 --> 00:40:52,180
Who was I talking to? I don't think every brand should be doing anything other

662
00:40:52,180 --> 00:40:56,020
than, you know, adhering to laws. I was talking about a chat. I was

663
00:40:56,020 --> 00:40:58,900
talking to a chateau and Lon de Pomerol about this.

664
00:40:59,700 --> 00:41:03,420
He was, yeah, we're thinking about going non elk. I'm like, what. I

665
00:41:03,420 --> 00:41:07,180
mean, what. What value is that going to come to a chateau that, that you

666
00:41:07,180 --> 00:41:10,780
can see Petrus from? To say we're now. Now kind

667
00:41:10,780 --> 00:41:14,470
of entirely. No, but

668
00:41:14,950 --> 00:41:18,750
launching one. It takes a lot of effort to produce a non alk

669
00:41:18,750 --> 00:41:22,510
wine and. And then go market it because it sure does. It's a whole

670
00:41:22,510 --> 00:41:26,230
new brand now. Right. Let's talk about that for a second. Your brander,

671
00:41:27,510 --> 00:41:31,270
is that not starting over? If you decide to put it in a can

672
00:41:31,270 --> 00:41:34,230
or put it like, is there any carryover from Chateau

673
00:41:34,390 --> 00:41:38,190
XYZ in their non alk? Is there like,

674
00:41:38,190 --> 00:41:41,770
oh, I drink Chateau xyz. So I think now I'm going to try the now

675
00:41:41,770 --> 00:41:44,930
and out there can't be any crossover. So it gets to what the definition of

676
00:41:44,930 --> 00:41:48,490
a brand is, which I know there's a lot of. I think the vast majority

677
00:41:48,490 --> 00:41:51,970
of wines out there are products, not brands. Yeah.

678
00:41:52,130 --> 00:41:55,490
My definition of a brand is something that transcends the actual product.

679
00:41:55,730 --> 00:41:59,370
Like, it's more than just this right here. It's an idea that's

680
00:41:59,370 --> 00:42:02,970
bigger than any given product. And to me, my litmus test

681
00:42:02,970 --> 00:42:06,570
is it makes me want to quit my job and go start five companies to

682
00:42:06,570 --> 00:42:10,200
deliver on that idea. And when it

683
00:42:10,200 --> 00:42:11,840
really becomes a brand, that's my like,

684
00:42:13,360 --> 00:42:17,160
tickling of an idea of a brand. When it really becomes a brand is

685
00:42:17,160 --> 00:42:20,960
when other people can repeat that. When other people say, oh,

686
00:42:20,960 --> 00:42:24,760
XYZ brand, yeah, that's about this. And it's

687
00:42:24,760 --> 00:42:28,080
not just, oh, yeah, that's about a red wine from

688
00:42:28,880 --> 00:42:32,480
whatever street. Right. It's not just about the product, it's about a bigger

689
00:42:32,480 --> 00:42:36,180
idea. So if you look at it that way, there aren't very

690
00:42:36,180 --> 00:42:39,860
many brands that Chateau xyz, it

691
00:42:39,860 --> 00:42:42,460
stands for this in my mind.

692
00:42:43,500 --> 00:42:47,260
So if you look at your question through that lens, does it stand for anything?

693
00:42:47,260 --> 00:42:51,100
The vast majority of my labels do not stand for anything

694
00:42:51,100 --> 00:42:54,420
beyond that actual product in

695
00:42:54,420 --> 00:42:57,980
people's minds. And so if you do

696
00:42:58,060 --> 00:43:01,800
like say, if you're whispering angel, maybe it stands

697
00:43:01,800 --> 00:43:05,360
for premium. Reminds me of Miami beach.

698
00:43:05,440 --> 00:43:09,040
Kind of like a celebrities. I've seen it served at these hotels

699
00:43:11,440 --> 00:43:15,160
or it's Brad and Angelina's brand. And then they put one

700
00:43:15,160 --> 00:43:19,000
of those in a can. Yes. I think your equity

701
00:43:19,000 --> 00:43:22,840
carries over, but if it's not, then

702
00:43:22,840 --> 00:43:26,360
you might as well just name it abc because it's.

703
00:43:26,920 --> 00:43:30,680
Unless your guests at your property are. A lot of

704
00:43:30,680 --> 00:43:34,040
them are asking for a non elk option because they're not enjoying

705
00:43:34,040 --> 00:43:37,840
themselves with the rest of their party there. And it's kind

706
00:43:37,840 --> 00:43:41,080
of more of a tactical decision to provide something for them

707
00:43:42,440 --> 00:43:45,720
so that mixed parties will start, you know, attending.

708
00:43:46,680 --> 00:43:49,800
I don't know that you want to put a lot of effort into creating another

709
00:43:50,200 --> 00:43:53,940
sub brand unless it really helps deliver on your goals. That's the

710
00:43:53,940 --> 00:43:57,700
key. Right. Because if clearly in this case

711
00:43:57,700 --> 00:44:01,420
it would not have happened. He's right. Just trying to build his regular wine brand

712
00:44:01,420 --> 00:44:05,220
and now you're gonna. There's no, like I said, there's no Venn

713
00:44:05,220 --> 00:44:08,939
diagram in a brand like that. Certainly like you said, the equ. I like the

714
00:44:08,939 --> 00:44:12,660
word equity in that whispering angel example. They would

715
00:44:12,660 --> 00:44:16,420
carry over because they would see the whispering angel logo and they go now

716
00:44:16,420 --> 00:44:19,620
or can or whatever you're doing. But for the most part,

717
00:44:19,940 --> 00:44:22,580
much like podcasts, actually

718
00:44:23,780 --> 00:44:26,620
a lot of the pundits in the podcast world saying hey, if you have a

719
00:44:26,620 --> 00:44:29,500
business and you don't have a podcast, you're wasting your time. How are you going

720
00:44:29,500 --> 00:44:32,940
to tell people about who you are? And it's like, yeah, but podcasts aren't an

721
00:44:32,940 --> 00:44:36,700
answerly part of your business. It itself is a brand that you've got to go

722
00:44:36,700 --> 00:44:40,140
figure out how to market on its own. You can't just. Absolutely. It's a time

723
00:44:40,140 --> 00:44:43,980
consuming tackle funnel. I just said no to starting a new one with

724
00:44:43,980 --> 00:44:47,720
someone. I'd like to, I like talking, I

725
00:44:47,720 --> 00:44:51,240
like hosting, I'd like to do this stuff all day. But it's, it's a top

726
00:44:51,240 --> 00:44:54,920
of funnel marketing tool. Right? It takes its

727
00:44:54,920 --> 00:44:58,200
own set of marketing. It's a marketing tool you have to market and

728
00:44:58,440 --> 00:45:01,520
it's time consuming and it's not for the faint of heart. It's something that once

729
00:45:01,520 --> 00:45:05,320
you start, you should really keep going. It's not like, you know, you're just

730
00:45:05,320 --> 00:45:07,920
like not going to feel like doing it for the least. It's not a, it's

731
00:45:07,920 --> 00:45:11,730
not a campaign. It's a commitment. Right. I'm committed to it. You

732
00:45:11,730 --> 00:45:14,490
know, you said something interesting about this and I'm sure you get this all the

733
00:45:14,490 --> 00:45:18,290
time and your response is sometimes probably roll your eyes or raise

734
00:45:18,290 --> 00:45:22,130
your eyebrows. Either way is you said it earlier

735
00:45:22,130 --> 00:45:25,890
that as soon as you sign up a winery or

736
00:45:26,210 --> 00:45:30,010
DTC company to do this. They start sending you their TikTok stuff

737
00:45:30,010 --> 00:45:33,490
and their Instagram and you get the links and you're looking at. And. And

738
00:45:34,210 --> 00:45:38,050
that's pretty granular thing to worry about at that point, is it? Not like

739
00:45:39,530 --> 00:45:42,970
that's so sure you to analyze your Tick Tock feed at this

740
00:45:42,970 --> 00:45:46,570
moment because you're, you've been just playing

741
00:45:46,570 --> 00:45:50,210
shotgun approach to all this and now we need to sit out

742
00:45:50,210 --> 00:45:53,970
and focus on the idea and then let's adjust Tick tock and

743
00:45:53,970 --> 00:45:57,530
Facebook and correct me if I'm wrong and what you tell your people,

744
00:45:57,530 --> 00:46:01,290
but, you know, my experience with doing all this was, you know, it's damned

745
00:46:01,290 --> 00:46:04,960
if you do and damned if you don't. Are you, are

746
00:46:04,960 --> 00:46:08,680
you young? Old enough. Young slash old

747
00:46:08,680 --> 00:46:12,160
enough to know of Bewitched, the TV show? Yeah, I remember

748
00:46:12,160 --> 00:46:15,960
Bewitched. Okay, so Larry Tate was the owner of the PR agency.

749
00:46:15,960 --> 00:46:19,640
Right. The advertising agency and that. There's a very slow process. Then you,

750
00:46:19,879 --> 00:46:23,480
you would go see Larry Tate and Darren Stevens and they,

751
00:46:23,480 --> 00:46:27,320
he'd have his, his easel up there and he'd go through the pitch and then

752
00:46:27,320 --> 00:46:30,640
you would approve the pitch and then you wouldn't talk. They wouldn't see each other

753
00:46:30,640 --> 00:46:34,120
again because that was the way they used to do priority and that was the

754
00:46:34,120 --> 00:46:37,800
way it. You marketed stuff. It was very slow and very

755
00:46:37,800 --> 00:46:41,320
cause and effect. Now like, you can start

756
00:46:41,400 --> 00:46:44,320
tomorrow, you can start in 15 minutes. You don't even need. You can have a

757
00:46:44,320 --> 00:46:47,800
website in an hour. Yeah. So it's a different

758
00:46:47,800 --> 00:46:51,320
environment and you can get lost in the minutia.

759
00:46:51,320 --> 00:46:55,080
Yes. Trying to figure this out. Yes. And then realize, you know,

760
00:46:55,080 --> 00:46:58,840
it really isn't that effective. Spend a lot of money very quickly. Yes. And then

761
00:46:58,840 --> 00:47:01,620
go. I didn't really get anywhere. And there's no brand building. So.

762
00:47:02,650 --> 00:47:06,210
So how do you, how are you talking to people? Where are you

763
00:47:06,210 --> 00:47:09,610
finding yourself being moved into when it comes to

764
00:47:10,570 --> 00:47:14,250
telling people about your wares? I see your post books. You're interested. Oh, my

765
00:47:14,250 --> 00:47:18,050
personal marketing. Yes. I do the same.

766
00:47:18,050 --> 00:47:21,610
No trade secrets here. I do the same thing I do for my brands.

767
00:47:22,010 --> 00:47:25,570
So, you know, I, you know, I said to my husband

768
00:47:25,570 --> 00:47:28,500
when I left corporate and started my own brand, I'm like,

769
00:47:29,130 --> 00:47:32,970
there's a lot of the best marketers I know

770
00:47:33,210 --> 00:47:36,930
don't say anything about themselves. They don't market themselves. And

771
00:47:36,930 --> 00:47:40,130
then now that I'm on, you know, not my nose to the

772
00:47:40,130 --> 00:47:43,850
grindstone, working 247 for one company, I

773
00:47:43,850 --> 00:47:47,650
notice all these other people marketing themselves, but their Backgrounds

774
00:47:47,650 --> 00:47:50,650
are just not there. Like, do they really have that experience?

775
00:47:51,610 --> 00:47:54,390
No. What would happen if I combined those two things?

776
00:47:55,980 --> 00:47:59,700
And so that's, I mean, you really have to put your money where your

777
00:47:59,700 --> 00:48:02,700
mouth is. If you are selling marketing and you are not good at marketing yourself,

778
00:48:02,700 --> 00:48:06,540
like, you just have to be. You can't be like a first grade teacher

779
00:48:06,540 --> 00:48:09,660
who can't spell right. Like you, you have to put

780
00:48:09,660 --> 00:48:13,260
yourself in there as a product. I. People

781
00:48:13,260 --> 00:48:16,460
compliment me on my marketing. I'm like, what choice do I have?

782
00:48:17,260 --> 00:48:20,740
Not only do I believe it, believe in it, and of course I'm going to

783
00:48:20,740 --> 00:48:24,530
take advantage of it myself, but if I didn't do it well, that would be

784
00:48:24,530 --> 00:48:28,290
horrible luck for my business, right? So I do the

785
00:48:28,290 --> 00:48:31,210
same thing. What do I stand for? What? And that's why I love talking to

786
00:48:31,210 --> 00:48:34,090
people about their careers too, because it's the same thing I did to myself.

787
00:48:34,970 --> 00:48:37,290
What do I have to work with? What are my pros? What are my cons?

788
00:48:37,290 --> 00:48:40,810
Who are my competitors? What are their advantages versus me?

789
00:48:41,770 --> 00:48:45,250
Where are my target audience giving their attention? A lot of them on

790
00:48:45,250 --> 00:48:47,850
LinkedIn. I sell B2B services.

791
00:48:48,810 --> 00:48:52,510
And what do I want to be talking about? What's, you know, that's

792
00:48:52,510 --> 00:48:55,630
way down the line. What do I want to be talking about? How do I

793
00:48:55,630 --> 00:48:58,510
talk about it? Do I make a video? Do I put that video on Instagram?

794
00:48:58,510 --> 00:49:02,350
That's like eight decisions deep. I don't need to be worrying about the video for

795
00:49:02,350 --> 00:49:06,150
Instagram when I haven't even decided what I want to build, who I

796
00:49:06,150 --> 00:49:09,670
want to talk to and how I'm going to say it can't. Be the shoe

797
00:49:09,670 --> 00:49:13,310
man's son has no shoes. Right. Or in my case, the

798
00:49:13,310 --> 00:49:17,110
CPA's husband's taxes are always late. I have

799
00:49:17,110 --> 00:49:20,940
a contractor for a husband and our roof has been unfinished for years. Four,

800
00:49:21,330 --> 00:49:23,810
five years. Okay, that's hilarious.

801
00:49:25,970 --> 00:49:29,690
Well, it's an interesting point because. And I think part of this

802
00:49:29,690 --> 00:49:33,370
is generational and you and I probably are not used

803
00:49:33,370 --> 00:49:37,209
to talking about ourselves because you want to do the job

804
00:49:37,209 --> 00:49:40,210
and do the job right and it's about the job and. But that's a lot

805
00:49:40,210 --> 00:49:42,530
of best. People are just like, I'm just going to keep doing the best work

806
00:49:42,530 --> 00:49:45,810
and people are going to notice me because. I am just not that way.

807
00:49:46,050 --> 00:49:48,950
Particularly with social networking, which is a self branding

808
00:49:49,830 --> 00:49:53,550
tool in the first place. Yep. As always was. It's very funny

809
00:49:53,550 --> 00:49:57,110
because when I bring in younger generations here and they just

810
00:49:57,110 --> 00:50:00,150
would have all these ideas and I was like, you guys, you know One of

811
00:50:00,150 --> 00:50:03,790
the things you got to remember about social networking hasn't changed since it started,

812
00:50:03,790 --> 00:50:07,590
which is one person tells 10 and that person, those 10

813
00:50:07,590 --> 00:50:10,190
tell 10 and those tell 10. And all of a sudden you've told a hundred

814
00:50:10,190 --> 00:50:13,110
thousand people. And you've got to remember, that's the point.

815
00:50:13,910 --> 00:50:17,110
It's not about raising your flag and talking about how great you are all the

816
00:50:17,110 --> 00:50:20,830
time. But then you're right, if you don't have the muscle behind what you're talking

817
00:50:20,830 --> 00:50:24,550
about, the experience, to say I'm qualified to

818
00:50:24,550 --> 00:50:27,590
help you here, then it's just

819
00:50:28,150 --> 00:50:31,910
flag waving. People are not going to find out about you just because you're doing

820
00:50:31,910 --> 00:50:35,710
great work inside corporation. And somebody tells somebody and somebody tells somebody. People

821
00:50:35,710 --> 00:50:39,270
are too busy with their own stuff. Yes. You have to go to them.

822
00:50:39,270 --> 00:50:42,900
Yes. Well, you're doing a great job. We're already at 51 minutes, which is

823
00:50:42,900 --> 00:50:46,660
unbelievable. Thank you. This is fun and I

824
00:50:46,660 --> 00:50:50,260
hope we can do it again. There's more to talk about and as you've.

825
00:50:50,260 --> 00:50:52,820
As I peel back the things you're writing and talking about,

826
00:50:53,940 --> 00:50:57,460
I'd like to bring it back on in a few months and see what has

827
00:50:57,460 --> 00:51:00,580
moved, what's changed. Something will have changed by then, as we know.

828
00:51:01,540 --> 00:51:04,420
Before we get off, there was one thing that I wanted to bring about

829
00:51:05,900 --> 00:51:08,460
innovation, and I call it

830
00:51:09,180 --> 00:51:12,980
experiential innovation. Maybe that's not my own word, but

831
00:51:12,980 --> 00:51:16,500
when we were in Bordeaux last month, and not last month,

832
00:51:16,500 --> 00:51:18,700
last, last May, actually, it's been a year already,

833
00:51:20,300 --> 00:51:23,980
we went to Chateau Bailly and had an incredible experience with

834
00:51:23,980 --> 00:51:27,620
Veronique Sanders Van Beek, the director there. But

835
00:51:27,620 --> 00:51:30,940
what she showed us, and this

836
00:51:31,670 --> 00:51:35,230
goes back to your storytelling, we went into their. Their new winery and

837
00:51:35,230 --> 00:51:38,990
it's phenomenally thought through. And so if I'm. If I'm

838
00:51:38,990 --> 00:51:42,710
a visitor and I see this and I'm explained why this

839
00:51:42,710 --> 00:51:46,470
was designed the way it was designed, I'll never forget

840
00:51:46,470 --> 00:51:50,110
that. Right. I'll never forget that experience. And wine has always been

841
00:51:50,110 --> 00:51:53,830
that. Always. It's not an experience to say, I've got this

842
00:51:53,830 --> 00:51:57,680
for five bucks on the Internet. That's not an experience. And I don't.

843
00:51:57,920 --> 00:52:01,600
That's the part about the history of wine that

844
00:52:01,920 --> 00:52:05,760
I don't think it can be shaken or needs to be diverted or changed.

845
00:52:05,760 --> 00:52:09,520
It'll always be the bedrock of the proper glass

846
00:52:09,520 --> 00:52:13,280
of wine that somebody comes to and says, wow, this is something

847
00:52:13,280 --> 00:52:16,640
special. Tell us. Yeah, bristle. When you say the word proper,

848
00:52:18,160 --> 00:52:20,480
what do you mean? What? Bristle. It's.

849
00:52:21,600 --> 00:52:25,150
It's. I Think it's subjective. I think a lot of people that love

850
00:52:25,150 --> 00:52:28,310
wine and wine people, you know, we did research on this,

851
00:52:29,590 --> 00:52:33,310
almost all of us, because I'm one of them, have, have had

852
00:52:33,310 --> 00:52:36,790
their aha moment. Their moment that they can remember that they first

853
00:52:36,870 --> 00:52:40,670
got it about wine there. It picked me and I could tell you

854
00:52:40,670 --> 00:52:42,710
mine. I bet you could tell me yours. I mean there's. I'm sure there's not

855
00:52:42,710 --> 00:52:45,270
many, but like your first one that

856
00:52:46,150 --> 00:52:49,750
sparked your love. Not everybody's like that.

857
00:52:49,750 --> 00:52:53,230
Not everybody is like us and is going to be a wine geek and

858
00:52:53,230 --> 00:52:56,810
wants to go to the chate. And I think the wine

859
00:52:56,810 --> 00:53:00,610
drinking potential population and casual wine drinking population

860
00:53:01,250 --> 00:53:04,050
may be fine with a $5 glass on the Internet

861
00:53:05,330 --> 00:53:09,010
because I don't feel equally. Go ahead. I'm not trying to

862
00:53:09,010 --> 00:53:12,810
cast that wide net in that regard because I think anybody that

863
00:53:12,810 --> 00:53:16,650
drinks a really good glass of wine at least will acknowledge is really good.

864
00:53:16,650 --> 00:53:19,090
And I'll give you an example. When I was with some friends in Napa for

865
00:53:19,090 --> 00:53:21,970
the first time. Now these people, like, they criticize everything I do now,

866
00:53:22,980 --> 00:53:25,660
but up and. Well, before, when I had gone to Napa, this is about five

867
00:53:25,660 --> 00:53:29,460
or seven years ago, we were sitting at Clopagas, you

868
00:53:29,460 --> 00:53:32,980
know, one of the old vintage wine estates properties. And we have two

869
00:53:32,980 --> 00:53:36,780
2014 cabernets. Two different vineyards actually. One was probably the blend and

870
00:53:36,780 --> 00:53:40,540
one was probably vineyard specific. And my friend said, right

871
00:53:40,540 --> 00:53:44,300
in my face. My 50 or my friend of 50 years said, I think this

872
00:53:44,300 --> 00:53:47,660
is. You're full of. I go, what do you mean? He goes, you're full of.

873
00:53:47,660 --> 00:53:50,180
The way you guys use those expressions. And he's talking about this, talk about that.

874
00:53:50,180 --> 00:53:52,900
It doesn't mean anything. I said, okay, let me ask you this question. You've got

875
00:53:52,900 --> 00:53:56,140
two Cabernets here. They're both the same grape, same winemaker, two different

876
00:53:56,540 --> 00:54:00,340
reasons there in the bottle. Do they taste different to you? He said,

877
00:54:00,340 --> 00:54:03,580
yeah. I said, you're on your way. You just started.

878
00:54:04,620 --> 00:54:08,299
Yeah. They explain it, but you notice the difference. Yeah. I'm not

879
00:54:08,299 --> 00:54:11,820
saying that everybody feels that way. So that. And that kind of circled all the

880
00:54:11,820 --> 00:54:15,540
way back360 to the conversation about your Italian family sitting with

881
00:54:15,540 --> 00:54:18,950
a glass of wine on the table every night. It wasn't about

882
00:54:18,950 --> 00:54:22,670
swirling and sniffing and trying to dissect it. Right. It was no care of ever

883
00:54:22,670 --> 00:54:26,310
going to a chateau. They didn't. They've never even traveled, Never done that. Right,

884
00:54:26,550 --> 00:54:30,350
Right. And there's, there's. If you want to sell volume again, it goes back

885
00:54:30,350 --> 00:54:34,190
to what your goal is you can be as artistic as you want

886
00:54:34,190 --> 00:54:38,030
if you. You just need to know what you want to achieve, how

887
00:54:38,030 --> 00:54:40,910
much you're going to spend on getting there and how fast you want to get

888
00:54:40,910 --> 00:54:44,740
there. I can't wait to hear in a few months. The

889
00:54:44,740 --> 00:54:48,060
sort of. The percentage of people have come to you with their different problem, the

890
00:54:48,060 --> 00:54:51,820
types of problems. Eventually you're gonna. It's so fun. A bucket of

891
00:54:51,820 --> 00:54:55,220
one kind of problem, a bucket with other kind of problems. Yeah. A different type

892
00:54:55,220 --> 00:54:59,060
of client. And it'll change, I think. I think every six months it's going to

893
00:54:59,060 --> 00:55:02,820
be changing. There is no shortage of problems in the world. There might

894
00:55:02,820 --> 00:55:06,580
be, you know, layoffs and tariffs and. But there's

895
00:55:06,580 --> 00:55:10,300
no shortage problems. Such a pleasure to have on the show, and I hope

896
00:55:10,300 --> 00:55:13,980
we can see each other soon. You're. You're in Washington? No,

897
00:55:13,980 --> 00:55:17,740
I'm in California. Oh, San Francisco area. Yep. And how

898
00:55:17,740 --> 00:55:21,380
often do you get over to the Valley? Napa Valley. I was just there for

899
00:55:21,380 --> 00:55:25,060
the last three days. I just got back. You know, we're up all the time.

900
00:55:25,380 --> 00:55:28,219
I'm going to give you some notice. If we happen to be able to grab

901
00:55:28,219 --> 00:55:31,460
a glass or a lunch or something, we'd love to do it. Yeah, absolutely.

902
00:55:32,340 --> 00:55:34,660
Thanks again. Thanks, Paul. Cheers.