“We talk and email and post…but it doesn’t sell more wine.”
“We don’t understand what we’re supposed to be doing.”
“We can’t keep going like this.”

Do your wine marketing decisions feel like expensive guesswork? Without a clear understanding of your customers, messaging, and goals, you might be leaving success or failure to chance.

Our Strategy Workshops are designed to guide you through the challenges facing today’s crowded wine market. Our framework has developed over years of working exclusively with wine brands…and because we only work with wine, we bring industry savvy to your workshop experience.


Strategy Workshops provide the insights that simplify your day-to-day wine marketing & communications decisions, including:

— brand messaging
— Websites & e-commerce
— Social Media & newsletters
— Wine Clubs
— paid Advertising

— Tasting Room experiences
— products & services
— position & pricing
— Distribution Channels
— strategic planning


Clarify Your Goals

What are you trying to accomplish with your brand? Hint: it’s not always financial success. Our first step ensures that your team is crystal clear on what they hope to achieve, and can come together in a strong, coordinated effort.

Make sense of your customers

They’re so much more than data points. Together, we’ll construct near-tangible customer personas that will empower your wine brand to speak the right message to the right people at the right time.

Master your communications

There’s so much talk of storytelling, but are you telling the right story? We’ll create a framework that will allow you to make informed decisions about content, visuals, websites, social media…let’s get rid of the guesswork!

Make a plan!

Before we wrap, we’ll lay out a strategy that brings it all together: goals, customers & communication. Then we’ll go away and develop a custom roadmap to keep you on track when confusion and overwhelm strike.

is it right for us?

5forests Workshops are designed for wine businesses who are ready to take action and commit to a better future for their brand. Our clients include:

— Wineries
— Winemakers
— Wine Retailers
— Wine Tourism Operators
— Wine Writers
— Wine Bloggers
— Wine Distributors
— (and sometimes brewers!)

how it works

Change is hard, but staying where you are is harder.  If you’ve read this far, you know it’s time to ask the difficult questions:
— How much is your current messaging costing you?
— How many customers don’t understand what makes you different?
— How many empty seats could we fill with better communications?
— Are we prepared for tomorrow?

Your one-of-a-kind strategy workshop will help you answer these questions. Here’s what you’ll get:

  • 2 Pre-Workshop Video Calls

    Set the stage, review expectations, and determine requirements for success

  • 3-day Strategy Workshop

    Together with your team and stakeholders, we will dive into what’s holding you back and what you need to move forward. Download a sample workshop agenda.

  • Your Custom Roadmap

    Approximately 2 weeks after your workshop, you’ll receive your 15-20 page report to help your team stay on track and make consistent, informed decisions.

  • 2 Post-Workshop Video Calls

    Now is the time to review wins, challenges, plans, or address any questions you face as you implement your new understanding.

Along with the above benefits, our fees include a pre-workshop audit of your brand, positioning, and competition, and development of your unique workshop agenda.

What’s my investment?

A 5forests Strategy Workshop costs $5900 plus travel expenses.

Please note: We only conduct two workshops per month and generally are booked 2-3 months in advance.

nice words

brand workshop testimonials

A strategy workshop with Polly was all about finding out who we are, who we say we are and what others say we are. We know now why customers will choose our brand over another and we have a clear brand statement which goes hand in hand with all our solid, engaging and social media savvy (very important nowadays) communications internally and externally. Polly won’t just boost your brand with the energy and passion to succeed but she is hands-on involved in the planning, strategy and execution of the brand discovery. She makes you discover who you are to realise who you want to be.
Jemma Grobbelaar, JG Wine & Drinks

Polly is a fantastic guide and mentor for the process of Brand Strategy. We thought we understood who our customers were before this process, but Polly helped us to give them a name and a voice so we could build actual relationships with them. She gave careful consideration to first figuring out the right questions to ask and then helped us to craft a set of plans for how to work with the knowledge gained. She put into our hands a set of tools we can use to chart our way forward with our business. I feel empowered and better equipped to grow our business now.
Chris Mills, Kereru Brewing Co.


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