Trellis Strategy helps wineries with DTC sales and marketing — from campaigns and customer communication to retention strategy and content support.
I step in as an extension of your team to support the DTC sales and marketing priorities that need attention now — from sales campaigns and customer communication to wine club, loyalty, tasting experience improvements, and day-to-day execution.Support is flexible, so you can keep priorities moving without adding headcount or committing to a long-term agency retainer.
Services
I bring a mix of winery DTC sales and marketing, customer retention, campaign planning, content support, and hands-on execution — helping wineries launch campaigns, communicate with customers, support wine club and e-commerce goals, and drive repeat business.As the creator and owner of The Burg 411, I also bring a local lens into what people are noticing, sharing, and responding to across Healdsburg and wine country.
Marketing Support
From customer insights and market research to email and SMS campaigns, promotions, seasonal offers, customer communication, and follow-up, I help plan and execute marketing that keeps priorities moving.I’m also comfortable working inside the systems your winery already uses, including Klaviyo, Commerce7, RedChirp, WinePulse, and other winery-specific tools.
Retention & Loyalty Strategy
I help turn one-time buyers into loyal, long-term customers through targeted communication, loyalty programs, membership strategies, subscription offers, and campaigns designed to encourage repeat business.Using customer segmentation and past purchase behavior, I identify opportunities to re-engage lapsed customers, strengthen subscription and VIP programs, and increase long-term customer value.
Customer & Guest Experience
The details matter — from designing or refining tasting experiences to service touchpoints, events, partnerships, local programs, special offers, and follow-up.I help bring those details together to create thoughtful, connected experiences that encourage return visits and build lasting relationships.
Content & Creative Support
I help wineries create the content and materials that support campaigns, customer communication, tasting room experiences, and brand consistency — from email copy and tasting notes to social media strategy, post copy, website updates, menus, flyers, and customer-facing materials.
How We’ll Work Together
Start with a conversation about your winery
We’ll talk through your business, DTC goals, what’s working, and where support could make the biggest impact — from campaigns and customer retention to guest communication and tasting room priorities.Set the priorities together
Together, we’ll identify what needs attention first, where support will be most useful, and how to move the work forward in a way that fits your winery, team, and timing.Put the plan into action
I step in to help execute the plan — from email and SMS sales campaigns to customer communication, tasting materials, and day-to-day marketing execution.Flexible support, built around your needs
Support is available through flexible hourly packages — 5, 20, 40, or 60 hours — that can be used over several months.
About
I’m Jen Appling, founder of Trellis Strategy.I’ve spent more than 15 years helping brands and wineries connect with customers, build loyalty, and bring marketing ideas to life. My experience spans DTC campaigns, customer retention, membership and loyalty programs, content support, and hands-on program execution — including loyalty strategy for a $1B+ membership and subscription business.Trellis Strategy grew out of my love for wine country, marketing work, and supporting the people behind wineries. I like stepping in where help is needed most — organizing ideas, shaping the message, and getting marketing projects done with focus, care, and a fresh perspective.Based in Healdsburg, I work closely with wineries throughout Sonoma County. I’m also the creator of The Burg 411, where I share what’s happening locally and highlight the people, places, and businesses that make this community special.
Experience & Recognition
I bring winery-focused marketing support backed by broader consumer brand experience across DTC campaigns, customer retention, membership programs, content, and brand storytelling.
Select Winery Work
Consumer Brand Experience
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Ready to Work Together?
Have a winery marketing project in mind or need extra support with DTC campaigns, customer communication, retention, or content? Let’s connect. I’ll follow up within 1–2 business days.
Trellis Strategy
1363 Healdsburg Ave. #5017 | Healdsburg, CA 95448
[email protected]© 2026 Trellis Strategy · Part of Valley & Vine Ventures LLC