Workflow Retention Turn buyers into members
Workflows Library

Post-Purchase Hospitality
Delight customers and build loyalty automatically.

Automated email + optional WhatsApp follow-ups after a purchase (online or tasting room). Thank them, share serving tips, suggest complementary wines, and introduce your wine club as an experience.

What this workflow includes

Swap the copy + channels per workflow page, but keep this structure the same so one CSS file styles all pages.

Thank-you sequence

Warm post-purchase emails with hospitality-first copy prompts.

Optional WhatsApp touch

A short “thank you + tips” message for customers who prefer mobile.

Smart recommendations

Cross-sell suggestions based on what they bought (reds/whites/sparkling).

Timing rules

Delays and quiet-hours so messages arrive at the right moment.

Brand-safe + compliant

Opt-outs, frequency limits, and “hospitality not hype” guardrails.

Review + club tracking

Track reviews requested, social shares, and wine club interest/conversions.

How it works

A simple timeline you can reuse across every workflow page.

1

Trigger

Customer completes a purchase (online or tasting room, if captured).

2

Thank-you message

Send a warm thank-you + what to expect next (order confirmation, delivery/pickup details).

3

Cellar & serving tips

Share simple storage and serving suggestions tailored to what they bought (sent 1–3 days later).

4

Cross-sell + reviews + wine club

Recommend complementary wines, invite a review/social share, and introduce the wine club as access + experience (sent 5–10 days later).

5

Stop condition

If purchase completes at any time, workflow stops and tags as “Recovered”.

Expected results

Conservative benchmarks for wine farms. Results depend on list quality, fulfilment experience, and brand voice.

Repeat purchase lift
+5–15%
more second orders from customers who felt looked after post-purchase.
Reviews collected
2–6×
more reviews when asked at the right moment with the right tone.
Wine club interest
+10–30%
more clicks and enquiries when positioned as access + experience.
Customer satisfaction
Stronger
fewer “where is my order?” messages with proactive, helpful comms.
Time saved
2–5 hrs/wk
less manual follow-up and fewer repetitive questions to answer.
Brand perception
Hospitality
customers feel hosted—like they’re part of the farm, not a funnel.

Want this running for your wine farm?

We can deploy it as-is, or tailor it to your product range, brand voice, and channels.