Example 1
A wine estate that wants to welcome guests better
A family wine estate with a respected name and a busy season of visits and tastings. More people come every year, but few of them become customers the estate knows by name. A handful of rooms could be added; the owners fear that growth will cost the place its character.
Grow in value, not in numbers. What wears away a place’s character is not hospitality — it is quantity.
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Phase 1A · Readings and positioning
about six weeks
What it covers
- Three years of bookings, customer records and direct sales: how many visitors leave a name, how many buy, what each is worth.
- The guest’s journey from arrival to the months after — including an unannounced visit, made as the target guest would make it.
- Booking, till and customer systems, and what it takes to recognise one person across all of them.
- The estates that are genuinely comparable, and the ground this one can claim that no other can.
- How a members’ circle or loyalty structure should work: tiers, what membership gives, and what it deliberately leaves out.
What you hold at the end
- An analysis report, in Italian, written to be read rather than filed.
- Competitive set sheets and a recommended positioning.
- The architecture of the members’ circle.
- A working session with owners and management, with the immediate priorities.
Then You decide whether to go on. What you hold already stands on its own: you could brief a website agency or restructure the tastings from it tomorrow.
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Phase 1B · Masterplan and economic model
about three and a half months, with a checkpoint halfway
What it covers
- A destination concept: what the estate wants to be as a place, for whom, with what promise.
- Demand at the top of the market: rates, occupancy by season, and how far the season can honestly be stretched.
- What the existing spaces should become — number and size of rooms — tested with a partner design studio.
- Restaurant, experiences and events: service model, staffing and expected margins, and the role each plays in the whole.
- What running rooms will require — fire safety, training, food hygiene, licensing — so there are no surprises later.
What you hold at the end
- A masterplan ordered by dependency — what makes what possible — not by calendar: you set the pace.
- An economic model with explicit assumptions, and one number to watch: what a guest is worth from the first visit on.
- An operating model, the profile of the person who should run hospitality, and precise briefs for architects, the website and other partners.
Then Every later decision — a restaurant, a wine shop, rooms, a club — stops being a bet and becomes a consequence.