Trevor's Wine Club

Staff SOP

Undated: Sept.29.2025

Customer Journey

🟢 Enrollment Open Process

1

QR Code Scan

Guest scans QR Code #1

Guest clicks the link online

2

Sales Page Visit

Guest goes to Sales Page

3

Subscription Purchase

Guest purchases a Monthly or Annual

membership and selects a pickup location

4

Email Receipt

Member receives an email receipt from E-Series (after purchase + each renewal)

5

Wait for Updates

Member waits for email updates and picks up wine on the 3rd Thursday

6

Pick Up Wine

Member scans QR Code #2 (included in pickup) → Members page to view current/past wine info + concierge form

Enrollment Closed

🛑 Customer Journey When Closed

1

QR Code Scan

Guest scans QR Code #1

2

Info Page & Waitlist

Guest goes to info page with countdown timer and form to join the waitlist

3

Success Notification

Guest receives a notification from the website letting them know they have been subscribed.

4

Reminder Email

Guest receives a reminder email before enrollment opens again

Member Redemption

🖥 How to Identify & Apply Benefits

Waived Corkage

  • Assign the Customer to the check at the top right of the screen by searching by First and Last Name. Once the Customer is added, the discount will automatically apply.

10% Off Wine Purchases

  • Add phone number for loyalty at checkout and the discount will apply automatically to any wine purchase. You should also see 'Wine Club' next to the members name.