Sonoma County — Operations Consulting
Clean numbers. Quiet operations.
Operations systems for Sonoma County wineries — club, DTC, inventory, compliance. One source of truth, refreshed daily, owned by you forever.
Sonoma County, CA · Operating as Daryl Lagmay (sole prop)
What I solve
Three problems wineries hire me for.
01
Commerce7 AI Stack
Commerce7 runs your tasting room, club, and online store — but your customer data is trapped inside it. POS sales close without an email, club churn is invisible until the cancel notice, and allocations get hand-built from a spreadsheet.
A Commerce7 data warehouse you own, plus five workflows: tasting-room email capture, AI-personalized cart recovery, club churn scoring 60–90 days early, an allocation manager, and post-purchase review collection. 6–8 weeks. From $6,000 + retainer.
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02
Data Mirror + KPI Dashboard
Tasting room manager exports CSVs every Monday. Numbers never agree across club, POS, and accounting.
One operations base, refreshed daily from every source. Owners see today's numbers, not last week's. From $4.5K.
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03
Club Ops
Allocations, declines, address changes, hold-shipments — all in email. Nothing is logged. Nothing is owned.
A productized retainer that runs club operations end-to-end with full audit trail. Monthly.
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How I work
Four phases. Predictable scope.
01
Discovery
25-minute call. Free. We figure out if this is a fit.
02
Audit
Two weeks paid. Current state, gaps, 90-day plan you own.
03
Build
Productized scope. Fixed price. No scope creep, no surprises.
04
Handoff
Loom walkthroughs, written runbook, you own the workspace.
Free resource
California SB 1013 reporting? Steal my CRV template.
Catalog tags, BOE filing template, label specs. The same setup I run with paying clients. No email required.
Ready to talk?
Book a 25-minute intro.
I read every inquiry. If we're not a fit I'll tell you on the call and point you somewhere better.