Module 1 Know your customer and market 4 hAnalyse
Every sound business in winery begins with one clear customer and one clear problem. In São Paulo and the wider state, demand is real but crowded, so a small, well-described customer group wins before a broad one.
- In winery: Know buyers: shops, restaurants, wine clubs, and visitors.
- Write the customer in one sentence: a shop, a restaurant or a guest. Add the place, the moment of need and what they use today.
- List five rivals or substitutes within reach. For each, record price, strength, weakness and how people reach it.
- Interview at least eight real customers with open questions. Record exact words, not your summary.
- Count the market in units: how many cases of 6 could one area buy in a month? Use two public sources and your own count, then take the lower figure.
- Choose one first segment and say why the others wait.
Worked example. Weak: 'Everyone needs bottled wine.' Strong: 'Our first customer is a shop, a restaurant or a guest within 8 km of the centre, who today pays R$ 572 per case of 6 and complains about delay. We target 72 cases of 6 a month by month three.'
Second worked scenario. Scenario: ten customers are interviewed for winery. Seven say price, two say speed, one says trust. Question: which first message do you write, and which interview record backs it? Model answer: lead with the case of 6 price and speed promise, keep trust proof as the second line, and cite the seven price answers by date.
Activity. Write the one-sentence customer, a five-row rival table and eight interview records. Share them with a peer for a challenge round.
Standard to meet. Define a specific customer, build a rival table with prices, and trace every claim to an interview or a source.
Module 2 Rules, registration and data duties in Brazil 4 hUnderstand
Brazil asks every trader to be visible and accountable. Know which register, tax regime and sector rules apply before the first sale, and check each against the current official text.
- In winery: Producers register with the agriculture authority (MAPA); labels follow wine rules.
- Choose a legal form: micro-entrepreneur (MEI) only if your activity appears on the official MEI list, or a company registered with a CNPJ. Regulated activities need their sector authorisation first. Check the current limits and lists on the official portal.
- Learn the tax regime that fits your size and write down which taxes you will collect and pay, and when.
- Find the sector rules for winery: licences, inspections, professional registers. List each with the office that issues it and the renewal date.
- Personal data of customers falls under Brazil's data protection law (LGPD). Collect only what you need, say why, keep it safe, and name who answers questions.
- Consumer law gives buyers clear rights on information, returns and complaints. Put your terms in plain Portuguese.
Worked example. Checklist for a new winery trader: 1) legal form (CNPJ, or MEI only if your activity is on the official list); 2) city operating licence; 3) sector licence or register; 4) tax set-up; 5) privacy notice; 6) written terms. Each has an owner and a date.
Second worked scenario. Scenario: a neighbour says registration can wait until the first R$ 2.600 of sales. Question: what do you do? Model answer: do not delay; write the compliance table first, confirm the register, tax and sector licence with the official office, and start only where the table shows no open blocker.
Activity. Build your own six-line compliance table for your first location. Mark what is done, what is pending and who confirms it.
Standard to meet. Cite an official source for every line, assume nothing, and date every pending item. Local law always wins over this course.
Module 3 Design the offer 4 hCreate
An offer states what the customer gets, how well, by when and at what price. For bottled wine, the offer must make the quality visible and the next step easy.
- In winery: Design range by style, price and story; keep a tasting sheet.
- Describe the core offer in three lines: what is delivered (bottled wine), the standard it meets, and the time it takes.
- Add one proof for each promise: a sample, a test result, a guarantee or a customer record.
- Price from cost upward and from customer value downward, then pick a price inside both.
- Write a simple one-page terms sheet: what is included, what is extra, how to cancel.
- Create two options at most, so choice stays easy.
Worked example. Offer: 'Bottled wine, delivered within agreed time, checked against a written standard, price R$ 520 per case of 6. Proof: a dated record the customer can check and sign. Changes or cancellation by written agreement before work begins.'
Second worked scenario. Scenario: a customer asks for a discount from R$ 520 to R$ 468 per case of 6. Question: decide with numbers. Model answer: contribution falls from R$ 220 to R$ 168 per case of 6; offer an extra of value (for example faster service) before cutting price, and accept only if the lower contribution still clears break-even.
Longer notes. Choose the wine styles your vineyard and cellar can repeat every year, such as a young red, a dry white and a sparkling, and name one buyer for each: restaurants, gift shops or visitors. Sell in cases of six so the price is easy to quote. Work out what one case costs from grapes, glass, corks, labels, tank time, labour and breakage. Compare your price with similar wines in Sao Paulo shops. Confirm production registration, label content and alcohol-sales rules before you sell a case. Keep a sample bottle from every lot for a year, with its batch number, so you can answer a complaint and compare vintages.
Extra worked example. One case of 6 sells for R$ 520. Its variable cost is R$ 140 in grapes, R$ 90 in glass, corks and labels, R$ 55 in cellar labour and energy, and R$ 15 for breakage, so R$ 140 + R$ 90 + R$ 55 + R$ 15 = R$ 300. Margin is R$ 220, or 42,3 percent. Fixed cost is R$ 22.000 a month, so break-even is 22.000 / 220 = 100 cases. This breakdown is a worked-example figure, not a market price. Selling 120 cases leaves only R$ 4.400 after tanks and rent.
Activity. Write the offer card, the proof list and the terms sheet. Test them with three customers and note every point where they hesitated.
Standard to meet. Check that promise, proof and price are consistent, fit the terms on one page, and record three customer reactions.
Module 4 Run the work step by step 5 hApply
Good operations make results repeatable. For winery, write each step so a new person could follow it on their first day, and measure each step.
- In winery: Cycle: harvest, crush, ferment, age, blend, bottle, label; log temperature and sulfite.
- Map the process from first contact to paid and closed. Typical stages: enquiry, quote, preparation, delivery of the case of 6, check, payment, follow-up.
- Name the key resource at each stage: clean tanks and a harvest plan. Note what happens if it is missing.
- Write a one-page standard procedure per stage: who, what, tool, time, record.
- Choose three measures: speed, quality (errors per 100) and customer rating. Review them every week.
- Fix the cause of a defect, not the symptom. Ask 'why' five times and record the answer.
Worked example. Stage record: 'Prepare. Owner: lead. Time: 30 min. Tool: checklist. Record: signed sheet. Defect found on 1 of 30 cases of 6 last week; cause: missing check on clean tanks and a harvest plan; fix: add check at start, review next Friday.'
Second worked scenario. Scenario: of 120 cases of 6 last month, 7 had a defect traced to clean tanks and a harvest plan. Question: what is the defect rate and what is your first action? Model answer: about 6 defects per 100; stop the cause (add a check at the start), correct affected customers, log the cause, and re-measure next week.
Activity. Draw the process map and write procedures for the two riskiest stages. Run each once and time it.
Standard to meet. Write procedures a stranger can follow, record weekly numbers for each measure, and trace one defect to a root cause.
Module 5 Safety, quality and risk 4 hEvaluate
The most serious risk in this field is spoilage or a mislabelled bottle. A calm, written risk routine protects people first and the business second.
- In winery: Spoilage, tank gas and press hazards; use ventilation and lockout.
- List ten things that could go wrong. Score each for how likely (1 to 5) and how serious (1 to 5). Multiply and sort.
- For the top five, choose a control: remove the hazard, replace it, guard it, train people, or use protective gear, in that order of preference.
- Write who does what in an emergency, and rehearse it once a quarter.
- Keep an incident and near-miss log. Near-misses are free lessons.
- Check that insurance and legal duties match the risk you actually carry.
Worked example. Risk row: 'Hazard: spoilage or a mislabelled bottle. Likelihood 3, severity 5, score 15. Control: written check before each case of 6, trained staff, log sheet. Owner: site lead. Review monthly.'
Second worked scenario. Scenario: a near-miss occurs: spoilage or a mislabelled bottle nearly happened but no one was hurt. Question: what do you do in the next 24 hours? Model answer: make safe, record the event, ask the five whys, add or tighten one control, brief the team, and set a review date; near-misses count as lessons, not blame.
Activity. Build a ten-row risk register and a one-page emergency plan. Run a ten-minute drill with a peer and note two improvements.
Standard to meet. Rank controls by preference for the top risks, run the drill, and start the log. Where a regulation applies, follow the official rule.
Module 6 People, skills and service 4 hApply
People deliver the promise. Define roles, train to a standard and give feedback in the open.
- In winery: Train cellar staff in hygiene and sampling.
- Write a role card for each person: purpose, five tasks, the standard for each, and who to ask for help.
- Train by showing, doing with support, then doing alone with a check. Record sign-off per task.
- Set service rules for answering customers: reply times, tone, how to apologise and fix.
- Hold a ten-minute team check each day: yesterday's problem, today's plan, one risk.
- Build a growth path: what a new person can do in week 1, month 3 and month 12.
Worked example. Training record: 'Task: process a complaint. Shown 2 May; done with support 4 May; done alone 8 May, checked: apology, fix, follow-up call. Signed by lead.'
Second worked scenario. Scenario: a new hire completes training but a customer complaint shows a skipped step. Question: whose gap is it? Model answer: first the system: check the role card, the training sign-off and the checklist; then coach the person and fix the document so the step cannot be skipped.
Longer notes. Separate cellar jobs by season: harvest pickers, a cellar worker for racking and cleaning, a bottling crew and a host for visitors. Write a one-page procedure for sanitising hoses, tanks and filling equipment, and demonstrate each step once with the helper watching. Check hygiene every day, because one dirty valve can spoil a tank. Practise a short tasting talk in plain words. Agree harvest days and pay in writing early, and confirm the rules on seasonal work before the pickers arrive. Label every tank and hose with its use and cleaning date, and keep a logbook beside the door. Visitors and new workers then copy the routine without being asked, and the cellar stays traceable.
Extra worked example. Bottling 120 cases takes an untrained pair 12 hours and a trained pair 8 hours, at R$ 25 per hour each. Time saved is 4 hours x 2 x R$ 25 = R$ 200. Training costs 1 hour x 2 x R$ 25 = R$ 50. Careful handling also cuts breakage from 6 cases to 3, saving 3 x R$ 300 = R$ 900. Counts, hours and rates are worked-example assumptions, not market data. Net gain for the lot is R$ 200 + R$ 900 - R$ 50 = R$ 1.050.
Activity. Write two role cards and a training plan for one new hire. Role-play a hard customer conversation twice and review.
Standard to meet. Write role cards with measurable standards, show the sign-off steps in training, and write the service rules in plain words.
Module 7 Money: cost, price and break-even 5 hAnalyse
A business lives or dies on a few numbers. Know your contribution per unit, your fixed costs and the volume you need.
- In winery: Cost per bottle includes ageing time and losses.
- Contribution per case of 6 = price minus variable cost. Fixed costs are paid whether you sell or not.
- Break-even units = fixed cost divided by contribution. Plan to pass it by a safe margin.
- Make a 12-month cash plan. Cash timing matters as much as profit: customers may pay late, suppliers may want money first.
- Keep money for business and money for the owner apart.
- Test the plan: what if sales fall by a quarter, or cost rises by a tenth?
Worked example. Worked example, all figures in reais: price R$ 520, variable cost R$ 300, contribution R$ 220 per case of 6. Fixed cost R$ 22.000 a month. Break-even = R$ 22.000 / R$ 220 = 100 cases of 6 a month. At 120 cases of 6 a month, profit = R$ 220 x 120 - R$ 22.000 = R$ 4.400. These are teaching figures that belong to this example only; later examples and the case study use their own figures. Use your own.
Second worked scenario. Scenario: sales fall to 90 cases of 6 a month. Question: what is the monthly result? Model answer: R$ 220 x 90 - R$ 22.000 = R$ -2.200; compare with break-even of 100 cases of 6 and decide whether to cut fixed cost or raise volume first. Teaching figures only.
Activity. Build your own table: price, variable cost, contribution, fixed cost, break-even and a downside case at 75% of sales. Show it to a peer or mentor.
Standard to meet. Calculate correctly, give every figure a source or mark it as an assumption, and show a downside case.
Module 8 Grow, measure and renew 4 hEvaluate
Growth should follow proof. Measure, learn, then add; and keep returning to the customer.
- In winery: Grow with club subscriptions and visits.
- Pick one growth lever at a time: new customers, a higher repeat rate, a better price, or a new offer.
- Set one measurable target for 90 days, such as 'raise repeat customers from 20% to 30%'.
- Ask each customer how they found you, and record it. Spend more where the record shows results.
- Review monthly: numbers, defects, complaints, cash. Write three decisions each time.
- Plan the renewal of licences, equipment and skills a year ahead.
Worked example. 90-day plan: 'Lever: repeat customers. Action: follow-up call after every case of 6. Target: repeat rate from 20% to 30%. Check: weekly count. Review date: day 45 and day 90.'
Second worked scenario. Scenario: you can add 24 cases of 6 a month by one of two levers: a follow-up call to past customers or a price rise of R$ 52 to R$ 572. Question: how do you choose? Model answer: test the cheaper reversible lever first (the call), measure for 30 days, and only then try the price change, so you can tell which one worked.
Longer notes. Keep a sales sheet for each channel: cellar door, restaurants and online orders. Record cases sold, price, unpaid invoices and the cases left from each vintage. Find which wine sells out first and which stays in the rack, then adjust the next batch. Build a list of repeat buyers, with their consent, and offer them a seasonal release. Visit each restaurant buyer every quarter with a tasting. Decide whether to age or reprice slow cases before they lose freshness. Note the weather and harvest quality beside each sales record, because a poor vintage changes what you can charge. Share the sheet with your partner each month so decisions on stock and price rest on figures.
Extra worked example. Last quarter you sold 150 cases at the cellar door, 130 to restaurants and 80 online, 360 cases in all at R$ 520. Revenue is 360 x R$ 520 = R$ 187.200 and variable cost is 360 x R$ 300 = R$ 108.000. Margin is R$ 79.200. Fixed cost for 3 months is 3 x R$ 22.000 = R$ 66.000, so profit is R$ 13.200. The what-if figures here are invented for the example, not real market data. Each case sold adds R$ 220, so 20 unsold cases hold R$ 6.000 of cost.
Activity. Write a 90-day plan with one target, three actions and a review date. Present it in five minutes and take questions.
Standard to meet. Set a measurable, dated target, break the actions down small enough to start this week, and put the review date in the calendar.