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Comprehensive Onboarding Template

Download and customize this comprehensive Beyond the Wine Onboarding Plan template to fit your organization and the roles you’re onboarding. Reach out for support at any stage along the way to ensure your onboarding plan ticks all the right boxes to set the stage for an engaged, loyal, productive, and happy team!

  • Accelerate integration of your new hire and increase productivity
  • Create the team culture you want
  • Improve staff retention, engagement, and loyalty
  • Improve the quality of your guest experience
  • Attract the right candidates
  • Increase sales

Training for Success

You’ve invested time and energy in selecting and onboarding your awesome team members. Set your team up for success by providing enough of the right training that goes Beyond the Wine, whether they’re in the tasting room or in your office. Follow these initial Pro-Tips to establish clear goals and expectations and get your team motivated from day one – you’ll be guaranteed to see more sales, greater wine club enrollment and a more engaged and engaging team!

Recruitment, Hiring & Onboarding for Success

It’s a highly competitive hiring market in Wine Country and Tasting Room Managers have a lot on their plates! Use these Hiring and Onboarding Pro-Tips to go Beyond the Wine and ensure you get maximum return on your investment in time and effort in recruiting your team. Taking greater care and dedicating more time in the hiring and onboarding phases increases employee engagement and retention.

Learn more about our training programs

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Top Tips for Winery Visitor Engagement and Soaring DTC Sales!

There are so many opportunities to make your visitors’ time with you memorable and unique. It starts before they even arrive and it goes Beyond the Wine once they’re there! Take a look at some of our top Pro-Tips. Don’t miss out on seizing all your opportunities and watch your DTC tasting room sales soar, and your reputation too!


Ashli is an extremely positive and magnetic personality. She is easy to work with and her enthusiasm and insights have taken a group of strangers and helped us to bond as a team. The most valuable to me was learning to work with each of our personality types. Fascinating discovery that I now use in my relationships outside work as well. Ashli's teachings and insights are a must!

Kim KAsst. Tasting Room Manager, Phantom Creek Estates Winery

Ashli introduced the concept very clearly from the beginning, which set a great foundation to work on. She also provided an environment (through activities) where we got to know the other participants quickly.

Workshop Participant

Learned a lot about myself and how better to work with others. Good concrete goals and actions came out of this course experience.

Workshop Participant

I had the privilege to work with Ashli on several official high profile promotional events, in my former capacity as Italian Travel Commissioner for Canada. Her outstanding professional know-how and managerial skills have always impressed me and I am pleased to recommend her as an ideal business partner.

Enzo CMarketing Solutions for Unique Travel Products

I've taken the DiSC with the CPA program and it's probably the most accurate test I've ever taken. It did an outstanding job of figuring out what makes me tick.

Matthew PVice President, Finance, New Market Funds

Ashli is a committed professional who is a joy to work with. Her energy and enthusiasm are infectious. And she is very knowledgeable in people development and personality assessment. She is dedicated to the success of her clients and goes the extra mile to ensure her advice, tools and expertise are having a positive impact on her client’s business.


Let’s strengthen your team!

Make every single guest engagement count with our “Beyond the Wine” training. Give us a call and find out how we build your team’s sales skills for a more profitable bottom line!