Winery
Galewood Hill Vineyards · Winery · Healdsburg, CA
Thiago Inglewood is the tasting room manager at Galewood Hill Vineyards, a family winery in Healdsburg. He uses this to move each prospective club member from first call to a signed agreement.
Food and hospitalitySales pipelineBoards4 tables · 7 views · 1 form · 3 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateClub board
Club prospectsFirst call6
Rosamund Thackeray-LindqvistGHV-4275(707) 555-0155
Leopold Wolcott-IyerGHV-4282(707) 555-0156
Ottoline Ashworth-DelacroixGHV-4289(707) 555-0157
Evander Alderidge-ParkGHV-4296(707) 555-0158
Clementine Langdon-MokoenaGHV-4303(707) 555-0159
1 moreTasting booked6
Fenella Trevelyan-MwangiGHV-4233(707) 555-0149
Ambrose Kingsbury-SatoGHV-4240(707) 555-0150
Kestrel Zielinski-AdeyemiGHV-4247(707) 555-0151
Nerissa Harcourt-SalazarGHV-4254(707) 555-0152
Gwendolyn Oakhurst-Vasquez-LundGHV-4261(707) 555-0153
1 moreTasted6
Anneke Pemberton-OgunleyeGHV-4191(707) 555-0143
Percival Cavendish-NdlovuGHV-4198(707) 555-0144
Henrietta Dalrymple-EzeGHV-4205(707) 555-0145
Ignatius Abernathy-OduyaGHV-4212(707) 555-0146
Azucena Underhill-CastellanoGHV-4219(707) 555-0147
1 moreOffer sent7
Gideon Crosswell-HaddadGHV-4142(707) 555-0136
Isolde VoskuijlenGHV-4149(707) 555-0137
Lavinia Fairweather-OseiGHV-4156(707) 555-0138
Octavian Ellsworth-QuispeGHV-4163(707) 555-0139
Lucian Sandoval-WhitlockGHV-4170(707) 555-0140
2 moreAgreement signed6
Dashiell Blackthorne-AchebeGHV-4100(707) 555-0130
Soledad Rutherford-AnandGHV-4107(707) 555-0131
Matthias Greystone-LaurentGHV-4114(707) 555-0132
Wilhelmina Hallibury-NwosuGHV-4121(707) 555-0133
Lysander Lockhart-FerreiraGHV-4128(707) 555-0134
1 morePassed3
Beatrix Winthrop-NakamuraGHV-4317(707) 555-0161
Ephraim Penhallow-KrugerGHV-4324(707) 555-0162
Hortensia Farnsworth-ObiGHV-4331(707) 555-0163
Tables
Club prospects
34 sample rows · 16 columnsEveryone being courted for the wine club, from the first call to a signed agreement.
| Prospect | Prospect number | Phone | How they found us | Stage | First call | |
|---|---|---|---|---|---|---|
| Tobiasz Ravenscroft-Mbeki | GHV-4310 | (707) 555-0160 | tobiasz.ravenscroft@harvestpost-sonoma.net | Tasting visit | First call | Oct 5, 2026 |
| Osvaldo Everhart-Silva | GHV-4268 | (707) 555-0154 | osvaldo.everhart@harvestpost-sonoma.net | Website | Tasting booked | Oct 3, 2026 |
| Clementine Langdon-Mokoena | GHV-4303 | (707) 555-0159 | clementine.langdon@harvestpost-sonoma.net | Event | First call | Oct 3, 2026 |
| Gwendolyn Oakhurst-Vasquez-Lund | GHV-4261 | (707) 555-0153 | gwendolyn.oakhurst@harvestpost-sonoma.net | Referral | Tasting booked | Oct 2, 2026 |
| Evander Alderidge-Park | GHV-4296 | (707) 555-0158 | evander.alderidge@harvestpost-sonoma.net | Tasting visit | First call | Oct 1, 2026 |
| Nerissa Harcourt-Salazar | GHV-4254 | (707) 555-0152 | nerissa.harcourt@harvestpost-sonoma.net | Website | Tasting booked | Sep 30, 2026 |
| Kestrel Zielinski-Adeyemi | GHV-4247 | (707) 555-0151 | kestrel.zielinski@harvestpost-sonoma.net | Wine trade fair | Tasting booked | Sep 29, 2026 |
| Ottoline Ashworth-Delacroix | GHV-4289 | (707) 555-0157 | ottoline.ashworth@harvestpost-sonoma.net | Referral | First call | Sep 29, 2026 |
| Ambrose Kingsbury-Sato | GHV-4240 | (707) 555-0150 | ambrose.kingsbury@harvestpost-sonoma.net | Website | Tasting booked | Sep 28, 2026 |
| Fenella Trevelyan-Mwangi | GHV-4233 | (707) 555-0149 | fenella.trevelyan@harvestpost-sonoma.net | Wine trade fair | Tasting booked | Sep 26, 2026 |
| Leopold Wolcott-Iyer | GHV-4282 | (707) 555-0156 | leopold.wolcott@harvestpost-sonoma.net | Tasting visit | First call | Sep 26, 2026 |
| Rosamund Thackeray-Lindqvist | GHV-4275 | (707) 555-0155 | rosamund.thackeray@harvestpost-sonoma.net | Referral | First call | Sep 24, 2026 |
22 more rows
Tastings
20 sample rows · 8 columnsEach tasting-room visit by a prospect, what they tried and what they bought.
| Tasting | Prospect | Visited on | Party size | Flight | Spent in the tasting room | Bottles bought |
|---|---|---|---|---|---|---|
| Tasting - Cornelius Gallagher-Ibekwe | Cornelius Gallagher-Ibekwe | Sep 26, 2026 | 4 | Barrel room tour | $115 | 2 |
| Tasting - Azucena Underhill-Castellano | Azucena Underhill-Castellano | Sep 24, 2026 | 3 | Reserve flight | $240 | 5 |
| Tasting - Ignatius Abernathy-Oduya | Ignatius Abernathy-Oduya | Sep 22, 2026 | 2 | Estate flight | $65 | 1 |
| Tasting - Henrietta Dalrymple-Eze | Henrietta Dalrymple-Eze | Sep 21, 2026 | 5 | Library vertical | $130 | 2 |
| Tasting - Caspian Kettleborrow | Caspian Kettleborrow | Sep 18, 2026 | 2 | Estate flight | $150 | 3 |
| Tasting - Percival Cavendish-Ndlovu | Percival Cavendish-Ndlovu | Sep 16, 2026 | 4 | Barrel room tour | $205 | 4 |
| Tasting - Anneke Pemberton-Ogunleye | Anneke Pemberton-Ogunleye | Sep 14, 2026 | 3 | Reserve flight | $75 | 1 |
| Tasting - Temperance Holloway-Agyeman | Temperance Holloway-Agyeman | Sep 13, 2026 | 5 | Library vertical | $90 | 2 |
| Tasting - Lucian Sandoval-Whitlock | Lucian Sandoval-Whitlock | Sep 12, 2026 | 4 | Barrel room tour | $110 | 2 |
| Tasting - Octavian Ellsworth-Quispe | Octavian Ellsworth-Quispe | Sep 7, 2026 | 3 | Reserve flight | $260 | 5 |
| Tasting - Lavinia Fairweather-Osei | Lavinia Fairweather-Osei | Sep 6, 2026 | 2 | Estate flight | $180 | 4 |
| Tasting - Isolde Voskuijlen | Isolde Voskuijlen | Aug 30, 2026 | 5 | Library vertical | $70 | 1 |
8 more rows
Clubs
4 sample rows · 6 columnsThe wine clubs on offer, what ships and what each shipment costs.
| Club | Bottles per shipment | Shipments a year | Price per shipment | Members and offers |
|---|---|---|---|---|
| Estate Reds Club | 4 | 4 | $120 | Dashiell Blackthorne-Achebe, Lysander Lockhart-Ferreira, Isolde Voskuijlen, Temperance Holloway-Agyeman |
| Cellar Selection Club | 6 | 4 | $210 | Soledad Rutherford-Anand, Wilhelmina Hallibury-Nwosu, Gideon Crosswell-Haddad, Octavian Ellsworth-Quispe, Caspian Kettleborrow |
| Founders Reserve Club | 12 | 2 | $520 | Matthias Greystone-Laurent, Lavinia Fairweather-Osei |
| White and Rose Club | 4 | 3 | $96 | Delphine Tolliver-Brandt, Lucian Sandoval-Whitlock |
Also included
- Club flowStage rules
- Tastings bookedDigest
- New club prospectNotificationTells the tasting room manager a new prospect has asked about the club.
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