How to run a perfect customer visit if you are a wine agent

For wine agents, customer visits are the moments that really count. They’re the bridge between wineries and buyers — whether that buyer is a restaurant, a wine shop, or a distributor. A well-run visit doesn’t just generate orders; it builds trust, strengthens relationships, and opens the door for long-term collaboration.

But how do you make sure every visit counts? Here are five steps to running a perfect customer visit as a wine agent.

1. Prepare like a professional

Preparation is half the battle. Before stepping through the door, make sure you:

Review past orders: what wines did this customer buy before? How often do they reorder?
Check inventory availability: nothing undermines trust like promoting a wine that’s out of stock.
Tailor your selection: bring samples and offers that fit the client’s profile — a high-end restaurant needs different wines than a retail shop.

Tip: A CRM built for wine agents helps you keep all this info in one place instead of scattered across emails and spreadsheets.

2. Tell the story behind the wines

Wine is not just a product; it’s culture, terroir, and emotion. During the visit:

Share the story of the winery and the people behind it.
Highlight unique aspects — organic practices, special terroir, rare varietals.
Use storytelling to make each bottle memorable.

Clients don’t just buy wine; they buy the story they can pass on to their own customers.

3. Make tasting an experience

If you bring samples, treat the tasting as a moment of connection, not just a quick sip.

Present wines in a logical order.
Encourage the customer to share impressions.
Take notes on their reactions for your follow-up.

A great tasting builds emotional buy-in and increases the chance of a sale.

4. Be clear on prices, conditions, and availability

Many visits lose momentum because details are vague. Always come prepared with:

Updated price lists.
Discounts or special conditions relevant to the client.
Transparent delivery times and stock status.

Tip: Using digital tools means you can generate a professional quote or confirm availability on the spot, avoiding back-and-forth later.

5. Follow up quickly and effectively

The visit isn’t over when you leave. The follow-up is where many deals are won or lost.

Send a recap email the same day.
Confirm any orders or next steps immediately.
Update your CRM so you don’t forget details for the next visit.

The faster and more professional your follow-up, the stronger your reputation.

How Dolia can help

Even with the best preparation, running a perfect customer visit requires handling a lot of moving parts: orders, inventory, client history, invoices, follow-ups. This is exactly where Dolia comes in.

Before the visit, Dolia lets you review past orders, check real-time allocations, and create custom catalogues to showcase your bottles.
During the visit, you can show your digital catalogues, create quotes and confirm availability on the spot, without chasing spreadsheets.
After the visit, Dolia makes follow-ups easy by keeping all client notes, orders, and invoices in one place.

The result: less time on admin, more time focusing on your clients, and more sales closed with confidence.

Conclusion

Running the perfect customer visit as a wine agent is about combining preparation, storytelling, professionalism, and follow-up. It’s where human skills meet organization.

Technology can’t replace the face-to-face magic of a tasting, but it can take care of the background: keeping client data organized, checking inventory in real time, and generating instant quotes. That way, you can focus on what really matters — building lasting relationships and selling great wine.