Loading…
Halpern Suppliers
The living supplier registry — shared, and matched into LCBO intake and inventory. Edit any cell directly; match words are found anywhere in a vendor string or wine name, so keep them distinctive.
Your living supplier directory. Edit any cell directly — click a flag to toggle it, pick dates and status from the menus, add or remove suppliers. Changes save to this browser automatically; export to CSV anytime. Filter with the chips below.
No manager
Has category cc
Inactive
| Supplier | Match words | Manager email(s) | Category cc | Active |
|---|
Visit-Booking SOP
A repeatable flow for booking a producer visit. Work through each element — the tool recommends a visit format and can drop it straight into your pipeline.
① IntentionWhy now?
→
② Last visitHistory & gap
→
③ FocusWhat to achieve
→
④ Wines to sellActive inv. / private offer
→
⑤ Key focusesAudience & angle
→
⑥ FormatStrategic decision
1 · Intention
2 · Last visit
3 · Focus
4 · Wines
5 · Key focuses
6 · Recommendation
Strategic Visit Planner
The pipeline view — every prospective and confirmed visit, and the strategic call on each: dinner, masterclass, media outreach, drop, or trade tasting.
| ID | Producer | Date | Intention | Wines to Sell | Key Focuses | Format | Status |
|---|
Media & Influencer
Your Grand Cru 2026 outreach list — press, television, influencers and socialites in one tracker. Filter by channel, search any name or outlet, and mark each contact Sent and log their response as you work the list. Producer-specific wine drops live on each supplier's portal.
Press
Television
Influencers
Socialites
| Contact | Outlet / Handle | Role | Channel | Category | Pitch angle | Email / Approach | Sent | Response |
|---|
Visit Report Card
A full recap of any single visit or event — who came, what sold, the media it earned, the spend and the ROI. Fill it in, then export a branded PDF to send the supplier as their recap.
Producer Portal
The brand manager's working view of each producer — available inventory synced from the live Inventory master, the full visit and event history, plus sales and media. Choose a producer to open their file.
Producer-facing preview
Halpern Wine · Producer Engagement Hub · sample data shown — connect your Google Sheet via the CONFIG block to go live.