About Full Circle Wine Solutions, Inc. Our goal is simple ... · PDF fileAbout Full Circle...

About Full Circle Wine Solutions, Inc.Based in the San Francisco bay area, Full Circle Wine Solutions is a wine & spirits education firm that grows brand loyalty and client profits through tailored wine programs and effective hospitality training. Using a vast and established network of sommelier educators led by Master Sommelier Evan Goldstein, we host high quality and consistent wine tasting experiences across multiple locations around the US. Each program is carefully tailored to clients’ needs to achieve optimal results. Our signature programs can help clients create brand ambassadors, acquire new clients, grow client relationships for stronger profit growth. Our goal is simple. Fuel passion through education.

Our Business Philosophy• We are committed to being a trusted service that encourages wine drinkers to sustain a lifelong

process of discovering and learning about wines. • We believe that wine appreciation is about enjoying and celebrating life, a pleasure that should not

be hindered by complex rules and arbitrary point systems.

An Overview Of Our Products And Services

Contact Us For A Tailored Proposal customized to your needs. For more information, please email us at [email protected]. Or call 415.683.0696.

Region Education Programs

• We create custom seminars, trips and tastings for specific wine regions.• We hand-select trade attendees for specialized programs and handle all

RSVPs and logistic needs.

Wine & Food Seminars for Targeted Consumers

• We design team- and relationship-building seminars for Corporate and Financial Services Clients in fine dining restaurants.

• We create brand word-of-mouth for Wineries through strategic product placements in highly-targeted consumer seminars.

Education Programs for Retail & Wait Staff

• We help Wineries create wait staff buzz and ensure brand sell-through.• We provide Retail & Restaurant Operators with consistent wine education

and service training to grow beverage profits.

Custom Seminars for Beverage Buyers and Media

• We represent Wineries in memorable, sommelier-led wine and food seminars for Beverage Buyers and Media to help boost account sales and brand awareness.

In-Market Portfolio Training for Distributors

• We help Wineries gain stronger distributor mindshare by empowering Distributor sales staff with wine and brand knowledge.

Wine Consulting and Speaking Engagements

• Full Circle Wine Solutions offers sommelier focus groups, strategic wine consulting, wine list evaluation, custom wine content projects, and sommelier guest speakers.

1139 San Carlos Avenue, Suite 202, San Carlos, California 94070. telephone. 415.683.0696 | website. fullcirclewinesolutions.com

© 2010. Full Circle Wine Solutions, Inc.

Management Team BiosLimeng Stroh. Founder and Chief Executive OfficerLimeng Stroh founded Full Circe Wine Solutions, Inc. in Fall 2007, as a wine and spirits education firm to deliver tailored onsite seminars and engaging online content. Previously, Limeng was the Senior Director of Marketing at Beam Wine Estates where she managed the company’s core brands that generated more than eighty-five percent of the wine division’s profits. As a group director, Limeng set the long-term strategic direction and oversaw annual marketing plans for nine different brands including Clos du Bois, Geyser Peak and Wild Horse Winery. Her cross-functional experience in working closely with winery operation teams, regional sales and finance management has enabled her to lead the brands to successful positions in the competitive wine marketplace.

In 2003 Limeng graduated from Harvard Business School with a Masters in Business Administration. She also graduated with Honors from Duke University in three years with a Bachelor of Science degree in Biology. Her professional background includes a summer MBA internship with Pepsi-Cola North America. In 1998 Limeng was selected for a rotational management achievement program with Ernest & Julio Gallo Winery. Her experience with Ernest & Julio Gallo Winery included positions in sales, marketing, supply chain and web business development. As a native of Singapore, Limeng also worked on international markets as the Asia-Pacific Marketing Manager in Gallo’s International division.

Evan Goldstein, M.S. President and Chief Education OfficerEvan Goldstein, M.S., is one of the nation’s most prolific food and wine industry veterans. His food and wine career started at age 19 in the kitchens of the Restaurant Le Saintongeais and the Hotel Lancaster in Paris, Auberge du Soleil in Napa Valley, and Chez Panisse Café in Berkeley, California. In 1984 he joined his mother, Chef and Author Joyce Goldstein, in opening the celebrated San Francisco restaurant Square One where as sommelier his wine lists received a myriad of awards. In 1987 he became the eighth American and youngest ever at the time to pass the prestigious Master Sommelier examination. Since 1990 Evan has created education programs, wine training and service hospitality schools with Seagram Chateau & Estates Wines Company, Diageo, Allied Domecq, and most recently, as the Vice President of Global Wine & Brand Education at Beam Wine Estates. In addition, Evan continues to train and examine candidates for the Court of Master Sommeliers as a Founding Board member.

Evan is the author of Five Star Service: Your Guide to Hospitality Excellence (On Premise Communications Inc. publishers) and the critically acclaimed book, Perfect Pairings: A Master Sommelier’s Practical Advice for Partnering Wine with Food (University of California Press). His sequel wine and food book for the University of California Press, working titled Daring Pairings, is planned for release in Spring 2010. Evan is a regular editorial contributor to America’s Santé magazine, a contributing editor for Wine & Dine and Indulgence magazines in Singapore, is the American wine correspondent for Wine Review, South Korea’s leading wine and food magazine, and is a recurring guest wine expert on NBC’s syndicated television show “In Wine Country.” He also makes regular guest appearances on the top-rated “Ronn Owens’ Show” on KGO Radio and on Saturday morning television’s KPIX “Eyewitness News”, both in San Francisco.

Evan Goldstein, M.S., is one of the nation’s most prolific food and wine industry veterans. His food and wine career started at age 19 in the kitchens of the

the time to pass the prestigious Master Sommelier examination. Since 1990 Evan has created education programs, wine training and service hospitality schools with Seagram Chateau & Estates Wines Company, Diageo, Allied Domecq, and most recently, as the Vice President of Global Wine & Brand Education at Beam Wine Estates. In addition,

1139 San Carlos Avenue, Suite 202, San Carlos, California 94070.telephone. 415.683.0696 | website. fullcirclewinesolutions.com


Client RosterOur past and present list of clients include:

Beam Global Spirits & Wine, Inc.Charles Schwab & Co.Cheesecake FactoryDon Sebastiani & SonsDuckhorn WineryFolio Wine PartnersIron Horse VineyardsJackson Wine Estates (White Rocket Wine Co.)Kobrand CorporationNew Zealand Winegrowers

Pernod Ricard USASonoma County Vintners AssociationSonoma County Winegrape CommissionSt Supery Vineyards & WinerySte. Michelle Wine EstatesViniPortugalWente VineyardsWine InstituteWines of ArgentinaWISE Academy

Client Testimonials“Wow, what can I say? Thank you both so much for a truly remarkable event. My staff has been glowing ever since. As I mentioned to you yesterday Evan, your presentation was the perfect balance of complex theory, digestible concepts, fun storytelling and nuggets of information that will certainly be beneficial to our staff to help sell wine. I sincerely appreciate your efforts and the preparation you put into crafting a tailored and unique presentation geared to our audience and our company. Thank you both very much! I look forward to continued collaborations.”Ryan Moore, Director, N.V. Retail Operations, Duckhorn Wine CompanyProject: Wine & Food Seminar For Staff

“THANK YOU ALL VERY MUCH for putting together a phenomenal event last night. All the comments that I received were extremely positive. Mr. Barros, who sat across from me said Olivia [Full Circle Wine Sommelier] was ‘top notch and really knew her stuff.’ This is coming from an entrepreneurial client who has done wine tasting in at least 8 different countries. Others were impressed that Schwab would provide such a first class dining experience ... Once again, I appreciate all of your efforts to bring such a grand event to our most cherished clients.” Branch Manager of Reston Branch, Charles Schwab & Co. Project: Targeted Consumer Wine Dinners Featuring Client Winery Portfolios

“We had approx $92mil in clients invited... total of 45 people attended great speaker... clients loved it... lots of great comments after the event from our client.... exceeded i think everyone’s expectations.” Béla Palfalvi, Branch Manager of Cupertino Branch, Charles Schwab & Co. Project: Targeted Consumer Wine Dinners Featuring Client Winery Portfolios

“I want to tell you about a recent Chardonnay workshop for our Northern California distribution team, conducted by Master Sommelier Evan Goldstein, considered one of the strongest wine educators on earth. It is always great to have a fresh, third party perspective on how and why to present Iron Horse, especially from someone who is so highly respected.” Joy Sterling, CEO, Iron Horse Vineyards Project: On-Premise Workshop for Distributor Young’s Market in SF



Region Education ProgramsFull Circle Wine Solutions has had tremendous success working with associations from key wine regions of the world to create unique and appealing for trade gatekeepers. Here are some examples of key projects: Sonoma Summit - Each year Full Circle produces an exclusive, invitation-only 3-day program for 35 trade buyers to experience Sonoma County firsthand. The program features over 125 wines in seven different seminars to showcase the bounty of Sonoma County’s vineyards and wineries.

Region Research Project and Focus Groups - Full Circle developed a research project for a Client investigating sommeliers and buyers’ knowledge level of the specific region and willingness to purchase its wines. The investigative report covered a range of retail and restaurant account types in 10 cities, and included a comprehensive three-year activation plan.

Exclusive Buyer Luncheons - Full Circle hosts luncheons in key wine markets such as New York City, Los Angeles, San Francisco, Seattle, and Chicago, for a number of wine regions including Sonoma County, Portugal and Argentina. Each region’s program is unique to match the region’s key messaging goals and wine portfolio.

Region Trips - Full Circle helps wine regions put together a strong list trade invitees and trip agenda for annual visits, making sure that each wine region invests time and money in the right people. For Portugal, Full Circle is also developing a post-trip Sommelier By-The-Glass Recommendation Guide to be distributed to key accounts in six U.S. cities.

Testimonials for Region Education Programs from Clients & Attendees“Nick, Larry and I all have such high expectations for this program, and we are in agreement that asking you two to run the show was the single best decision we've made. It is terrific to work with such smart, energetic, professionals who are good at what they do and enjoy doing it. Thanks so much for working with us ... and we really appreciate your hard work and focus.” Honore Comfort, Executive Director, Sonoma County Vintners Association Project: Sonoma Summit

“Great event Evan and thanks again for the invite. Fred [Full Circle Sommelier] was wonderful and all the technical support/fact info on each wine was very useful. I have been to many of these events over the years and must say this was one of the best. I also let the Craft sommelier Nikki know what an excellent job everyone did with the food and wine service. Kudos to you and your team….I've recently opened a 2nd store Ralphs Derby St Wine and Spirits in Hingham, Ma!”Ralph Hersom, Co-Proprietor, Ralph’s Wines and SpiritsProject: Argentina En Fuego Luncheon in New York City

“I just want to say how super excited I was yesterday when I opened up my wine spectator and I saw this KILLER 4 PAGE spread on the wines of Argentina. That was AWESOME!!!! I felt super excited like ‘Yeah I was there and I’m spreading the gospel!’ I have already put together a list of wines representing not all, but a fair amount and some producers with more intensity on my wine lists ... Thank you very much you two. A trip of a lifetime!!!!!!!!!!!!!”Jesse Rodriguez, Wine Director, The Grand Del Mar, San DiegoProject: Argentina Trip Invite Selection



More Testimonials from Full Circle Wine Dinners Created with Charles Schwab & Co.Full Circle Wine Solutions has received wonderful feedback from Schwab branches in all regions. Here’s a sampling from 2008 to 2010:

“The Branch Manager left me a voicemail this morning that it was a "topnotch event enjoyed by all", "a smashing success", "food and wine were excellent", "Full Circle did a great job", "clients had a great time", "room was nice" and "they are basking in glow of all the thank yous coming in from clients this morning".” - Feedback from San Diego, La Jolla Branch in 2010.

“Just wanted to let you know that last night's event was fabulous!! [Full Circle Sommelier] Candace is fantastic! I got there at 5:15pm and everything was ready to go. The clients loved it, my group from the branch loved it and the venue was great... Great job!” - Feedback from New Jersey, South Jersey Branch in 2010.

“The event last night went well, very well. All guest, employees & clients, were very impressed with the service of the venue and the sommelier Laura was fantastic! She was a big hit and very knowledgeable as well as personable and entertaining.” - Feedback from Biltmore/Phoenix, Arizona Branch in 2009.

“Our clients had an absolutely incredible time last night! The food was phenomenal, the wine was outstanding, and everyone really enjoyed Brian Duncan's presentation. This event was the ultimate "under promise and over deliver" experience. A number of clients came up to me afterwards just raving about their experience - many have been to other wine tastings before, but mentioned how they paled in comparison to this one!! I really hope we have an opportunity to do this again - Thank you for bringing this idea to us!” - Feedback from Northbrook, Illinois Branch in 2009.

“Last Thursday's event was a phenomenal success! We had full attendance and needed to add one seat at the event itself. The venue was wonderful, efficient, and friendly. Rebecca, the sommelier was fantastic and took control of the crowd and had them very engaged. The whole event went very smooth and I loved the concept and execution. Most importantly the clients were amazed at the level of the evening. We had 4 tables with a FC at each table. I hosted a table with clients from each of my FC's. We targeted these clients with a mix of advised, fence sitters, and needs advice but indifferent clients. By the end of the evening, every client had made new friends at their tables. The discussion was lively about what we are doing as a firm, our products and services and what we stand for. It was engaging, intimate and very refreshing.” - Feedback from St Petersburg, Florida Branch in 2009.

“The wine tasting was a HUGE success and we only had one no show out of 50. A number of people showed up late and I found them seats ... Introduced the four FC's who attended and the applause and cheering got louder for each one as if it was a competition and we were at a football game ... I introduced Scott Reeves the sommelier and he did a great job, even helping to clear tables. The food and staff at the restaurant were excellent ... One couple that I sat with at dinner told me that they had been with Morgan Stanley for years and at Schwab for one month. They had never been invited to an event like this at Morgan Stanley. The client had moved over $2 million to us, likes our web site and all of the service. He has already made recommendations to friends to move to Schwab. What an endorsement!” - Feedback from Atlanta/Cobb, Georgia Branch in 2008.



About Full Circle Wine Solutions, Inc. Our goal is simple ... · PDF fileAbout Full Circle...

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