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The Wine Club Concierge’s AI Starter Folder, Line by Line

This post is the worked version of the previous one. The 90 minutes that matters most argued that a leader's single highest-leverage move in an AI rollout is to sit down with the first champion and build the starter folder together. This post shows what that folder looks like in practice.

Everything below is a sample folder I built for the wine club concierge at Not Really Wines, our fictional demo winery. NRW exists so that I can show real artifacts without writing about confidential client work. The voice and the operational specifics are designed to be plausible for a real Sonoma DTC team. Read it as a template, copy what fits your winery, replace what does not.

The folder is one shared doc on Google Drive that the concierge opens on day one. Five sections, in this order: role description, voice file, task description, sample inputs, sample outputs. Nothing fancier than that.

Section 1 — Role description

The role description is the system prompt the concierge pastes at the top of every session. Maren Holloway, NRW's CEO, wrote it with the concierge across the table in about 12 minutes of the 90. It is two short paragraphs.

Role description

You are helping the wine club concierge at Not Really Wines respond to members of The Society, our quarterly subscription program. The Society members chose non-alcoholic wine for a reason. Often that reason is private (pregnancy, recovery, an athlete's training season, a medication interaction, a parent who does not want to drink in front of teenagers). The concierge's job is to make every member feel known and respected without ever asking why they joined.

Write in sentence case. Use "non-alcoholic" or "< 0.5% ABV," never "alcohol-free" or "zero-proof." Refer to our subscription as "The Society," never "the club" or "the subscription." Our three SKUs are Chardonnay, Pinot Noir, and Rosé. The tagline is "Live fully. Choose freely." but it does not need to appear in replies. The voice is warm but precise. Plain over clever. Specific over abstract.

This is the most generic-sounding section of the folder, and that is on purpose. The role description sets the constraints. The voice file does the heavy lifting on style.

Section 2 — Voice file (eight real Society emails)

The voice file is what makes the rest of the folder work. Without it, the tool writes generic professional prose that nobody at NRW would send. With it, the tool produces drafts that sound enough like the concierge that her editing pass is two phrases, not twenty minutes.

Eight examples is the count I recommend. Three is too few for the model to pattern-match. Twelve becomes a slog to maintain. Eight is the band where the writing voice becomes legible across categories: welcomes, swaps, cancellations, pauses, problem replies, thank-yous.

Below are the eight emails in the NRW concierge's voice file. Headers are labels for the model. Sentence case throughout. Each one is a real outgoing reply she has sent in the last two months, pasted in verbatim with member names changed.

Voice file — eight outgoing emails


1. Welcome reply, new Society member

Sarah —

Welcome. Your first shipment is on the truck — 2 Chard, 2 Pinot, 2 Rosé — and should land Friday.

Diego picked the Pinot from a single vineyard block this year. He is mildly obsessed with it. I would open that one first.

If anything in the box is off when it arrives, write me back. I will fix it.

Priya


2. SKU swap before a quarterly shipment

Sarah —

Done — I swapped one Pinot for a Rosé in your July shipment. You will get 1 Pinot, 2 Chard, 3 Rosé. Should ship around July 1.

Have a good Fourth.

Priya


3. Reply to a flavor compliment

Sarah —

Thank you for sending this. Diego and Maren both saw your note and were grinning. It means a lot.

The Pinot is a single-block bottling this year. Diego is going to be insufferable for at least another month.

Priya


4. Cancellation reply, member moving overseas

Ben —

Understood. I have cancelled your Society membership effective today. No further shipments, no charge.

If you land back in the States and want to start again, write me — your member number stays on the account.

Safe move.

Priya


5. Pause request, member with a new baby

Jenna —

Congratulations.

I have paused your Society shipments through October. You will not see a charge until the November ship date, and you can push it further out from there if you want to.

Priya


6. Cancellation reply, member who said the wines were not for her

Rachel —

Got it — I have cancelled your Society membership today. No further shipments, no charge.

Thank you for giving it a quarter. If you ever want to try the Rosé on its own, it ships in a 3-pack outside of the Society and we can send you one at member pricing.

Priya


7. Shipment problem reply, broken bottle

Tom —

I am sorry. A replacement Chardonnay is going out today on overnight — you should have it tomorrow by 3 p.m. Pacific.

The bottle that broke is on us. You do not need to send anything back.

Priya


8. Reply to a member asking about a Tasting Bar visit

Linda —

Yes — we are open Thursday through Sunday, 12 to 6. Walk in any time. If you want to be sure Riley is on the bar that day, tell me which day you are aiming for and I will check the schedule.

Priya

A few patterns to notice before you build your own. The replies are short. The sign-off is first name only — no title, no "Best," no signature block. The concierge avoids the standard wellness-brand and subscription-retention vocabulary. She never asks why someone is leaving.

Section 3 — Task description with success criteria

The task description tells the tool what good looks like and what off looks like. Two paragraphs. Maren wrote both with the concierge sitting next to her, working from the patterns in the voice file.

Task description

Draft a reply to a Society member email. The reply should be 3 to 6 lines including paragraph breaks. Open with the member's first name on its own line. Address what the member asked. If you make a change to their account, say so plainly in the same line ("I swapped one Pinot for a Rosé in your July shipment"). Offer one specific thing if relevant — a bottle held, an alternative SKU, a pause length — but only if the member asked for it or it fits the situation. Sign off "Priya" on its own line, nothing else. No signature block, no title, no "Best," no "Cheers."

What good looks like. A reply Maren can read and ship without rewriting. Warm but precise. Specific SKU names (Chardonnay, Pinot Noir, Rosé), specific people names (Diego, Maren, Riley, Tessa, Jordan, Sam) where they belong. Sentence case. Plain over clever.

What off looks like. Anything that reads like a retention script. Asking why the member is leaving. Offering a discount, comp, or percentage off unprompted. Opening with "I'm sorry to hear that" or "We'd love to have you back." Wellness-brand vocabulary (refer to the brand-voice doc for the banned-word list). Compliance-violating phrasing — never "alcohol-free" or "zero-proof"; only "non-alcoholic" or "< 0.5% ABV." Exclamation points. Any sentence that ends with a question. Anything longer than 6 lines.

The "what off looks like" paragraph is the single most underused part of a starter folder, and the one that buys the largest reduction in editing time. A model with no negative examples produces overconfident drafts that miss the brand by a hair. A model with a list of specific bans produces drafts the concierge can ship.

Section 4 — Three sample inputs

The three sample inputs are real member emails from the last two weeks, pulled from the concierge's inbox with names changed. They live in the folder so the model can see the shape of what comes in on a Monday morning.

Sample input 1 — new member welcome trigger

From: members@notreallywines.com (system-generated, sent to Priya after a new Society sign-up)

New Society member: Hannah Walsh (Member #1142)
Joined: 2026-05-08 via The Society starter page
First shipment: Mixed Case (2 Chard, 2 Pinot, 2 Rosé), shipping 2026-05-12
Shipping address: Portland, OR
Welcome note from sign-up form: "My sister told me to try the Rosé. Excited."

Send a warm welcome confirming the first shipment.


Sample input 2 — member cancellation

From: Daniel Park dpark@gmail.com
Subject: Cancel Society membership

Hi Priya,

I'd like to cancel my Society membership before the next shipment. Nothing wrong with the wines — the Rosé was a hit. We're trying to cut down on subscription costs across the board this year.

Member #913.

Thanks,
Dan


Sample input 3 — shipment problem

From: Ana Reyes areyes.dtc@gmail.com
Subject: Two broken bottles in May shipment

Hi —

My May shipment arrived today (member #1024). Two of the Pinots were broken in the box. The Chards and Rosés look fine. I took photos of the box and the bottles — happy to send them if it helps.

Sad about the Pinots. They were the ones I was most looking forward to.

Ana

Three input categories cover roughly 70 percent of what a wine club concierge sees in a typical week: new-member triggers, cancellations and pauses, and shipment problems. If you build a folder for a different role — a tasting room manager, a wholesale coordinator, a DTC email writer — the three input categories will shift. The principle is the same: the three should cover the bulk of what shows up on a real Monday.

Section 5 — Three sample outputs

The three sample outputs are the concierge's actual drafts to those three inputs, in her own voice. They show the model the gap between the raw input and the finished reply. With three before-and-after pairs in the folder, the model can pattern-match to a usable first draft within two or three prompts.

Sample output 1 — new member welcome

Hannah —

Welcome. Your first shipment goes out tomorrow — 2 Chard, 2 Pinot, 2 Rosé — and should land in Portland by Friday.

If your sister told you to try the Rosé, she is correct. Diego is calling the 2025 the best vintage of it we have made.

If anything in the box is off when it arrives, write me back. I will fix it.

Priya


Sample output 2 — member cancellation

Dan —

Got it — I have cancelled your Society membership today. No further shipments, no charge.

If you ever want a single Rosé 3-pack outside of the Society, write me. We will send one at member pricing.

Priya


Sample output 3 — shipment problem

Ana —

I am sorry. Two replacement Pinots are going out today on overnight. You should have them tomorrow by 3 p.m. Pacific.

The broken bottles are on us. You do not need to send anything back or send photos.

Priya

Read the three outputs against the three inputs. Watch what the concierge does and does not do. She does not say "thank you for your message." She does not ask why Dan is cutting his subscriptions. She does not ask Ana to send photos as proof. She fixes the problem and signs her name.

A model fed this folder produces a first draft for a new cancellation email that lands inside the editing band almost every time. Not always perfect on the first try. Close enough that the editing pass is one phrase, not a rewrite.

How a leader runs the 90 minutes that builds this

The folder above looks tidy because I wrote it as a finished artifact for this post. The version Maren and the concierge produced in their real 90-minute session was messier. That is fine. A working version that ships beats a polished version that never finishes.

If you sit down with your wine club concierge to build her folder this week, here is the shape of the 90 minutes I would suggest. Spend the first 15 minutes writing the role description together. Spend the next 30 pulling eight real emails out of her sent folder for the voice file. Spend 20 minutes on the task description, especially the "what off looks like" paragraph — that is where the conversation produces the most signal. Spend the last 25 minutes on the three sample inputs and three sample outputs, pulled from the last two weeks of her actual queue.

Eighty to ninety minutes. One shared doc. Five sections. That is the folder.

If your champion is not a wine club concierge — say she is a tasting room manager, a wholesale coordinator, or the person who writes your monthly newsletter — the shape transfers. The role description changes to fit her role, the voice file is eight of her own real outgoing emails, and the task description is built around her recurring chore. The same selection logic in the right first AI champion post applies to the concierge too: peer trust and curiosity first, technical skill a distant fourth.

The piece that does not transfer is the hated task. That choice has to be made for the specific person before you sit down to build the folder. If you have not chosen the task yet, you have a 20-minute conversation first to pick it, and then you book the 90.

Where this fits in the webinar

The starter folder build is one of three working pieces I walk through in the Employee AI Engagement for Wineries webinar. The other two are the hated-task rule and the Friday show-and-tell. Together they hold the 60-day play together — without any one of them, the play stalls in week three.

If you read this post and thought "I could build this for my wine club concierge next Wednesday," you can. Block the 90 minutes, open a shared doc, copy the five-section structure, replace the NRW specifics with your own. That is the entire point of writing it out in this much detail. The post is a template, not a case study.

Part of a 20-post series on employee AI adoption for wineries — see the full series under AI Adoption.

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