Client onboarding · harvest-ready intake
Package the details that make a custom crush quote actionable.
Use this onboarding checklist to turn a rough wine project into a clearer capacity request for Temecula tanks, labor, cellar services, storage, bottling coordination, and private-label planning before harvest decisions tighten.
Fast-track fit screen
4 groups
A useful onboarding request covers who can decide, what fruit or wine is coming, when it may arrive, and which cellar services are needed through release.
Onboarding checklist
Gather these details before the first capacity call.
Client and decision owner
- •Primary contact, billing contact, and one person authorized to approve harvest-time changes.
- •Company, brand, restaurant, hotel, venue, winery, or grower name that should appear in the production file.
- •Preferred response path: same-day call, quote email, facility conversation, or planning help.
Fruit or wine source
- •Vineyard, grower, block, varietal, or bulk-wine source if already known.
- •Expected tons, gallons, cases, or bottle target; ranges are useful when vineyard estimates may shift.
- •Fruit status: contracted, identified, still sourcing, winery overflow, or private-label planning.
Pick and receiving window
- •Best current pick window: August, September, October, or future vintage planning.
- •Transportation, bin, receiving, sorting, crushing, pressing, or cold-settling assumptions.
- •Any deadline that requires a capacity answer before fruit starts moving.
Cellar service scope
- •Crush, destem, press, ferment, age, lab work, stability, storage, bottling coordination, or private-label support.
- •Style goals for red, white, rosé, hospitality pour, grower label, winery overflow, or emerging brand release.
- •Storage length, barrel or tank needs, packaging assumptions, and launch or release target.
What gets screened first
The best requests make the next action obvious.
Phone + decision owner
Lets the team resolve tank, labor, receiving, and quote questions while timing is still useful.
Tons + pick window
The fastest way to understand whether harvest capacity, vessel space, and cellar timing can line up.
Services needed
Separates simple crush-pad needs from full fermentation, aging, storage, bottling, or private-label programs.
Release goal
Connects cellar work to the business reason for the wine: menu, hotel amenity, venue pour, grower label, or brand launch.
FAQ
Client onboarding questions.
Why onboard before harvest instead of waiting for final numbers?+
Custom crush capacity depends on timing, tanks, labor, storage, and cellar scope. A realistic range gives the production team enough context to screen fit before August and September decisions become urgent.
Can I submit if my fruit is not contracted yet?+
Yes. Mark the fruit as still sourcing and include the target varietals, volume range, and desired release goal. That makes the response more useful than a generic pricing request.
Who should use this onboarding checklist?+
Growers, emerging wine brands, restaurants, hotels, event venues, existing wineries with overflow lots, and private-label teams planning a 2026 or 2027 Temecula production project.
Send onboarding details
Ask for a practical production path.
Add any missing onboarding fields in the notes box. If your fruit is August or September, include phone, tons, pick window, fruit status, and service scope so the request can be screened quickly.
Limited 2026 capacity
Check Harvest Availability
Tell us your tonnage, varietals, fruit status, timeline, and how close you are to a production decision. Include your best current estimates; you do not need a finalized production plan to ask about fit. If fruit is moving within 7 days, submit your details and call 951-395-3918.