Resources / Template
Holiday campaign planner
Build a free October–December campaign planner from your own calendar. When you’re ready, connect it to your winery’s live data with New Vintage.
Build your free planner
All you need is Claude or ChatGPT and your October–December campaign calendar.
01
Get the build spec
Open the free, one-page build spec. It’s yours to use and adapt.
02
Start a new chat
Open a new chat in Claude or ChatGPT and upload the build spec.
03
Build your plan
Say “Build my holiday planner.” and share your October–December campaign calendar.
Upgrade to live winery data
Live sync needs an active New Vintage Pro trial or subscription. Finish these steps before running the upgrade spec, so the handoff works in the same Claude chat.
01
Start a Pro trial or activate Pro
Install New Vintage through Commerce7, finish account setup, and connect your winery data. The 14-day Pro trial includes the Claude connector; continued live sync requires Pro.
02
Connect New Vintage in Claude
In Claude, open Settings → Connectors, select New Vintage, sign in, allow access, and enable it for the chat where you built the planner.
03
Upgrade the planner in that same chat
Upload the live-data upgrade spec and say “Connect my planner to New Vintage.” Your plan stays intact while the numbers begin syncing.