Transitioning one vineyard from conventional to regenerative is an incredibly intricate and challenging process. If you are a regenerative-focused vineyard management company, now extend that to multiple clients.
Your clients are keen to see regenerative transformation, but if your team are collecting data without a unified framework, you’re probably missing the full picture of what’s actually happening; let alone a clear plan for each vineyard’s unique situation.
Having fragmented data, along with owners’ eagerness to see regenerative outcomes, is the pressure point where costly mistakes can occur. As Jordan Lonborg, viticulturist at Coastal Vineyard Care Associates (CVCA), advises: you must see regenerative techniques as end goals, not decisions to be rushed into.
Enthusiasm without a baseline causes damage
When you move too quickly and apply practices without slowing down to learn and understand the vineyard’s ecology, the results are rarely regenerative. Jordan Lonborg recalls a cautionary tale of a client who, in their excitement to implement new practices, brought 300 sheep onto a property before the infrastructure or the biology was ready. On Jordan’s next visit, only a few days later, he found it very difficult to get his spade into the ground due to the soil compaction caused by the animals grazing in one area for too long. Jordan describes feeling shocked by how quickly you can lose years of hard work:
“It’s shocking how quickly things can go wrong; we’re talking within 2-3 days, where there may be quite a bit of rebound time. It was an eye-opening moment for the property owners, where they had the best of intentions of doing this regenerative practice that everybody talks about, but they didn’t understand the potential for a very negative outcome.”
– Jordan Lonborg, Coastal Vineyard Care Associates
The high cost of not knowing
Without observation, data records, and baselines for each vineyard client, you could run the risk of investing time and energy into practices that are incompatible with specific vineyards. For instance, Jordan notes how simply putting in a cover crop might actually work against vine health and nutrition depending on your context and what is compatible for those specific soils.
Enterprise Vineyards, a regenerative management company based in Sonoma, California, emphasise that a single visual indicator can be dangerously misleading without context. For example, a vineyard scout might spot a red leaf and immediately suspect a virus or a nutritional deficiency, potentially triggering an expensive and unnecessary intervention. In reality, the root cause could simply be localised shoot damage from recent high winds – a detail easily missed if it wasn’t recorded.
Abby Rose’s Observation Framework Loop
To manage regenerative vineyards at scale, you need a system which can take you from guesswork to framework. Drawing on the expertise of our own Abby Rose, Sectormentor’s Co-Founder, we suggest using her favourite observation framework loop:
Observe → Record → Respond → Refine
This loop turns observation into actionable knowledge. Over time, you spot patterns earlier, you act with more confidence, and you build towards the long-term goal: steady yields, thriving vineyards, inspired customers, and a successful and truly regenerative vineyard management company.
Sectormentor as your foundation and structure
How to put the observation framework into action? Sectormentor provides the foundation and structure. Think of it as stablisers for a consistent and shared observation framework as a team. Whether it’s earthworm counts, infiltration tests, or phenology dates, Sectormentor ensures that every team member is synchronised.
Both Vinescapes and Vineworks, two vineyard management consultancies with clients across the UK, demonstrate this; every team member uses Sectormentor daily, giving visibility on what’s happening across all managed sites, whether you’re in the vineyard or the office. This is the observation framework loop operationalised to a vineyard management company scale.
“From phenological dates to disease scouting to yield estimates, all throughout the year we’re constantly populating Sectormentor with information. It really helps me to manage and consult with real-time information on every vineyard I work with.”
– Rob Poyser, Vinescapes


“We have scouts that go out to the vineyard, and they might go and walk around and take a load of photos, and do a load of observations, and then someone in the office can just click through, and we get a really good overview of all of our vineyards, all at once. You can kind of dive in a bit deeper, or you can just get an overview, like, ‘everywhere seems to be flowering around now.’ It just allows different people to get eyes on all sorts of elements of the vineyards that we look after.”
– Tom Reid, Vineworks
This also creates a culture of internal accountability. As Rob from Vinescapes notes, when the team sits down to review results, the data “refocuses the mind.” You are held accountable to the soil health improvements you committed to, backed by data that everyone can view.
Evidence of regeneration for both your business and clients
Instead of fragmented reports and spreadsheets, all your data for each vineyard client lives in one place. Soil labs, regen indicator results, and field photos create a holistic picture of each site. This builds a historical narrative for every block. When a vineyard owner asks why you aren’t grazing yet, you can show them the infiltration data and the current soil health scores. You can point to the baseline and explain why the site isn’t ready for that step yet.
Having data records of each block fulfils the ‘respond’ step of the observation framework loop; for companies like Vinescapes, the ability to see which cover crop mixes are performing across different soil types, or how different pruning strategies are affecting sap flow across the portfolio, is game-changing:
“The point of making soil health observations is to act on them, to really measure improvements or to measure when things aren’t going right and how we’re going to improve them… We can measure, look back and record what’s working and what’s not working. We can then look at all of our vineyards and switch between accounts… that is just, really, really game changing for us.”
– Rob Poyser, Vinescapes
The positive outcomes for your business
For a vineyard management company, being able to provide proof of progress is a commercial and reputational win across your entire portfolio. Even further, if you can detect a vine health issue before it’s visible in the canopy, or an issue with your cover crop and soil compatibility, then you’ll save time and money, while keeping clients happy and vineyards nurtured.
Similarly, being able to keep vineyard clients ‘in the know’ alongside your work is crucial; this prevents any hasty action, like Jordan’s grazing story. Vinescapes work collaboratively with their clients, so that they can eventually take over management with a more informed knowledge of their land; this is not only regenerative farming, but a regenerative business model.
Take the first step: our free 7-day Regenerative Viticulture Course
The shift to regenerative viticulture begins with a change in how your team document what they see on the land.
We invite you and your team to sign up for our Free 7-Day Regenerative Viticulture Course. This course is designed to be an entry point to understand the foundational methodology: how to start implementing baselines, using key metrics, and integrating the observation framework loop.
Before you change what you do on your vineyards, change how you see them.
Learn to Grow Resilient Vines
and Quality Grapes with our free, 7-day email course.
and Quality Grapes with our free, 7-day email course.
If you’re running a multi-site vineyard operation and want to explore whether Sectormentor fits the way your team works, get in touch at info@vidacycle.com, or book a demo here.
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