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Build a 20-account trade target list in 20 minutes

Plus a winemaker dinner that actually profits, and the Southern Glazer's FTC settlement explained.

Jeremy Young5 min read

Today's Alcohol Industry Insider Newsletter

What's inside:
💡 AI Prompts You Can Use: Build a 20-account local trade target list and a three-touch pitch sequence
💡 AI Prompts You Can Use: One prompt that plans a profitable winemaker dinner, start to finish
💡 AI Prompts You Can Use: Fix your About, Visit, and Club pages in one sitting
🛠️ Try These Tools: ChatGPT Work: a 4-day license packet done in 3 hours of review
💸 Money Moves: Southern Glazer's settles FTC price-discrimination case, agrees to six-year monitor


Build a 20-account local trade target list and a three-touch pitch sequence

The outcome: a ranked target list of 20 local accounts (restaurants, hotels, corporate gifting buyers) with a reason each one fits your portfolio, the specific SKU to lead with, and a three-touch email sequence you can send this week.

Tool: Claude (claude.ai). Difficulty: Medium. You paste in your own portfolio and pricing, and Claude does the rest. Budget about 20 minutes: 5 to fill in the brackets, 15 to read and edit the output.

Before you paste, have three things ready: your current wholesale price list, a short list of accounts you already sell to (so the research targets lookalikes), and your trade terms (case minimums, sample policy, delivery radius). If you have a PDF price sheet, upload it to the chat instead of retyping it.

You are my on-premise and corporate gifting sales strategist. I run [BUSINESS NAME AND TYPE, e.g., a 4,000-case winery in Walla Walla / a 12-barrel brewery in Asheville / a craft gin distillery in Austin]. We are in [CITY AND REGION] and can deliver or ship within [DELIVERY OR DISTRIBUTION RADIUS].

My portfolio and pricing:
[3 TO 6 SKUS WITH WHOLESALE PRICE, SRP, AND CASE MINIMUM. Example format: Estate Albarino, $168/case FOB, $32 SRP, 3-case minimum]

Accounts we already sell to: [ACCOUNTS YOU ALREADY SELL TO]
Accounts that said no in the past: [ACCOUNTS THAT TURNED YOU DOWN, and why if you know]
Our trade terms: [YOUR TRADE TERMS, e.g., net 30, two free samples per account, free delivery over 5 cases, staff training included]
The email will come from: [WHO SENDS THE EMAIL AND THEIR TITLE]

Deliver the following, in this order:

1. THE TARGET LIST. Build a table of 20 accounts in my area, split into three groups: restaurants and bars (by-the-glass or back-bar placement), hotels and resorts (banquet, minibar, room service, or lobby bar), and corporate gifting buyers (companies, event planners, real estate brokerages, hospital systems, anyone who buys volume for client gifts or holiday programs). For each account give me: account name, group, why they fit my portfolio in one sentence, the SKU I should lead with and why, likely buyer title to ask for, and an A/B/C priority grade. Grade A only if there is a specific, concrete reason they would say yes.

2. FLAG WHAT YOU DO NOT KNOW. Mark any buyer name, menu item, or account detail you are not confident about with (VERIFY). Do not invent buyer names or specific wine list contents. If you are unsure an account exists, leave it out.

3. THE THREE-TOUCH SEQUENCE. Write a complete three-email sequence for each of the three groups (so nine emails total). Rules for every email: subject line under 45 characters, body under 120 words, written the way a person talks, one clear ask, no tasting notes longer than one line, no words like partnership, elevate, or curated. Touch 1 opens with something specific about that type of account and asks for a sample drop or a 15-minute meeting. Touch 2, sent 7 days later, adds one new piece of value (a pairing idea, a staff training offer, a gifting price break) and restates the ask. Touch 3, sent 7 days after that, is three sentences, gives them an easy out, and asks for a yes or no.

4. THE GIFTING ONE-PAGER. Draft the text of a one-page corporate gifting sheet: three gift tiers with price points based on my actual SKUs and case minimums, what is included in each, lead time, and custom options (etched bottles, branded box, handwritten note).

5. THE OBJECTION SHEET. Give me the five objections I will actually hear from these buyers (price, existing distributor relationship, slow turns, storage, compliance) and a two-sentence response to each, written in my voice, not a script.

6. THE FIRST WEEK. Tell me which five accounts to contact first and what to do on each day Monday through Friday.

Be blunt. If one of my SKUs is wrong for a group of accounts, say so and tell me what to lead with instead. If my pricing will not work for a tier, tell me the number that would.

Variables to swap

  • [BUSINESS NAME AND TYPE], [CITY AND REGION], and [DELIVERY OR DISTRIBUTION RADIUS]

  • [3 TO 6 SKUS WITH WHOLESALE PRICE, SRP, AND CASE MINIMUM]

  • [ACCOUNTS YOU ALREADY SELL TO] and [ACCOUNTS THAT TURNED YOU DOWN]

  • [YOUR TRADE TERMS] and [WHO SENDS THE EMAIL AND THEIR TITLE]

What to do with the output

Put the 20 accounts in a spreadsheet with a status column. Send touch one to the top five on Monday, touch two the following Monday, touch three the Monday after that. Work five accounts a week, not twenty at once, so you can actually follow up by phone.

One caution: Claude will guess at buyer names and menu details. Verify every name and account fact before you send.

Good output looks like this: you read an account's listed reason, think "that is exactly why they would carry it," and the opening line of the email sounds like something you would say out loud to that buyer.


One prompt that plans a profitable winemaker dinner, start to finish

The outcome: a complete event plan for a winemaker dinner, release party, or taproom launch night. Breakeven math, a ticket price that actually clears margin, a minute-by-minute run of show, three invite emails, and the offer you make the room before anyone leaves.

The part most operators skip is the last one. The dinner is not the revenue. The club signups, the case sales at the table, and the 72-hour follow-up offer are the revenue. This prompt forces all of it onto one page before you book the chef.

Tool: Claude (claude.ai). Works in a normal chat. Difficulty: Medium, because you need your real costs and prices pasted in. Guesses in, guesses out.

Before you paste, gather five things: your venue or room cost, your food cost per head (or the caterer's quote), the wholesale cost of each wine, beer, or spirit you plan to pour, your target headcount, and what you want people to buy at the end. Five minutes in a notebook is enough.

You are an event P&L strategist who has run profitable winemaker dinners, release parties, and paid tastings for small beverage producers. You are blunt about money. You assume most of these events quietly lose money on comped seats, over-pouring, and food cost, and your job is to stop that.

My business: [BUSINESS NAME AND TYPE, e.g., a 4,000-case winery in Walla Walla / a 12-barrel brewery in Asheville / a craft gin distillery in Austin]
Event: [EVENT TYPE, e.g., winemaker dinner for our new estate Cabernet release / taproom launch party for a barrel-aged stout / single-barrel bourbon pick dinner]
Date and time: [DATE]
Target headcount: [HEADCOUNT TARGET]

My costs:
- Venue or room: [VENUE COST, or "our own tasting room, no rent"]
- Food: [FOOD COST PER PERSON, or the caterer's total quote]
- What we are pouring and our wholesale or production cost per bottle/keg: [POURS AND WHOLESALE COST EACH]
- Staff: [STAFF HOURS AND HOURLY RATE]
- Anything else: [rentals, music, printing, glassware]

My plan so far:
- Ticket price I was thinking: [TICKET PRICE YOU WERE PLANNING]
- Comped seats I expect to give away: [COMPED SEATS, e.g., 6 for press and trade]
- What I want guests to buy that night: [WHAT YOU WANT GUESTS TO BUY, e.g., 3-bottle library packs at $150 / cases of the new release / club signups]
- Club or loyalty offer available: [CLUB OR LOYALTY OFFER, e.g., waive the first shipment's shipping and a free magnum at signup]
- Email list size I can invite: [EMAIL LIST SIZE]

Produce all seven of the following.

1. The budget table. Every cost line, fixed versus variable per guest, with a total. Flag any number I gave you that looks low for this kind of event and tell me what you'd expect instead.

2. Breakeven. Tell me exactly how many paid seats I need to cover costs at my planned ticket price, including the comped seats as a cost. Then give me two alternative ticket prices (one lower with a bigger product push, one higher with a more premium format) and the breakeven at each. Recommend one and say why.

3. The revenue stack. Estimate total event revenue in three tiers (conservative, likely, strong), broken into tickets, on-site product sales, and club or loyalty signups. State the attach rate and signup rate you are assuming so I can argue with them.

4. Run of show. Minute by minute from doors open to last guest out. Include when each pour happens, when the owner or winemaker speaks and for how long, exactly when the sales offer gets made and by whom, and when the payment table opens. Keep the speaking segments short.

5. Three invite emails. Email 1 (announcement, sent far enough out to fill the room), Email 2 (reminder with a reason to act), Email 3 (last seats). Give me subject lines, preview text, and full body copy in my voice as a small producer, not a hotel event flyer. Tell me how many days before the event to send each one, and estimate how many of my list I need to open and convert to hit my headcount.

6. The at-table offer script. Three to five sentences a staff member says to a table while guests still have a glass in hand, plus two answers to "I'll think about it." No pressure language.

7. The follow-up offer. One email sent within 72 hours to attendees, with a time-limited reason to buy, and a second email to invited people who did not attend. Include the exact offer and expiration.

Format as clear sections with tables for anything numeric. If I have given you a detail that makes this event unprofitable no matter how it's run, say so first, before anything else, and tell me what to change.

Variables to swap: [BUSINESS NAME AND TYPE], [EVENT TYPE], [DATE], [HEADCOUNT TARGET], [VENUE COST], [FOOD COST PER PERSON], [POURS AND WHOLESALE COST EACH], [STAFF HOURS AND HOURLY RATE], [TICKET PRICE YOU WERE PLANNING], [COMPED SEATS], [WHAT YOU WANT GUESTS TO BUY], [CLUB OR LOYALTY OFFER], [EMAIL LIST SIZE].

What to do with the output: put the budget table in a spreadsheet and sanity-check the food cost against a real quote. Load the three invite emails into your email platform with the dates it recommends. Hand the run of show to whoever is working the floor, and print the at-table offer script for your pourers.

A brewery runs this the same way for a release night, swapping kegs for bottles. A distillery runs it for a barrel-pick dinner. A retail shop runs it for a paid tasting class, with supplier samples replacing the pour cost.

Good output tells you the number of paid seats you need before you make a dollar, and it tells you a ticket price that is different from the one you walked in with.


Fix your About, Visit, and Club pages in one sitting

Most visitors who reach your About, Visit, or Club page are already interested. They leave because the page talks about 1987 and the gravel road, never says what a visit costs, and ends without telling them what to do next.

This job takes about 30 minutes: 10 to gather your current page text and your real details, 10 to run the prompt, 10 to paste the rewrites into your site.

Outcome: Rewritten About, Visit, and Club pages with a stated offer, one primary call to action per page, and an FAQ block that answers the questions guests actually ask.

Tool and difficulty: Claude (claude.ai). Medium, because you paste in your own page copy and details.

Before you start, open each page on your site, select all the text, and copy it into a document. Then write down five questions your tasting room staff, taproom crew, or club manager get asked every week. For a distributor or retail shop, use your own About page and whatever page sells your delivery, allocation, or loyalty program. That is your raw material.

If you want this to keep paying off, create a Project in Claude and drop in your brand guide, price list, and club tiers so every future chat already knows them.

You are a direct-response copywriter who has rewritten websites for wineries, breweries, distilleries, and drinks retailers. You care about conversion, not awards. You write like a person talking to a guest, not like a brand.

My business: [BUSINESS TYPE AND NAME], in [REGION]. The customers I most want to reach: [WHO YOU WANT TO REACH]. Our voice in three words: [YOUR VOICE IN THREE WORDS].

Here is my current website copy.

ABOUT PAGE:
[PASTE YOUR CURRENT ABOUT PAGE]

VISIT PAGE:
[PASTE YOUR CURRENT VISIT PAGE]

CLUB PAGE:
[PASTE YOUR CURRENT CLUB PAGE]

Here are the facts you must use and never invent around:
Visit details: [YOUR TASTING FEES, HOURS, RESERVATION POLICY]
Club details: [YOUR CLUB TIERS, PRICES, SHIPMENT FREQUENCY, BENEFITS, CANCELLATION TERMS]
Questions our staff gets asked most: [FIVE QUESTIONS YOUR STAFF HEARS MOST]

Do this in four parts.

PART 1: The teardown. For each of the three pages, tell me in plain language: what the page is actually asking the visitor to do, how long it takes before the offer is clear, which sentences are about us instead of about the visitor, and the one thing most likely to make someone leave. Be blunt. If a page spends three paragraphs on founding history before mentioning a price, say so.

PART 2: The rewrites. Rewrite all three pages in full. Rules:
- Every page opens with a headline that names the benefit to the visitor, not our name or our founding year.
- State the offer, the price, and what is included within the first 75 words.
- One primary call to action per page, repeated at the top and bottom. Give me the exact button text, 2 to 5 words.
- Short paragraphs, two to three sentences.
- Use only the facts I gave you. If a detail is missing, write [NEED: what you need] rather than guessing.
- No tasting notes unless they help someone decide to buy or book.
- About page: make it about why a guest should care, with the history serving that, not leading it.
- Visit page: make booking the obvious next move. Cover what the experience is, how long it takes, cost, who it suits, parking, kids, dogs, groups, and what to do if they show up without a reservation.
- Club page: state the deal in one sentence a skeptical person would believe. Handle the three fears that keep people from joining: getting stuck, paying for wine or beer or spirits they will not like, and not knowing how to cancel.

PART 3: The FAQ blocks. For each page, write 6 to 8 questions and short answers using my staff questions plus the objections you can infer from my details. Answer in one to three sentences, directly, no deflection. If an answer costs us a sale, say it plainly anyway.

PART 4: The test plan. Give me three A/B tests ranked by likely impact, each with the exact alternate headline or button text to try, what to measure (reservations booked, club signups, time on page), and how long to run it.

Then ask me up to five questions that would make these rewrites sharper, and wait for my answers before revising.

Variables to swap:

  • [BUSINESS TYPE AND NAME]

  • [REGION]

  • [WHO YOU WANT TO REACH]

  • [PASTE YOUR CURRENT ABOUT PAGE]

  • [PASTE YOUR CURRENT VISIT PAGE]

  • [PASTE YOUR CURRENT CLUB PAGE]

  • [YOUR TASTING FEES, HOURS, RESERVATION POLICY]

  • [YOUR CLUB TIERS, PRICES, SHIPMENT FREQUENCY, BENEFITS, CANCELLATION TERMS]

  • [FIVE QUESTIONS YOUR STAFF HEARS MOST]

  • [YOUR VOICE IN THREE WORDS]

What to do with the output: Paste the Visit page in first, since it has the most immediate revenue attached. Watch reservations and club signups for two weeks before you change anything else. Ask Claude for a second version of any headline you are unsure about and run both for a month.

Good output reads like a person answering a question, states a price or a next step within the first screen of text, and gives you one call to action per page instead of four competing links.


ChatGPT Work: a 4-day license packet done in 3 hours of review

ChatGPT Work is OpenAI's business version of ChatGPT. It connects to the places your paperwork already lives, pulls across all of them at once, and assembles a draft document or an action plan from what it finds. OpenAI published a case study on The Den Family Social, a Denver social club, whose small leadership team now saves 10 to 15 hours a week using it.

Who it's for

Owners and GMs at distilleries and breweries who handle licensing, permits, and grant applications themselves. Also compliance and DTC staff at wineries filing state renewals, and distributor operations managers chasing documents across email, drive folders, and Slack.

The first job

Your next license filing or renewal. When an earlier hearing slot suddenly opened up for The Den's second location, the team used ChatGPT Work to gather the documents, identify what was missing, and convert files into the required formats. Per OpenAI's case study, four days of searching, sorting, and assembling became three hours of team review. Grant applications dropped from three days to two hours.

Cost and setup

The case study does not list a price, so check OpenAI's pricing page for the current ChatGPT Work plan before you commit. Setup is connecting the tools your records already sit in. The Den used the Gmail, Slack, and Google Drive plugins, then asked questions that spanned all three.

The catch

It only knows what you connect, and everything it produces is a draft. The Den's team still reviews output for accuracy and makes the final decisions. For anything going to a state regulator, verify deadlines, forms, and figures yourself before filing.

Pick the one filing you dread most and run it through this week.

You are my compliance and paperwork project manager for a [winery / brewery / distillery / distribution company] in [STATE]. I am preparing [a new liquor license application / a license renewal / a TTB label approval / a state grant or tourism funding application]. The deadline is [DATE].

I have connected or uploaded: [list the folders, email threads, and files you have given it, for example 2024 license file, floor plan PDFs, entity formation documents, last year's grant submission].

Do this, in order:

1. Build a complete checklist of every document, form, fee, signature, and attachment this submission requires in [STATE]. Number each item.
2. Mark each item as HAVE, MISSING, or WRONG FORMAT based only on the files I gave you. Name the exact file for anything marked HAVE.
3. List every open question only a human can answer (ownership percentages, square footage, projected case volume, officer background details).
4. Draft the cover letter and any narrative sections in plain, non-promotional language, using only facts from my files. Leave a [BRACKET] anywhere you need a number I have not given you. Never invent a figure.
5. Give me a one-page work order: what I do, what my GM does, what my attorney or accountant does, with dates working backward from the deadline.

Before you start, ask me up to five clarifying questions. Flag any requirement where you are not confident the rule is current, and tell me to confirm it with [STATE AGENCY] instead of guessing. Output the checklist as a table and the work order as a numbered list.


Southern Glazer's settles FTC price-discrimination case, agrees to six-year monitor

Southern Glazer's and the FTC have agreed to settlement terms, pending approval by a district court judge, Daniel Marsteller reports in Shanken News Daily. The proposed order runs six years, covers nearly all of Southern's wine and spirits sales to the five largest chain retailers in 26 states, and will be overseen by an independent monitor.

The order targets "paired" transactions: Southern selling the same product to a chain retailer at one price while selling it to a nearby independent at a significantly higher price. If a paired set crosses a state-specific threshold, or if recurring price discrimination exceeds $5,000 over 12 months, Southern can resolve it by paying the independent retailer 1.5 times the full aggregated price-differential amount, per Shanken News Daily. The settlement closes the FTC's 2024 Robinson-Patman lawsuit.

Wine Industry Advisor reports the same agreement, citing the FTC: Southern has agreed to stop offering its largest US retail customers significantly better wholesale prices than nearby independent stores.

Tesco is among the bidders in the auction of Majestic Wine Group, according to Sky News reports cited by Harpers. The formal sale process started several weeks ago, and other bidders were not disclosed. Owner Fortress Investment Group announced in March it was looking to sell after seven years, during which Majestic bought Vagabond out of administration in 2024 and acquired premium distributor Enotria in 2025, Harpers reports. Terms of the current process were not disclosed.

The money is moving toward the retailers with scale on both sides of the Atlantic, and the regulator just put a price tag on what that scale has been quietly worth.


From the Editor:

I am always open to consulting, implementation, or brainstorming sessions. Just respond to this email, and I will get back to you shortly.

Alcohol Industry Insider Newsletter: the three-times-a-week growth newsletter for wine, beer, and spirits businesses that need smarter marketing, better sales, practical AI tools, and clear ideas they can implement now.

By Jeremy Young: serial entrepreneur, growth marketer, wine critic, and beverage industry insider.

Respond to this email with questions, ideas, or opportunities, and I will get back to you shortly!

Until next time,
Jeremy

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