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Sales and Retention · Oct 7, 2026

Turn tech sheets into tasting room scripts that sell by occasion

Your tech sheets were written for a compliance file, not for a guest holding a glass and deciding whether to buy. Rewriting every pour as an occasion, and ending the flight with a natural club ask, is a one-hour job with Claude that your staff can use on the floor tomorrow.

Most tasting room staff are handed a binder of tech sheets and told to "know the wines." So they recite pH, clone numbers, and barrel regimen. Guests nod politely and buy one bottle. The staff who sell three bottles and a membership are doing something different: they tell the guest when to drink it, with what, and with whom.

That translation is exactly what Claude is good at.

What to prepare (15 minutes)

  1. Collect the tech sheet or tasting note for every wine, beer, or spirit in your current flight. PDFs are fine. So are pasted paragraphs from your website.
  2. Note your current price per bottle or can, plus your club or loyalty tiers and their real benefits (discount, shipment frequency, pickup party, allocation access).
  3. Write one line on who actually walks in: weekend couples, bachelorette groups, trade buyers, locals after work.

Set it up in Claude

Go to claude.ai and create a Project. Projects hold standing context for every chat inside them, so upload your tech sheets, price list, and club details once and they apply to everything you ask afterward. Then start a new chat inside that Project and paste the prompt below.

A brewery runs this on a taproom board instead of a flight. A distillery runs it on a four-pour whiskey lineup and swaps the club ask for a barrel pick or bottle club. A retail shop runs it on the six bottles in the weekend tasting and ends with an email signup instead. A distributor rep runs it on a supplier's sheet to build a 90-second on-premise pitch.

After you get the scripts, print them on one card per wine and have staff read them aloud once in a pre-shift. Anything they stumble over is not how people talk. Send it back to Claude and ask for a plainer version.

Good output looks like this: every pour has a named occasion, a food it goes with, and one surprising detail, and the club ask sounds like a recommendation rather than a pitch.

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