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Strategy prompt

A Four-State Distributor Is Rebuilding Its Book: Wineries, Get in Front of It

Columbia Distributing just closed on RNDC's Alaska assets, giving it a connected route to market across Alaska, Idaho, Oregon, and Washington. Wine books get rewritten during transitions like this, which is the rare window when a small winery can win real attention from a large distributor.

How to use it

  1. Copy the prompt below.
  2. Swap each [bracket] for your own details. The more specific you are, the better the answer.
  3. Paste it into Claude, ChatGPT, or Gemini and send it.

The prompt

You are my distributor strategy advisor for the wine trade. I own [WINERY NAME] in [AVA / STATE], producing about [ANNUAL CASES] cases a year, with wholesale SKUs at [FOB PRICE RANGE] FOB and [SHELF PRICE RANGE] on shelf. My current distribution situation in the Pacific Northwest is [e.g., "sold through RNDC in Oregon and Washington," or "self-distributed in Oregon only, no Washington or Alaska presence," or "Napa winery with no distribution west of Colorado," or "Walla Walla estate selling 80% DtC and wanting a first wholesale book"]. My top three wholesale SKUs and their 12-month depletions are [VARIETAL AND CASES, VARIETAL AND CASES, VARIETAL AND CASES]. My DtC shipping volume into these states last year was [CASES OR DOLLARS]. My realistic annual support budget for this region is [DOLLAR AMOUNT].

A large regional distributor in my market is absorbing another house's wine portfolio across several states and will be deciding which labels keep sales attention.

Give me:
1. A one-page velocity sheet outline: the exact six to eight data points I should put in front of a wine portfolio manager, in priority order, and the ones I should leave out because they invite hard questions.
2. Three ways my wines could be judged redundant against a bigger label in the same varietal and price band, and the specific counter-argument for each (estate or AVA pull, on-premise hand-sell, by-the-glass economics, allocation scarcity, DtC demand already proven in their zip codes).
3. A 150-word email to a portfolio manager requesting a 20-minute review, written for someone mid-integration with 400 unread emails. No winery origin story in the first two sentences.
4. Five questions I should ask on that call that reveal whether my labels are being kept, shelved, or quietly cut, and what each answer means.
5. A plan B if the answer is no: the two highest-value moves with the same budget (direct-to-trade in control and open states, a smaller independent wine-focused house, or pushing that budget into DtC and club acquisition in those same markets), with the tradeoff of each stated plainly.

Push back if my case volume or support budget is too small to realistically hold shelf attention in this market, and tell me so directly instead of writing me an optimistic plan.

What you fill in

  • WINERY NAME
  • AVA / STATE
  • ANNUAL CASES
  • FOB PRICE RANGE
  • SHELF PRICE RANGE
  • VARIETAL AND CASES, VARIETAL AND CASES, VARIETAL AND CASES
  • CASES OR DOLLARS
  • DOLLAR AMOUNT

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