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Productivity prompt

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

Most on-premise and gifting outreach dies because nobody has time to research accounts before emailing them. This prompt gives you a ranked list of 20 local restaurants, hotels, and corporate gifting buyers plus a three-email sequence written for each tier, in about 20 minutes.

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 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.

What you fill in

  • 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
  • CITY AND REGION
  • DELIVERY OR DISTRIBUTION RADIUS
  • 3 TO 6 SKUS WITH WHOLESALE PRICE, SRP, AND CASE MINIMUM. Example format: Estate Albarino, $168/case FOB, $32 SRP, 3-case minimum
  • ACCOUNTS YOU ALREADY SELL TO
  • ACCOUNTS THAT TURNED YOU DOWN, and why if you know
  • YOUR TRADE TERMS, e.g., net 30, two free samples per account, free delivery over 5 cases, staff training included
  • WHO SENDS THE EMAIL AND THEIR TITLE

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