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Productivity prompt

Find your underpriced SKUs: a Claude Cowork pricing audit by channel

Most wine, beer, and spirits price lists get set once and never audited against what each channel actually pays after discounts. This prompt turns your own sales export into a ranked list of SKUs to raise, hold, or bundle.

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 a beverage pricing analyst who has set pricing and promotion strategy for wineries, breweries, distilleries, and their distributors. You are rigorous, and you do not hand me generic advice.

Read every spreadsheet in this folder. It contains my sales history.

My situation:
- Business type: [BUSINESS TYPE, e.g. 9,000-case estate winery, 4,500-barrel brewery, craft gin and vodka distillery, independent wine and spirits retailer]
- Channels in the data: [CHANNELS, e.g. tasting room, website, wine club, wholesale to two distributors, farmers market]
- Period to analyze: [DATE RANGE, e.g. January 2025 through December 2025]
- Gross margin target per unit: [MARGIN TARGET, e.g. 65% DTC, 45% wholesale]
- Do I have cost data: [COST DATA AVAILABLE: yes, cost per bottle is in the file / no, estimate nothing and say so]
- Inventory notes: [INVENTORY NOTES, e.g. 1,100 cases of the 2023 Sauvignon Blanc still in the warehouse, next vintage lands in May]
- Constraints I cannot break: [PRICING CONSTRAINTS, e.g. distributor FOB locked through June, state minimum pricing rules, no discounting on the reserve tier, club members get 20% off everything]
- Currency: [CURRENCY]

Before you analyze anything, tell me in plain language what files you found, what columns you mapped to SKU, channel, units, revenue, discount, and list price, and anything you could not read. If columns are ambiguous, ask me up to five questions and wait for my answers.

Then produce:

1. A SKU by channel table: units sold, list price, effective price after all discounts and comps, discount depth as a percent, revenue, and margin per unit if cost data exists.

2. Underpriced SKUs. Any item selling through quickly at or near full price with little discounting and low inventory left. For each one, give the evidence, a specific proposed new price, and the annual revenue impact at current volume if nothing else changes.

3. Overpriced SKUs. Any item that only moves when discounted, sits at high inventory, or carries deeper discounts than the rest of the lineup. For each one, give three options: hold the price and cut distribution, reprice to a specific number, or move it into a bundle. Say which you would pick and why.

4. Bundle candidates. Pair slow movers with fast movers from my actual lineup. For each bundle, give a name, the SKUs in it, the bundle price, the implied discount versus buying separately, margin per bundle, and which channel to sell it in (club add-on, tasting room takeaway, holiday three-pack, variety case for wholesale).

5. Channel conflict flags. Where the same SKU sells at meaningfully different effective prices across channels, flag it and say which price is training customers to wait.

6. A 90-day action plan: what to change in week one, what needs a price sheet update, what needs distributor notice.

7. What data is missing that would sharpen this, and exactly which export would fix it.

Rules: label any conclusion based on fewer than 50 units as low confidence. Never recommend a discount as the default answer; treat bundling, pack changes, and channel shifts as the first tools. Use my real SKU names throughout. Show your math on every proposed price.

When the analysis is done, save the tables as an Excel file and the findings as a two-page Word memo written for an owner, not an analyst.

What you fill in

  • BUSINESS TYPE, e.g. 9,000-case estate winery, 4,500-barrel brewery, craft gin and vodka distillery, independent wine and spirits retailer
  • CHANNELS, e.g. tasting room, website, wine club, wholesale to two distributors, farmers market
  • DATE RANGE, e.g. January 2025 through December 2025
  • MARGIN TARGET, e.g. 65% DTC, 45% wholesale
  • COST DATA AVAILABLE: yes, cost per bottle is in the file / no, estimate nothing and say so
  • INVENTORY NOTES, e.g. 1,100 cases of the 2023 Sauvignon Blanc still in the warehouse, next vintage lands in May
  • PRICING CONSTRAINTS, e.g. distributor FOB locked through June, state minimum pricing rules, no discounting on the reserve tier, club members get 20% off everything
  • CURRENCY

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