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Strategy prompt

Put Shelf Placement in Writing Before Your Next Distributor Review

Regulators have documented pay-to-play shelf schemes at the country's largest wholesaler and still have not pulled a permit, which means producers cannot count on enforcement to level the chain-set playing field. The move is to stop paying for placement you cannot verify and write named accounts, depletion reporting, and exit triggers into your next distributor agreement.

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 accountability analyst. I am a [winery / brewery / distillery] producing [annual case or barrel volume] in [state], and I am preparing for a review with [distributor name] covering [market or markets].

Here is my situation:
- Annual spend with this distributor on bill-backs, depletion allowances, samples, and marketing funds: [$ amount, or paste the line items]
- Accounts I believe that money supported: [list what you know, or write "unknown"]
- My depletion trend over the last 12 months: [cases or % change]
- My top three target accounts for the next 12 months: [list them]
- My walk-away point: [the minimum performance or the maximum spend before I pull the brand]

Produce the following:
1. A spend audit worksheet: the exact questions I should ask to trace each dollar of bill-back and marketing spend to a named account and a measurable result. Flag any category where I am paying for something I cannot verify.
2. Ten questions for the review meeting, ordered from easy to uncomfortable, written the way an owner would actually say them out loud. No legal jargon.
3. Three contract terms I should ask for in writing: named target accounts with dates, a depletion reporting format and frequency, and a termination or market-reversion trigger. Write each one in one or two plain sentences I could hand to my attorney.
4. The trade I should offer in exchange for each term (staff education, winemaker or distiller visits, library or limited allocation, ride-with days), with my realistic cost for each.
5. A reallocation plan: if I pulled [25%] of this spend out of chain placement, show me three places to redeploy it (on-premise by-the-glass, independent retail, DTC acquisition) with what I should expect from each and how I would measure it in 90 days.

Push back on me. If my spend is small enough that I have no real standing to demand reporting, say so plainly and tell me what to do instead. If any answer requires national chain budgets I do not have, say so rather than guessing.

What you fill in

  • winery / brewery / distillery
  • annual case or barrel volume
  • state
  • distributor name
  • market or markets
  • $ amount, or paste the line items
  • list what you know, or write "unknown"
  • cases or % change
  • list them
  • the minimum performance or the maximum spend before I pull the brand
  • 25%

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