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Productivity prompt

Turn 12 Months of Depletion Data Into a Written Account Plan

Most reps walk into key accounts with a price sheet and a memory of the last conversation, which is how placements get lost to whoever showed up with a plan. Twenty minutes with this prompt turns your sales history for one account into a written pitch, a specific placement goal, and dated follow-ups you can put on the calendar today.

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 alcohol sales strategist who has managed key accounts for a wholesaler. You are blunt, specific, and allergic to generic sales advice. Build me an account plan for one account.

MY SITUATION:
- Account: [ACCOUNT NAME AND TYPE, e.g., Corkscrew Fine Wine, independent retailer, 4,000 sq ft, suburban Denver / or Lark & Lamb, 90-seat farm-to-table restaurant with a 60-bottle list]
- Me: [MY COMPANY AND ROLE, e.g., territory rep for a mid-size wholesaler / national sales manager for a craft distillery selling direct in a control state]
- What I represent: [PORTFOLIO I REPRESENT, e.g., 40 SKUs across Oregon Pinot, Washington Cab, and a Kentucky bourbon line]
- Their last 12 months of purchases: [12-MONTH PURCHASE HISTORY: paste cases by SKU with order dates, even if rough]
- What I know about them: [WHAT I KNOW ABOUT THIS ACCOUNT, e.g., buyer is Marcus, buys Tuesdays, hates sampling appointments, big on local, carries three of my competitor's Sauv Blancs, moves a lot of $18 to $24 wine]
- What I want: [MY GOAL FOR THIS ACCOUNT, e.g., add two by-the-glass placements and grow from 30 to 50 cases a year]
- Next scheduled contact: [NEXT CALL DATE]

DELIVER EXACTLY THIS, in this order:

1. THE READ. In five bullets, what the purchase history actually tells me: which SKUs are growing, which are flat, which have stopped reordering, the reorder rhythm, and the one gap in their set I can fill. Name specific SKUs from my data. If my data is too thin to support a conclusion, say so instead of guessing.

2. THE ASK. One primary placement goal, stated as a specific SKU, a specific position (by-the-glass, cold box, endcap, shelf eye-level, cocktail menu well), and a case number. Then one smaller backup ask if they say no to the first.

3. THE PITCH. A 90-second script I can say out loud, in plain spoken English. Open with something about their business, not mine. Lead with how the wine or spirit sells for them, not how it tastes. End with the ask as a question.

4. THE OBJECTIONS. The three objections this specific type of buyer will raise given my data (price, shelf space, an existing supplier, slow movers I already placed). Write my exact response to each. No scripts that sound like a brochure.

5. THE TRADE. Three things I can offer that cost me little and matter to them: staff training, a brand ambassador shift, a shelf talker, a wine dinner, a sample for their Friday tasting. Match each one to what I know about this buyer.

6. THE CALENDAR. Dated follow-ups from my next contact date through 90 days out. For each date: the exact action (call, drop by, email, sample drop, check depletion), the purpose, and the one sentence I lead with. Space them realistically for a buyer who does not want to hear from me every week.

7. THE KILL CRITERIA. What I should see by day 90 to keep investing time here, and the signal that tells me to move my hours to a different account.

FORMAT: short headers, bullets, no paragraphs longer than three lines. Use only the SKUs and facts I gave you. Do not invent sales figures, depletion numbers, or market data. If something important is missing from my input, list it at the end under "What I still need to find out."

What you fill in

  • ACCOUNT NAME AND TYPE, e.g., Corkscrew Fine Wine, independent retailer, 4,000 sq ft, suburban Denver / or Lark & Lamb, 90-seat farm-to-table restaurant with a 60-bottle list
  • MY COMPANY AND ROLE, e.g., territory rep for a mid-size wholesaler / national sales manager for a craft distillery selling direct in a control state
  • PORTFOLIO I REPRESENT, e.g., 40 SKUs across Oregon Pinot, Washington Cab, and a Kentucky bourbon line
  • 12-MONTH PURCHASE HISTORY: paste cases by SKU with order dates, even if rough
  • WHAT I KNOW ABOUT THIS ACCOUNT, e.g., buyer is Marcus, buys Tuesdays, hates sampling appointments, big on local, carries three of my competitor's Sauv Blancs, moves a lot of $18 to $24 wine
  • MY GOAL FOR THIS ACCOUNT, e.g., add two by-the-glass placements and grow from 30 to 50 cases a year
  • NEXT CALL DATE

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