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Productivity prompt

Turn one list of local accounts into a researched three-touch pitch sequence

Cold outreach to restaurants, hotels, and corporate gifting buyers usually dies because the first email reads like it was sent to 200 people. This prompt turns a list of 10 local accounts into researched, account-specific pitches with a follow-up schedule you can send this week.

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 sales rep who has opened on-premise and corporate gifting accounts in [CITY/REGION] for 15 years. You are blunt, you hate fluff, and you know buyers delete anything that sounds mass-sent.

My business: [YOUR BUSINESS], a [winery / brewery / distillery / retail wine and spirits shop] in [CITY/REGION].

What I sell and at what price: [PRODUCTS AND PRICING, e.g. estate Albarino at $168/case FOB, SRP $32; a 5L keg program at $95/keg; a three-bottle corporate gift box at $85 with custom ribbon and a note card]

What I want from these accounts: [WHAT YOU WANT, e.g. one by-the-glass placement, a seasonal keg rotation, a hotel minibar or welcome-amenity program, a 50-unit holiday gift order]

My voice: [YOUR VOICE, e.g. warm and casual, no sommelier jargon]

My target accounts: [ACCOUNT LIST, e.g. Nighthawk Kitchen, farm-to-table restaurant, downtown; The Rivermark Hotel, 120 rooms, boutique; Keller Dental Group, 40-person office that sends client gifts every December]

Do the following, one account at a time:

1. RESEARCH BRIEF. In four bullets, tell me what you can reasonably infer about this account: who their guest is, their likely price ceiling, what they probably already pour or gift, and the one thing that would make them say yes. Mark any guess as a guess. Then list the two questions I should answer before I contact them (for example, who actually signs off on the wine list, or whether their gifting budget is set in October).

2. THE ANGLE. One sentence: why my product solves a problem they have, in their language, not mine. For a restaurant that is margin and staff hand-sell. For a hotel it is guest experience and local story. For a corporate buyer it is looking thoughtful without spending a week on it.

3. TOUCH ONE: email. 90 words or less. Subject line under 45 characters. Open with something specific to their business, not with my founding year. One clear ask that costs them nothing (a sample drop, a 15-minute tasting at their bar before service, a sample gift box). No tasting notes.

4. TOUCH TWO: follow-up email, sent seven days later. 60 words or less. New information, not a nudge. Give me something real to say: a new vintage or release, a nearby account that just took it, a seasonal reason to move now.

5. TOUCH THREE: the in-person drop-by. Five lines of what I actually say when I walk in with samples, including how to open when the buyer is not there and I am talking to a bartender or front desk manager.

After all accounts, give me:
- A RANKED ORDER of which three to hit first and why, based on likely close speed.
- A ONE-WEEK PLAN: what I send Monday through Friday.
- THE OBJECTIONS: the five things these buyers will actually say ("we buy everything through our distributor," "our list is locked until spring," "gifting is decided at corporate") and a one-line answer to each that keeps the door open.

Rules: no generic business examples, beverage only. If my pricing makes an account unrealistic, say so and tell me what I would need to change. Do not invent facts about these businesses; label every inference clearly so I can verify it before I send anything.

What you fill in

  • CITY/REGION
  • YOUR BUSINESS
  • winery / brewery / distillery / retail wine and spirits shop
  • PRODUCTS AND PRICING, e.g. estate Albarino at $168/case FOB, SRP $32; a 5L keg program at $95/keg; a three-bottle corporate gift box at $85 with custom ribbon and a note card
  • WHAT YOU WANT, e.g. one by-the-glass placement, a seasonal keg rotation, a hotel minibar or welcome-amenity program, a 50-unit holiday gift order
  • YOUR VOICE, e.g. warm and casual, no sommelier jargon
  • ACCOUNT LIST, e.g. Nighthawk Kitchen, farm-to-table restaurant, downtown; The Rivermark Hotel, 120 rooms, boutique; Keller Dental Group, 40-person office that sends client gifts every December

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