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Restaurants and cafés: Lead follow-up and sales process

A 50-item follow-up list from the first reply and CRM fields to quote follow-ups, deposits, no-shows, shift hand-offs, and the weekly review.

50 items6 groups15 minOctober 15, 2026

  • lead follow-up
  • checklist
  • bookings
  • restaurants

Preview

3 items open, 50 items in total. Members see the rest.

Booking, group, and catering inquiries are won or lost mostly on reply speed and follow-up discipline. Share this list with everyone who answers the phone, so the process stays the same when shifts change.

First reply and speed

8 items
  • A first-reply target is written down for service hours (for example, 15 minutes), and outside service hours the next-morning reply time is set.
  • WhatsApp, Instagram messages, phone calls, and web forms are tracked from a single list or a single inbox.
  • The after-hours auto-reply is on and states the opening time.

5 items more in this group for members.

47 items more for members

This item has 50 items in total. With a membership you see all of it and copy any line in one click.

  1. Records and CRM fields9 items
  2. Quotes and follow-up cadence9 items
  3. Deposits, confirmation, and reminders8 items
  4. No-shows and the waitlist8 items
  5. Shift hand-offs and weekly review8 items

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Restaurants and cafés page
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    16 copy and message templates for restaurants

    New dish caption

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    WhatsApp and DM replies

    Copy-and-fill booking form

    Hi {NAME}, welcome. To speed up your booking, just copy the lines below and fill them in: Full name: Date and time: Number of guests: Seating preference (garden / indoors): Notes (allergies, high chair, special occasion): As soon as your message comes in, we'll check the table and confirm within {CONFIRMATION_TIME}.

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    That sizzle is the meat's first second in the pan. We wait 90 seconds to flip it.

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