Map the current process.
Walk through a recent catering inquiry: who answered, where the details went, and how the restaurant received the order.
Define the handoff.
Identify the locations, menus, and information your team needs. Review your specific Square, Clover, Toast, or Olo setup with the CaterVox team.
Test the real scenarios.
Review a routine inquiry, a change request, and a request that needs a person. Agree on what a successful handoff looks like.