The event
What is the occasion? What date and time should the food be ready? How many guests are expected?
Practical checklists for the moments between “Can you cater our event?” and a handoff your kitchen can use.
Start with the inquiry checklistCapture the date, headcount, budget, dietary needs, and the person making the decision.
Read the guidePut the essential details in one place before you quote or hand off an order.
Read the guideConfirm quantities, packaging, pickup or delivery, and who owns the next step.
Read the guideKeep a clear record of what changed, who approved it, and when the team was notified.
Read the guideUse this as a starting point for your next catering conversation. Confirm the essentials before discussing a final menu or quote.
What is the occasion? What date and time should the food be ready? How many guests are expected?
What service style do they need? Are there dietary needs or allergens the restaurant team should review?
Is there a target total or per-person budget? Clarify what needs to be included, such as delivery or setup.
Is this pickup or delivery? Confirm the address, access instructions, serving needs, and an on-site contact.
Who approves the order? What is their deadline? Agree on the next action and when they should expect it.
Read back the brief. Separate confirmed details from open questions and name the person responsible for follow-up.