← Help CenterGather your source information
- Collect your current catering menu, package sizes, prices, minimum order amounts, and lead times.
- List each location, service area, business hours, and pickup or delivery options.
- Name the person who approves menu changes and the person who follows up on catering inquiries.
Define a complete inquiry
- Capture the customer's name and contact details, event date, serving time, guest count, and budget.
- Include menu preferences, dietary requests, delivery address or pickup location, and special instructions.
- Separate confirmed details from questions that require your team's approval.
Review before launch
- Agree with the CaterVox team on phone routing, follow-up responsibilities, and the order handoff.
- Run representative test calls and review the resulting event details with the people who will fulfill the order.
- Keep a current source document and assign an owner to maintain it.
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