Catering Lead Follow-Up Playbook

Respond quickly, qualify consistently, and stop valuable catering inquiries from disappearing.

Catering leads arrive through several channels and receive inconsistent follow-up.

Capture

Route calls, forms, email, and DMs into one visible lead record.
Capture event date, guest count, budget range, location, dietary needs, and decision deadline.
Record source campaign and content identifiers when available.

ActionSubmit a test inquiry through every live channel and confirm each appears.

Acknowledge the inquiry immediately and state when a person will respond.
Use a consistent qualification checklist without pretending an automated reply is human.
Assign one owner and escalate inquiries close to the event date.

ActionSet the business-hours response target and after-hours acknowledgement.

ActionCreate the next-action rule for unresponsive leads at 1, 3, and 7 days.