Sales, Marketing & Reputation

Local and digital marketing, loyalty, catering sales and reputation management to grow sustainable demand.


Planner

Local Marketing 90‑Day Campaign Planner

Interactive planner to design, budget, schedule, and measure a neighborhood-focused 90-day marketing program. Includes objectives, channel mix, budget allocation, creative brief, week-by-week activities, and a simple measurement dashboard you can save and reuse.

Members:
Planner Template

Local Marketing Campaign Planner (calendar & ROI tracker)

A practical, step-by-step campaign planner that combines a campaign brief, channel checklist, simple calendar/timeline entries, budget allocation fields, tracking tag guidance, and a post-campaign ROI tracker. Interactive fields let teams save campaign plans and post-campaign results for future learning.

Members:
Toolkit

Menu Change Launch: Communications, Checklists & Templates

A step-by-step toolkit to plan and run coordinated menu updates across kitchen, front-of-house, POS and marketing. Includes a suggested timeline, POS update checklist, server tasting notes and scripts, marketing blurb templates, an inventory purge plan for removed items, and a pilot evaluation form you can reuse or adapt.

Members:
Canvas

Loyalty Program Design Canvas (value-based)

One-page interactive canvas to design value-aligned loyalty programs that drive profitable repeat visits. Capture target guests, desired behaviors, reward mechanics, cost and breakage assumptions, estimated incremental margin, operational impacts, and a pilot checklist — then save the plan for later refinement or sharing.

Members:
Playbook

Online Review Response & Reputation Playbook

Templates, tone guidance, SLAs, escalation rules, and follow-up processes to respond to online reviews and guest messages in a way that protects reputation, resolves problems, and recovers guests.

Members:
Toolbox

CRM & Guest Data Segmentation Starter Kit

Practical starter kit for ethically segmenting restaurant guests, sample campaign templates you can copy, a minimal data model, a consent checklist, and a measurement plan so you can run and evaluate repeat-visit campaigns without wasting budget or risking guest trust.

Members: