Sub-industry · Catering & Events
Every inquiry, staged and priced before the date is gone.
We build the proposal engine, contract and deposit automation, and event-day coordination that keep caterers from losing bookings to a slower quote.
Pipeline · 6 stages
$212K active across 18 events
A sample board: six stages, your events, your branding
Stages tracked
6
inquiry through event day, one board
Active events
18
staged across the next 90 days
Pipeline value
$212K
quoted and in motion
Deposits held
11
confirmed, balance on schedule
Where deals stall
Every stage the manual work breaks
The quote that comes too late
A proposal that takes two days to build is a proposal the client never opens. The caterer who answered first gets the date.
Menus that never quite lock
Course changes, dietary swaps, and headcount guesses get traded over email until nobody is sure what was actually priced.
Feedback that gets lost
Notes from a tasting live in someone's head or a napkin, and half of them never make it back into the plan.
Signatures that stall
A contract sitting in an inbox is a booking that can still fall through, and every day it waits is a day of doubt.
Payments chased by hand
Calling a client to ask for a deposit is the same conversation the office has every week, for every event.
A day nobody wrote down
Without one shared sheet, load-in, service, and breakdown run on memory, and memory is where timing slips.
What we build
One pipeline, from first inquiry to the last plate
Instant proposal builder
A priced proposal goes out while the inquiry is still hot, built straight from your menus and headcount pricing.
Menu math · Headcount pricing · Sent in minutes · Branded PDF
Pipeline & calendar sync
Every event is staged from inquiry to event day on one board, checked against the calendar so nothing double-books a venue or a crew.
Six stages · Calendar-aware · No double-booking · Live totals
Contract & deposit automation
E-signed contracts and deposit requests go out the moment a proposal is accepted, with balance reminders that run themselves.
E-sign · Deposit requests · Balance reminders · Payment tracking
Event-day coordination
Staff assignments, delivery windows, and the run-of-show become one call sheet the whole crew works from on the day.
Call sheets · Staff briefs · Delivery windows · Live changes
Okafor–Bright wedding
Event order · Sat 14 Sep
Synced from the signed contract, nothing retyped
Flagship · the event order
One document the kitchen, the crew, and the client all read the same way
Catering goes wrong on the day when three copies of the same event have quietly diverged. Pulling every field from the signed contract is what makes a change propagate on its own, so nobody has to remember to pass it on.
The moment a contract is signed, the event order builds itself: venue, headcount, menu, room setup, deposit and balance, all pulled straight from the deal by the system, whoever answered the phone.
- Every field pulled from the signed contract, never retyped
- Menu and headcount changes update the order automatically
- Deposit and balance status visible without a phone call
- One document the kitchen, the crew, and the client all see
Watch an inquiry turn into a signed contract
Give us a recent inquiry and we'll turn it into a staged proposal, a contract, and a deposit request on your own pipeline, so the board can speak for itself.
The call sheet
One page the whole crew works from
The plan becomes a call sheet on event morning: load-in, service, breakdown, each with a time and an owner. A change updates the sheet, so nobody scrambles through texts.
- One sheet the whole crew works from, not a group chat
- Staff and delivery windows assigned ahead of the day
- A change updates the sheet everyone is already looking at
Call sheet · Sat 14 Sep
How we build it
Map the pipeline
We learn how inquiries arrive, how you quote today, and where a proposal stalls before it's signed.
Build the proposal engine
Instant, priced proposals go out from your menus and headcount pricing while the inquiry is still hot.
Wire contracts & deposits
E-sign, deposit requests, and balance reminders run without a call from the office.
Put event day on one sheet
Call sheets, staff briefs, and delivery windows go live so the day runs the way it was booked.
What's on the sheet
Everything a caterer needs, on one board
Before the event
- Instant proposal builder
- Pipeline & calendar board
- Menu & headcount tracking
- Client portal
Booking & payment
- Contract e-sign
- Deposit automation
- Balance reminders
On the day & after
- Event-day call sheets
- Vendor coordination
- Post-event follow-up
Every item ties back to the same pipeline. Nothing lives in a separate spreadsheet.
Questions
What caterers ask first
Wondering how it fits your menus and pricing? We'll build a proposal from a real event with you.
Can it build proposals automatically from our menus?
Yes. The proposal builder is tied to your menus and headcount pricing, so an inquiry gets an accurate, branded proposal in minutes.
Does it track headcount and menu changes as they happen?
Guest counts, dietary needs, and menu selections update in one place, and the proposal and event order stay in sync automatically.
How does it handle deposits and balance payments?
Deposit requests go out the moment a contract is signed, with balance reminders that run on their own. No more Friday collection calls.
Can it coordinate staff and vendors on the day?
Staff assignments, delivery windows, and the run-of-show become one call sheet the whole crew and every vendor can see.
Will it work alongside our current booking or CRM tools?
We connect to the booking, calendar, and payment tools you already run, so the pipeline stays the single source of truth without double entry.
Related services
What a catering desk runs on
Elsewhere on the sheet
More of Restaurants & Hospitality
Every seat at the table runs on the same pipeline, tuned to how it books, plans, and serves.
Let's talk
Running a large platform, shaping a first MVP, or getting a product ready for a funding round? Tell us where you are. We'll shape the process around it, and stay with you after launch.
