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Restaurant and Bar Growth Strategy

This playbook outlines a proven approach for restaurants and bars to build their business using the CRM. The strategy focuses on four key stages: attracting new customers, converting leads into bookings, generating positive reviews, and encouraging repeat business.

Capture More Leads

Begin by implementing tools to capture potential customers from various touchpoints.

Website Chat Widget: Install the SMS webchat widget on your restaurant or bar's website to engage visitors in real-time conversations.
Google Business Profile Integration: Connect your Google Business Profile to activate Google Chat, allowing customers to message you directly from your business listing.
Missed-Call Text-Back: Activate the missed-call text-back feature. When a call to your business goes unanswered, the system will automatically send a text message saying, "Sorry we missed your call - how can we help?"

Nurture Leads into Bookings

Streamline communication to efficiently convert inquiries into reservations and orders.

Text Snippets: Create pre-written text snippets for common phrases, questions, and links (like your menu or booking page) to save time and ensure consistent messaging.
Conversation AI: Activate the AI assistant to handle initial customer inquiries 24/7. This AI can be trained to answer common questions and conversationally guide leads toward making a booking.

Turn Leads into Sales

Make it easy for customers to pay you by setting up multiple payment options.

Configure your payment integration to enable:

Payment Forms for deposits or takeout orders.
Paid Appointment Calendars for reserving tables or private events with a fee.
Text-2-Pay for requesting and receiving payments via text message.
Tap-2-Pay for accepting in-person card payments using a mobile device.

Turn Sales into Positive Reviews

Leverage happy customers to build your online reputation.

Review Request Templates: Set up pre-written email and SMS templates to request reviews. This allows you to quickly send a review request to a customer with just a tap of a button.

Turn Sales into Repeat Customers

Keep your business top-of-mind to encourage customers to return.