Build the event brief
Configure lead collection around the details your team needs: event date, guest count, venue, service format and contact information. Follow up on missing fields before the inquiry moves into the sales process.
Catering & events
From the first question to a useful event brief.
Collect the details your catering team needs, answer routine questions and route the inquiry into your sales workflow.
Keep the event details together
An event inquiry can begin with a short message and turn into a long exchange about dates, guest counts, menus and delivery. Chad helps collect the brief so the person preparing the proposal starts with the customer’s requirements instead of another round of basic questions.
Workflows for catering & events
Answer menu and service questions
Use the menus, service descriptions and policies your business provides to answer routine questions. Route special requests to staff for confirmation when the published information does not settle them.
Deliver the inquiry to sales
Send captured leads to the configured Monday.com workspace and boards. Match the lead fields to your team’s process and check a test submission before relying on the connection.
Connect the tools behind the conversation
Monday.com supports configured lead delivery, while WhatsApp, email and web chat support the customer conversation. Your workspace, destination boards and field mappings need to match the way your team manages event inquiries. An installed integration alone does not mean every conversation creates a sales record.
Explore supported integrationsPlan your first workflow
Start with your current inquiry form, menus, service areas and the information needed to prepare a quote. Decide which questions Chad answers from supplied information and which require a coordinator. Test a complete brief, a missing event date and a request that needs staff approval.
A catering team using Monday.com
Read customer experiences“I like how it is automatically going to monday.com!!!”
Questions from catering & events teams
Does submitting an inquiry confirm an event booking?
An inquiry captures the customer’s requirements. Your team should confirm availability, proposal terms and any required payment through the agreed booking process.
Can Chad confirm dietary or allergen requirements?
Provide approved menu information for routine questions. Requests needing kitchen confirmation or an accommodation decision should reach your team before a commitment is made.
How do we know a lead reached the right board?
Use a test inquiry and inspect the selected workspace, board and fields. Review the lead-delivery setup when your boards or form requirements change.
Put the workflow into practice
Bring us a real customer conversation.
We’ll walk through the workflow, connected tools and handoffs with your team.