Restaurant / branch / program owner: _____________________________________
Guest benefit we can reliably deliver: ___________________________________
Channel choices offered: Email / Text / Both separately
Enrollment setting: Website / Receipt / Table card / Other: ________________

## 1. Write the invitation
Headline naming the benefit: _____________________________________________
Expectation-setting sentence: ____________________________________________
Action label: ____________________________________________________________
Offer eligibility, purchase requirement, dates, exclusions: ________________
Approved privacy / terms destinations: ____________________________________

Creative example: “Know what’s cooking next. Get seasonal menu news and occasional invitations from [restaurant]. Join our email list.” This is a headline and invitation, not a complete permission disclosure.

## 2. Check the permission and data setup
Required fields and purpose for each: ____________________________________
Separate channel controls and final disclosure reviewed by: _______________
Provider / jurisdiction review owner / date: ______________________________
Where consent wording, timestamp, source, and current status are stored: ____
Suppression owner and process: ____________________________________________
Do not infer promotional permission from a reservation number or another channel. Keep access to guest information limited to the people who need it.

## 3. Define the confirmation and welcome
What submission actually does: ___________________________________________
Confirmation message and next step: ______________________________________
Welcome subject / body / single destination: ______________________________
How the promised benefit is delivered and redeemed: ________________________
Staff instructions / exception owner: ____________________________________

## 4. Map three messages
Message 1 purpose / audience / trigger / destination: ______________________
Message 2 purpose / audience / timing hypothesis / destination: _____________
Message 3 purpose / audience / real occasion / destination: ________________
Overall frequency control across broadcasts and sequences: ________________
Stop or adapt on: opt-out, redemption when observable, location change, expired offer, canceled event, or other: _______________________________________
Reply owner / monitoring schedule: ________________________________________

## 5. Test and review
Test email-only, text-only, both, duplicate signup, invalid contact, changed preference, redeemed offer if observable, and opt-out. Verify that the destination, confirmation, and actual delivery agree.
Test owner / completed date / failures to resolve: _________________________
Measures: signups, deliverable contacts, useful clicks, replies, recorded redemptions, opt-outs, and complaints. Keep form completions separate from visits.
Review date / one next improvement: _______________________________________

Use the full email and text examples in the follow-up guide as starting drafts. Replace brackets and fictional details before use; do not copy a program promise that your restaurant cannot fulfill.