Guest invitation and follow-up worksheet

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.