Chef Tai | Sending Menu Proposals

Purpose

This SOP outlines the process for sending menu proposals to clients for Chef Tai, ensuring accuracy, consistency, and professional communication.

Steps to Send a Menu Proposal

1. Access Dubsado

1. Log in to Dubsado under the Chef Tai account.
2. Navigate to Projects and locate the client’s name in the list.

2. Preparing the Proposal Form

a. Edit the Proposal Form

1. Go to Forms within the client’s project.
2. Locate the Event Proposal and Custom Menu form:
   • Click Edit or View to open it.

b. Update Client Information

1. Copy and paste the client’s details (name, event details, etc.) provided by Chef Tai into the appropriate fields.
2. Format the information correctly to maintain professionalism.

c. Update Package Information

1. Click Edit Package:
   • Update the package details based on the pricing provided by Chef Tai.
   • If it’s a per-person rate, input the quantity and per-person price.
   • If there’s a flat rate, input the total price and include the New Jersey tax.
   • Update the description to reflect the package, e.g., Event Total.
2. Save changes.

d. Review the Proposal Form

1. View the updated form to confirm all details are accurate:
   • Verify the pricing, taxes, and descriptions.
   • Ensure formatting and details align with the client’s expectations.

3. Sending the Proposal Email

a. Check the Workflow

1. Go to the client’s Workflow and locate the Event Proposal and Custom Menu email template.
2. Confirm that the email template includes:
   • A professional greeting.
   • Clear instructions for the client to review the proposal and complete the form.

b. Add Menu Links

1. If sending a specific menu (e.g., appetizers or dinner):
   • Copy the links for the Appetizer Menu and Dinner Menu from the appropriate form.
   • Format the links in the email body using the link button in the email editor.
   • Center the links for a clean and organized look.

c. Review the Email

1. Confirm the email content matches the client’s event details and includes the correct proposal links.
2. Use the subject line: Custom Menus by Chef Tai.

4. Send the Proposal

a. Force Workflow Execution

1. In the Workflow, hit Approve and Force Now to immediately send the proposal email.
2. Wait a moment for the email to be processed and sent.

b. Verify the Email Sent

1. Go to the Emails section in Dubsado to confirm the email was sent.
2. Check that the client’s email includes the proposal form, links, and additional instructions.

5. Post-Sending Tasks

a. Update the Task

1. Mark the task as completed in the task management system.
2. Optionally, inform Chef Tai that the proposal has been sent.

b. Monitor Workflow Progress

1. Ensure the workflow automatically updates the client’s status from Lead to Proposal Sent.
2. Refresh the client’s project page to verify the status change.

c. Follow-Up

1. Once the client submits their form, review the updates and revise the invoice accordingly.
2. Continue communication with the client to finalize details and confirm the event.

Notes and Tips

• Clarifications: Always clarify any doubts with Chef Tai before finalizing the proposal.
• Client-Specific Adjustments: Tailor the menu and proposal to the client’s preferences and event requirements.
• Testing: Ensure links and email formatting are tested before sending.
• Professionalism: Maintain professional and clear communication in all emails and forms.