Event Inquiry-to-Proposal Automation
A done-for-you catering automation built for the Sales Coordinator, connecting Zapier and Make.com so the work below happens on its own.
What this automation does, step by step
When an inquiry comes in with a guest count, date, and event type, this automation automatically generates a starter proposal with menu package options and pricing based on those details.
The prospect gets something concrete within minutes instead of waiting for a callback to even find out a ballpark price.
- A catering CRM (Total Party Planner or Caterease)
- Zapier or Make.com
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a sales coordinator handles each case reactively, after someone has already noticed something went wrong. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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