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Phase 1: Inquiry → Contact
Inquiry Acknowledgment
Instant
Personal Note from Chef
Within 2 hrs
Menu Teaser + Social Proof
+4 hours
Phase 2: Quote → Negotiation
Custom Quote Delivered
On quote send
Quote Follow-Up (Value Add)
+3 days
Quote Follow-Up (Proof + Urgency)
+7 days
Quote Breakup Email
+14 days
Phase 3: Contract → Deposit
Contract Sent for Signature
On contract send
Contract Reminder
+3 days
Contract Urgent (Date at Risk)
7 days before
Deposit Invoice + Payment Link
On contract sign
Deposit Reminder
+3 days
Final Balance Invoice
14 days before
Final Balance Reminder
7 & 3 days before
Phase 4: Pre-Event
Booking Confirmation 🎉
On deposit paid
Event Countdown (1 Week)
7 days before
Final Details Confirmation
3 days before
Day-Before Reminder
1 day before
Phase 5: Post-Event
Thank You + Event Recap
+2 days
Review Request
+3 days
Review Reminder
+7 days
Referral Request
+14 days
Phase 6: Win-Back & Nurture
Past Client Check-In
+90 days
Seasonal Menu Drop
Quarterly
Cold Lead Win-Back
Day 30
Phase 7: Lead Magnet & Product
Menu Download Follow-Up
+1 day
Product Purchase Follow-Up
+3 days
Internal Admin Alerts
High-Value Lead Alert
Instant
Daily Leads Digest
Every 8 AM
Stalled Lead Alert
Daily 9 AM
Inquiry Acknowledgment
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