Restaurant Partnership and Collaboration Checklist
Steps an owner-operator or marketing lead runs to vet, sign, and launch a co-marketing or operational partnership with another restaurant — from initial fit assessment through joint promotion launch and 90-day performance review.
5 sections
23 steps
1
Partner Fit Assessment
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Identify the partnership type
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Score the candidate on brand and concept fit
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Pull the partner's health inspection history
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Review online reputation and review velocity
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Confirm trade-area and logistical compatibility
2
Proposal Development
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Draft the partnership proposal
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Model the financial structure
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Build the activation timeline
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Pitch the proposal to the partner
3
Legal and Compliance
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Engage counsel to draft the agreement
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Negotiate termination and exclusivity terms
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Verify liquor license scope covers the activation
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Confirm COI naming each party as additional insured
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Countersign the partnership agreement
4
Operational Launch
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Lock the joint menu and pricing
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Configure the collab items in the POS
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Run the joint staff training session
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Launch the joint marketing campaign
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Hold the kickoff service and walk both lines
5
Performance Review
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Set the success metrics and reporting cadence
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Hold the 30-day partner check-in
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Run the 90-day partnership review
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Decide whether to renew, adjust, or sunset
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Sections
5
Steps
23
Category
Restaurant
Price
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