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.

Use this workflow
1

Partner Fit Assessment

  1. Identify the partnership type
  2. Score the candidate on brand and concept fit
  3. Pull the partner's health inspection history
  4. Review online reputation and review velocity
  5. Confirm trade-area and logistical compatibility
2

Proposal Development

  1. Draft the partnership proposal
  2. Model the financial structure
  3. Build the activation timeline
  4. Pitch the proposal to the partner
3

Legal and Compliance

  1. Engage counsel to draft the agreement
  2. Negotiate termination and exclusivity terms
  3. Verify liquor license scope covers the activation
  4. Confirm COI naming each party as additional insured
  5. Countersign the partnership agreement
4

Operational Launch

  1. Lock the joint menu and pricing
  2. Configure the collab items in the POS
  3. Run the joint staff training session
  4. Launch the joint marketing campaign
  5. Hold the kickoff service and walk both lines
5

Performance Review

  1. Set the success metrics and reporting cadence
  2. Hold the 30-day partner check-in
  3. Run the 90-day partnership review
  4. Decide whether to renew, adjust, or sunset