Promotion and Discount Checklist
Start using this Workflow
Promotion Planning
Define the promotion objective
Identify the target guest segment
Set the success KPIs
Choose the discount mechanic
Margin and Pricing Review
Model the discounted food cost
Set per-guest redemption limits
Confirm beverage program impact
Get owner sign-off on the offer
Legal and Compliance
Confirm the offer is legal in your state
Determine whether alcohol is included
Confirm ABC compliance for the offer
Draft the terms and conditions
POS and Systems Setup
Build the discount in the POS
Test the discount on a dummy ticket
Update online ordering and delivery menus
Configure manager-approval thresholds
Marketing and Channels
Produce in-house signage and table tents
Schedule social posts on Instagram and Facebook
Update Google Business Profile and Yelp
Send the email and SMS blast
Brief any local influencer partners
Staff Training and Pre-Shift
Walk FOH through the offer at pre-shift
Brief BOH on the prep impact
Post the cheat sheet at the server station
Post-Promotion Review
Pull the promo sales mix from the POS
Reconcile actual vs. theoretical food cost
Review guest feedback and online reviews
Document the post-promo decision
