Promotion and Discount Checklist

Steps a restaurant GM or marketing lead runs to plan, launch, and evaluate a promotion or discount — from setting goals through POS configuration, staff training, legal review, and post-promo analysis.

7 sections 28 steps

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

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Sections 7

Steps 28

Category Restaurant

Price Free to start

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