Restaurant Marketing Plan Checklist
Market Research & Positioning
Pull cover counts and average check by daypart (brunch, lunch, happy hour, dinner, late-night) from the POS — Toast, Square, or Aloha. Sketch the guest persona for each daypart: lunch is often nearby office workers on a 45-minute clock; dinner skews date-night or family. Marketing channels follow from these personas.
Walk into the three nearest competitors at peak service. Note their menu price bands, average check, cover turnover, signature dishes, and any visible promo. Photograph their menu and check Resy/OpenTable availability — booking density is a usable proxy for demand.
Strengths and weaknesses are internal (cuisine, chef reputation, patio, parking). Opportunities and threats are external (a new concept opening two doors down is a threat; an office tower opening across the street is an opportunity). Keep it to one page.
Export the item-level sales mix report. Identify the top 10 sellers (anchor items the marketing should feature) and the bottom 10 (candidates for 86 or rework). Note BTG wine performance and dessert attach rate — both common levers for check-average campaigns.
Brand Identity
One sentence: what a guest can expect every visit. "Wood-fired Neapolitan pizza and natural wine in a 45-minute neighborhood dinner." The promise should constrain operations — if the kitchen can't hit 45 minutes, the promise is wrong, not the kitchen.
Answer the question: "Why here, not the place across the street?" The USP must be something a guest can perceive in one visit — a 900°F oven, a James Beard semifinalist chef, a 200-bottle natural wine list, a $14 lunch combo that beats every comp.
Brief a designer with the guest promise and USP. Specify deliverables: primary logo, monogram, two web-safe fonts, color palette with hex codes, and menu/signage application. Get the source files (.ai, .svg) — not just PNGs.
Digital Presence
Required pages: home, menu (with allergens flagged), hours, location with map, reservations link to Resy or OpenTable, online-ordering link to Toast or ChowNow, contact. Menu PDFs are a common search-engine miss — render menu as HTML text so Google can index it.
Most discovery traffic comes through Google Maps and "restaurants near me" searches, not the website. Verify the listing, add 10+ photos (interior, exterior, top sellers, team), set accurate hours including holidays, enable reservations, and turn on Q&A monitoring.
Convert to business accounts so analytics and link-in-bio work. NAP (name, address, phone) consistency across all platforms is a local-SEO ranking signal — copy-paste from the GBP listing to avoid drift.
Verify NAP consistency on Yelp, TripAdvisor, OpenTable, Resy, and the GBP. Add Restaurant schema markup to the website. Submit the sitemap to Google Search Console. Inconsistent NAP across 3+ listings is the most common reason a restaurant ranks below a competitor with worse food.
Advertising Campaigns
Allocate the quarterly marketing budget across channels. For independent restaurants, paid social (Meta + TikTok) and Google Local Ads typically outperform print or radio per dollar, but a neighborhood concept may still benefit from a community paper buy. Set a single channel as the primary test.
Shoot vertical video for Reels and TikTok, square stills for the feed, and landscape for Google. Lead with the signature dish — generic interior shots underperform food shots by a wide margin. Aim for 6-8 assets per campaign so you can rotate before fatigue.
Local micro-influencers (5K-50K followers) typically outperform regional macro-accounts on conversion for restaurants. Comp the meal, set deliverables in writing (one Reel + 3 Stories), and require FTC disclosure (#ad or #partner). Track redemption with a unique promo code per creator.
Set a daily cap on each campaign so an algorithm overshoot doesn't burn the month's budget in a weekend. Geo-target a 3-mile radius for a neighborhood concept; 5-7 miles for destination dining. Monitor CPM and CTR daily for the first week.
Guest Loyalty & Engagement
Toast Loyalty, Square Loyalty, and SpotOn each support points-per-dollar with redemption thresholds. Pick a simple structure (e.g., $1 = 1 point, 100 points = $10 off) — complicated tier systems lose servers at the point of enrollment.
Most independents under-collect email — the host stand is the highest-intent moment. Train hosts on a one-line ask tied to the loyalty signup. Online ordering should pre-check the opt-in (where legal). Sync captures into Mailchimp, Klaviyo, or the POS-native marketing tool.
One newsletter per month is the floor; weekly is the practical ceiling before unsubscribes spike. SMS should be reserved for time-sensitive offers (today only, last-minute reservation availability) — overuse trains guests to unsubscribe. Honor TCPA: explicit opt-in, every message includes STOP instructions.
Trigger a short survey 1-2 hours after the guest's POS check closes (Toast and Square both support this). One NPS question plus an open text field beats a 12-question survey by 5x response rate. Negative responses route to the GM for same-day recovery.
Local PR & Media
Pull the bylines from the city paper's food section, Eater's local site, the metro magazine, and the two or three local food podcasts and Substacks. 20 names is plenty — quality of relationship beats list size.
News hook first: new chef, menu change, opening, anniversary, award. Lead paragraph answers who/what/where/when. Include the chef's bio, hi-res photos, reservation link, and the GM's mobile number. Send by 10am Tuesday — Monday is too noisy, Friday is too late.
Media tastings work for menu launches, new chef debuts, or anniversaries — they don't work for ordinary operations. Cost is 10-20 comped covers plus prep time. Decide based on whether there's a real news hook a writer would care about.
Tuesday or Wednesday evening, 5:30-7:30. Chef briefs each course at the table. Pre-prepare press kits with dish names, sourcing, and chef quotes — writers on deadline will use them verbatim. Follow up within 48 hours with hi-res photos.
Community Partnerships
Neighborhood 5K, school auction, public radio fundraiser, or food bank gala — pick one with overlap to the guest persona, not whatever has the lowest sponsorship tier. Negotiate logo placement plus a gift card pull (lower marginal cost, higher trial conversion than cash).
Find a non-competing business with the same customer (a wine shop, bookstore, theater, hotel concierge). Trade gift cards, run a joint promo, or build a "dinner + show" package. Concierge relationships at nearby hotels are particularly underused — a $50 staff meal at the hotel buys a year of referrals.
Farmers markets, neighborhood food festivals, and Restaurant Week events drive trial. Bring one signature item that travels well, a QR code to the reservation page, and a loyalty signup tablet. Verify the temporary food permit and the festival's insurance requirements before committing.
Quarterly Performance Review
Pull the POS sales summary for the quarter. Compare cover counts, average check, and sales-mix shifts against the prior quarter and the same quarter last year. Marketing impact shows up in cover growth and new-guest counts, not just gross sales.
For each campaign, calculate cost per new guest, cost per redemption, and incremental cover lift. A campaign at $40 cost per new guest is fine if the lifetime check is $200+; the same number is a problem at a $25 lunch counter.
Cut or pause the bottom-performing channel rather than spreading next quarter's budget evenly. A common trap: keeping a print ad running because it "feels right" when the QR-code redemption rate proves it's dead. Document the cut decision so it doesn't quietly come back next quarter.
Use this template in Manifestly
- Restaurant New Hire Checklist
- Kitchen Equipment Calibration Checklist
- Restaurant Sustainability Practices Checklist
- Restaurant Policy Update Checklist
- Restaurant Remodeling and Maintenance Checklist
- POS System Update Checklist
- Food Safety Compliance Checklist
- Portion Control Checklist
- Restaurant Technology Systems Checklist
- Supply Quality Checklist
- Restaurant Social Media Strategy Checklist
- Customer Loyalty Program Checklist
- Beverage Restock Checklist
- New Hire Paperwork Checklist
- Inventory Reconciliation Checklist
- Front-of-House Shutdown Checklist
- Menu Engineering and Profitability Checklist
- Non-Perishables Restocking Checklist
- Restaurant Event Planning Checklist
- Kitchen Equipment Start-Up Checklist
- Front-of-House Opening Checklist
- Restaurant Reservation Management Checklist
- Monthly Budget Review Checklist
- Restaurant Permit and Licensing Renewal Checklist
- Private Event & Buyout Planning Checklist
- Restaurant Marketing and Promotion Checklist
- Point of Sale System Management Checklist
- Restroom Refresh and Inspection Checklist
- Customer Feedback and Resolution Checklist
- Food Safety and Hygiene Checklist
- Restaurant Employee Training Checklist
- Restaurant Inventory Count Checklist
- Monthly Restaurant Inspection
- Security System Check Checklist
- Service Timing Checklist
- Staff Training Checklist
- Restaurant Closing Checklist
- Restaurant Emergency Procedures Checklist
- New Menu Item Development Checklist
- Vendor Order Checklist
- Prep Station Setup Checklist
- Health Inspection Readiness Checklist
- Health and Safety Compliance Checklist
- Pre-Shift Employee Health Screening Checklist
- Monthly Maintenance Checklist
- Restaurant Payroll Processing Checklist
- Daily Specials and Menu Update Checklist
- Order Accuracy Checklist
- Employee Scheduling and Labor Management Checklist
- Weekly Cleaning Checklist
- End-of-Day Sales Reconciliation Checklist
- Annual Business Goals Review Checklist
- Supplier and Vendor Evaluation Checklist
- Restaurant Licensing Renewal Checklist
- Wine and Beverage Inventory Checklist
- Restaurant HR Compliance and Record-Keeping Checklist
- Employee Performance Review Checklist
- Taste Testing Checklist
- Pre-Shift Meeting Checklist
- Restaurant Opening Checklist
- Daily Inventory Checklist
- Restaurant Partnership and Collaboration Checklist
- Restaurant Security Checklist
- Manager Daily Walkthrough
- Employee Termination Checklist
- Restaurant Hiring Checklist
- Restaurant Insurance Review Checklist
- Recipe Consistency Checklist
- Restaurant Bathroom Cleaning Checklist
- Equipment Safety Checklist
- Food Prep Checklist
- Food Waste Log Checklist
- Restaurant Quality Control Checklist
- Workplace Safety and Ergonomics Checklist
- Bar Opening and Closing Checklist
- Restaurant Cleaning Checklist
- Restaurant Employee Onboarding Checklist
- Table Setting and Presentation Checklist
- Guest Complaint Resolution Checklist
- Weekly Inventory Management Checklist
- Reservation Management Checklist
- Menu Knowledge Checklist
- Restaurant Safety Training Checklist
- Daily Cleaning Checklist
- Digital Menu Update Checklist
- Work Schedule and Shift Swap Checklist
- Kitchen Closing & Cleanup Checklist
- Beverage Quality Checklist
- Promotion and Discount Checklist
- Food Allergy and Special Diets Checklist
- Restaurant Closing Cleaning Checklist
- Daily Prep Task Checklist
- Staff Training Program Checklist
- Table Setting Checklist
- Staff Uniform Checklist
- Food Presentation and Plating Standards Checklist
- Server Customer Service Training Checklist
- Restaurant Closing Checklist
- Food Storage and Rotation Checklist
- Guest Experience Checklist
- Guest Feedback Collection Checklist
- Perishables Stocking Checklist
- Restaurant Closing Checklist
- Kitchen Deep-Clean Checklist
- Food Storage Checklist
- Takeout and Delivery Service Checklist
- Food Safety Checklist
- Front-of-House Operations Checklist
- Restaurant Equipment Maintenance Checklist
- Restaurant Maintenance Checklist
- Restaurant Employee Termination Checklist
- Weekly Staff Scheduling Checklist
- Restroom Cleaning Checklist
- Restaurant Opening Checklist
- Server Side Work Checklist
- Restaurant Technology Backup Checklist
- Restaurant Tax Preparation Checklist
- Daily Kitchen Cleaning Checklist
- Morning Prep Checklist
- Food Ordering and Receiving Checklist
- Restaurant Cross-Training Checklist
- Uniform and Appearance Standards Checklist
- Customer Service Excellence Checklist
- Restaurant Opening Checklist
- Cash Handling and Management Checklist
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