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Café & Restaurant Owner

Cost control, prep lists and supplier relationships handled with less admin.

For independent cafés, small restaurant groups and food businesses.

What this fixes

  • Food cost is calculated too late to act on it → A daily prep list generated from the sales mix
  • Prep lists are rewritten by hand every day → A weekly food cost and menu margin review
  • Supplier prices change and nobody notices the menu margin → A supplier price-change log with menu decisions
  • Shift handovers are verbal and inconsistent → A shift handover template that captures the same points every time

The flow it implements

  1. Pre-shift — SOP, checklist and templates included
  2. Service — SOP, checklist and templates included
  3. Close — SOP, checklist and templates included
  4. Ordering — SOP, checklist and templates included
  5. Prep — SOP, checklist and templates included
  6. Menu review — SOP, checklist and templates included
  7. Weekly numbers — SOP, checklist and templates included

The numbers you track

MetricDefinitionFormula
Food cost %Cost of goods sold over revenuecogs / revenue
Waste %Waste over food purchaseswaste_value / food_purchases
Labour %Labour cost over revenuelabour_cost / revenue
Average ticket $Average spend per coverrevenue / covers

What's in the download

Notion workspace

Importable databases (clients, pipeline, tasks, playbooks, notes) plus the schema to set up the rest in 25 minutes.

Sheets trackers

Pipeline, client scorecard and capacity trackers with live formulas. Open in Sheets or Excel.

Every document

Proposal, agreement, onboarding checklist, weekly report, monthly report, offboarding — plus one SOP per stage (7 in total).

AI prompt pack

4 prompts tuned for restaurant work, with the variables and the rules that keep output specific.

Automations

Five automations described trigger-by-trigger, a setup guide for Make, Zapier and GitHub Actions, and a working script.

Reference

Metrics dictionary, glossary, troubleshooting guide for when the system is not being used.

Setup takes 15 minutes

  1. Import pipeline-tracker.csv into Google Sheets and delete the example rows.
  2. Copy the three documents you send most often and replace the {{placeholders}}.
  3. Import tasks.csv as your checklist, then add your first real client.

Questions

Is this legal or professional advice?

No. These are operational templates. The documents in the pack are drafting aids and must be reviewed for your jurisdiction before you rely on them.

Do I need Notion or Google Sheets?

No. Every file opens in any spreadsheet app, and the docs are plain Markdown and CSV. Notion and Sheets are conveniences.

What if it does not fit my business?

Edit it. That is the point. If you need a different vertical, ask for it — requests drive what gets built next.

Can I use it for unlimited clients?

Yes. One purchase, unlimited client use, permanently.

What if I want a refund?

Email campbelltrdbaja@gmail.com within 14 days. We do not ask why.

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