Operationalize retention, expansion, and referral systems for restaurant operations and growth with evidence-based account reviews.
Scanned 9/24/2026
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---
name: salesportl-restaurants-client-success-expansion
description: Operationalize retention, expansion, and referral systems for restaurant operations and growth with evidence-based account reviews.
version: 2.0.0
tags: [salesportl, restaurants, niche-suite, context-loop, qa-recursive, tool-node-aware]
---
## Purpose
Operationalize retention, expansion, and referral systems for restaurant operations and growth with evidence-based account reviews.
## Use when
- You are operating inside `SalesPortl-Restaurants-Skills-Suite`.
- You need restaurant operations and growth execution quality for restaurant groups, local restaurants, and food-service brands.
- You want repeatable, improving workflows that learn from each run via context + memory updates.
## Industry fit: micro-niche variants
- quick-service restaurants
- fine dining/reservation-led
- multi-location franchise operations
## Standard operating patterns (SOP)
- offer and menu campaign cadence
- reservation/order funnel management
- review/reputation response loops
## SalesPortl platform tooling focus (if available in workspace)
- campaign builders for local promos/events
- click tracking for reservation/order CTAs
- pipeline/calendar workflows for catering and events
## Required inputs
- Business objective and requested deliverable
- Current context quality (none/partial/verified)
- Business model, offer mix, and target customer profile
- Authority boundary for external actions (draft-only unless approved)
- Available SalesPortl platform features in this workspace
## Workflow
1. Set onboarding, adoption, and value-realization checkpoints.
2. Define health-score signals and churn-risk triggers.
3. Build expansion/referral moments grounded in verified outcomes.
4. Attach recurring review workflows and memory updates for account-level improvement.
## Platform execution checklist
- Campaign orchestration nodes
- Click-tracking and attribution configuration
- Workflow/automation nodes
- Custom agent launch and role-specialized sub-agents
- CRM pipeline and lead stage automation
- Calendar, booking, and follow-up automations
- Website/page/app builder flows (where available)
## Output format
```text
- Onboarding and adoption flow: ...
- Health score model: ...
- Expansion/referral trigger map: ...
- Review cadence with memory updates: ...
```
## Confidence scoring rubric (0-5 each)
- Logic integrity
- Consistency with context and previous decisions
- Thoroughness of analysis
- Completeness for implementation
- Platform/tooling readiness
- Niche-specific relevance
- **Target**: average >= 4.2 before final handoff
## Quality checks
- Output explicitly reflects this industry plus at least one micro-niche variant.
- Recommendations map to practical SalesPortl feature usage when requested.
- Ambiguities are handled by questions, not assumptions.
- Logic is coherent end-to-end across routing, execution, and QA.
- Completeness is verified before finalization; partial output is labeled as partial.
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