Restaurant Management New Client Onboarding

---
name: restaurant-management-new-client-onboarding
description: |
  Onboard diners, kitchen and front-of-house teams smoothly into a restaurant manager's service in restaurants and cafes.
  TRIGGERS - Use when a restaurant manager needs a new client onboarding pack for diners, kitchen and front-of-house teams in restaurants and cafes.
category: Restaurant Management
license: MIT
version: 1.0
---
# New Client Onboarding Pack — Restaurant Management

Onboard diners, kitchen and front-of-house teams smoothly into a restaurant manager's service in restaurants and cafes. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.
This skill is written for a restaurant manager working with diners, kitchen and front-of-house teams in restaurants and cafes.

## When to use
- You are a restaurant manager preparing, delivering or reviewing this part of your work in restaurants and cafes.
- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Food cost | the cost of ingredients as a share of menu price |
| Cover | one diner served in a service |
| Allergen management | controlling ingredients that can cause allergic reactions |

## Workflow
1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from menus and costing sheets
2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on food cost percentage will be shared
3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns
4. **Step 4** - Make the first contact easy: named contact, directions to restaurants and cafes, and what to do if plans change
5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or food hygiene failures

## Profession-Specific Components
| Component | Details for Restaurant Management |
|-----------|-------------------------------|
| Core documentation | menus and costing sheets; staff rotas; supplier orders; hygiene inspection records |
| Core tools & equipment | point of sale systems; reservation platforms; stock systems; staff scheduling tools |
| People involved | diners, kitchen and front-of-house teams; the restaurant manager; colleagues and other services in restaurants and cafes |
| Primary record | menus and costing sheets — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in restaurants and cafes] | **Objective:** [What this must achieve] | **Audience:** [diners, kitchen and front-of-house teams and other stakeholders]

The finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in menus and costing sheets.
2. **Short-term:** Complete the workflow steps and record outcomes against food cost percentage.
3. **Medium-term:** Review results, close actions, and update local procedures in restaurants and cafes.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| food cost percentage | Agree a local target and track the trend | Measured from menus and costing sheets and reviewed on a set cycle |
| table turnover | Agree a local target and track the trend | Measured from menus and costing sheets and reviewed on a set cycle |
| customer ratings | Agree a local target and track the trend | Measured from menus and costing sheets and reviewed on a set cycle |
| staff retention | Agree a local target and track the trend | Measured from menus and costing sheets and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: food hygiene failures.
- Never let this happen: allergen incidents.
- Never let this happen: cash handling discrepancies.
- Work only within the competence and authority of a restaurant manager; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to restaurants and cafes's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A restaurant manager in restaurants and cafes applies this workflow for diners, kitchen and front-of-house teams: they open
menus and costing sheets, work through the five steps using point of sale systems, and close by recording
the outcome against food cost percentage and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)