---
title: The catering inquiries workbook
description: Stop losing catering orders before you even quote. Get the catering inquiries workbook with practical checklists and templates you can use right away.
image: https://rally.app8solutions.com/hubfs/1-Mar-03-2026-03-59-39-8029-PM.png
---

[![logo_rally catering colour-1](https://rally.app8solutions.com/hs-fs/hubfs/logo_rally%20catering%20colour-1.png?width=4000&height=2240&name=logo_rally%20catering%20colour-1.png "logo_rally catering colour-1")](https://www.rallycatering.com)

![RTG podcast - Jeremy and Elias](https://rally.app8solutions.com/hubfs/RTG%20podcast%20-%20Jeremy%20and%20Elias.png "RTG podcast - Jeremy and Elias")

### Elias Hage joins The Restaurant Technology Guys podcast with Jeremy Julian to discuss what catering operators need to rethink about digital ordering and revenue growth.

#### Download the Catering Inquiries Workbook inspired by the conversation.

Resource Download

![1-Mar-03-2026-03-42-11-9988-PM](https://rally.app8solutions.com/hubfs/1-Mar-03-2026-03-42-11-9988-PM.png "1-Mar-03-2026-03-42-11-9988-PM")

*Instant download. Use right away.*

### If this sounds familiar…

- You respond too slow and lose the business. Corporate admins send requests to multiple caterers, and the first one to reply with a clear answer wins the job.
- Your quoting process takes forever. When every quote is custom, your team gets stuck managing back-and-forth admin work instead of actually selling
- Your leads are leaking across channels. Inquiries are scattered across email, phone, and DMs, meaning nobody owns the next step and opportunities slip through the cracks

**You’re not doing anything wrong.**  
*Catering is full of edge cases, and standard restaurant systems weren't built with that reality in mind.*

*That’s exactly why this workbook exists.*

## Who this guide is for

![Heading](https://rally.app8solutions.com/hs-fs/hubfs/Heading.png?width=140&height=140&name=Heading.png "Heading")

# Restaurant operators offering catering or looking to start

![Chef hat and plate](https://rally.app8solutions.com/hs-fs/hubfs/Chef%20hat%20and%20plate.png?width=140&height=140&name=Chef%20hat%20and%20plate.png "Chef hat and plate")

# Corporate caterers

![Catering icon white](https://rally.app8solutions.com/hs-fs/hubfs/Catering%20icon%20white.png?width=140&height=140&name=Catering%20icon%20white.png "Catering icon white")

# Private event caterers

![2-Mar-03-2026-03-42-11-5850-PM](https://rally.app8solutions.com/hs-fs/hubfs/2-Mar-03-2026-03-42-11-5850-PM.png?width=1200&height=1200&name=2-Mar-03-2026-03-42-11-5850-PM.png)

## What you’ll get:

- **The 5-10 question intake:** The exact qualification rubric you need to pull the right details upfront and stop back-and-forth emails.
- **The bookable framework:** How to replace the slow "call for a quote" model with packages, headcount bands, and clear rules so buyers can self-serve.
- **The instant auto-reply checklist:** The four exact things you must send the moment an inquiry lands so corporate admins don't assume you aren't interested.
- **The "Start This Week" action plan:** A step-by-step checklist to audit your catering page, set up your intake form, and lock in your auto-replies in the next 7 days.

[Get the workbook](https://rally.app8solutions.com/the-catering-inquiries-workbook?hsLang=en)

## Why we created this workbook

We created this workbook because catering teams were spending too much time chasing missing details, digging through emails, and trying to turn “Can you do lunch for 25?” into something they could actually quote.

Most catering “best practices” don’t help when inquiries are coming in from 5 places and you’re already in the middle of prep and deliveries.

This workbook gives operators a practical starting point they can put to work right away - clearer intake, faster follow-up, and a simple path to more repeat orders.

[![logo_rally catering colour-1](https://rally.app8solutions.com/hs-fs/hubfs/logo_rally%20catering%20colour-1.png?width=4000&height=2240&name=logo_rally%20catering%20colour-1.png "logo_rally catering colour-1")](https://www.rallycatering.com)

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