Restaurant Prospect Intake — Rivercrypt Tech Consulting

AI settings

Anthropic API key (stored in memory only, never transmitted elsewhere)

Paste your key from console.anthropic.com 2192 API Keys

Prospect info

Restaurant name

Owner name

Email

Phone

Type / concept

Meeting date

Discovery notes

1 Where does non-customer time go?

2 How do they find out when things go wrong?

3 How do they track what's selling?

4 Scheduling process

5 Admin time per week — ordering, invoicing, vendors

6 Do they know their most profitable days/times?

7 What keeps them up at night?

8 How do they handle customer feedback?

9 If one thing could run itself, what would it be?

10 Past tools they've tried — what happened?

Pain areas flagged

Scheduling Inventory / ordering Sales reporting Labor / payroll Reviews / feedback Vendor management Marketing / comms Demand forecasting Menu / pricing analysis General ops chaos

Prospect qualifier

Tech openness

Pain urgency

Budget signal

Decision maker in the room?

Yes, owner Partial — shared No — need to loop in

Qualification result

Fill in the qualifier above

Tech openness, pain urgency, and budget will determine the recommended next step.

Fit score: —

Send to CRM

Submit prospect to Zapier Tables

Sends all fields, scores, and notes to your Prospect Pipeline table via Zapier.