Marketing Checklist

• Week of

  Date

Admin

• Be the catalyst for excitement to create atmosphere of fun and warmth

  Yes

  No

  N/A

• Review material in your communication box.

  Yes

  No

  N/A

• Is marketing calendar up to date and being executed?

  Yes

  No

  N/A

• Based on marketing plan, are we on track and executing with excellence?

  Yes

  No

  N/A

• Create weekly calendar (promotions, suggestive selling items) for FOH setup board

  Yes

  No

  N/A

• Ensure you have all tools, equipment, and supplies necessary to be successful and efficient

  Yes

  No

  N/A

• Monitor current sales % trend (+/-) ______ Customer count % (+/-) _____

  Yes

  No

  N/A

• Review any CARES cards. _____ Respond to each of them appropriately

  Yes

  No

  N/A

• Review and CARES calls or emails and respond appropriately in a timely manner

  Yes

  No

  N/A

• Monthly - Review the Create magazine and Marketing FB page for ideas.

  Yes

  No

  N/A

• Meet with Todd and Executive Director to plan and request Marketing events/supplies

  Yes

  No

  N/A

• Invest in team

  Yes

  No

  N/A

Dining Room

• From a guests perspective critique the dining room. What needs to be addressed? Communicate it to the Hospitality director and Director of Operations.

  Yes

  No

  N/A

• Is the display area on the counter neat, clean and organized?

  Yes

  No

  N/A

• Are we stocked adequately on catering menus & nutrition guides?

  Yes

  No

  N/A

• Are the flowers fresh and watered?

  Yes

  No

  N/A

Signage

• Is the marketing bulletin board in dining room current with all promos?

  Yes

  No

  N/A

• Is the team marketing bulletin board updated and all promos current?

  Yes

  No

  N/A

• Verify all menu boards are properly lit. Inside/Outside?

  Yes

  No

  N/A

• Verify all current POP is up, accurate and in good repair and table tents clean

  Yes

  No

  N/A

• Does each register have POP on it and a sign on reverse that coaches cashier?

  Yes

  No

  N/A

• Is the marquee current? _____Both sides? ______

  Yes

  No

  N/A

2MS

• Schedule weekly “surprise and delights". (Day/time)

  Yes

  No

  N/A

• Are all Directors and Supervisors trained on how to do a back stage tour?<br>How many backstage tours did we do this week? Are Lanyards available?

  Yes

  No

  N/A

• How many backstage tours did we do this week? Are Lanyards available?

  Yes

  No

  N/A

Sales Building

• Determine the business of the week, call them and deliver trays.

  Yes

  No

  N/A

• Distribute 50 BOGs or digital cards or PALs in the community per week to different areas.

  Yes

  No

  N/A

• Be involved in community group meeting

  Yes

  No

  N/A

• Have at least 1 sampling day per week minimum. What item is being sampled? When?

  Yes

  No

  N/A

• Focus item for suggestive selling this week and communicate to team.

  Yes

  No

  N/A

• Review the transaction report, how is trend?<br>

  Yes

  No

  N/A

• Review the current check average, develop strategy to grow ____<br>

  Yes

  No

  N/A

• Are promotions profitable?

  Yes

  No

  N/A

• Train new cashiers on suggestive selling

  Yes

  No

  N/A

• Discuss upcoming market activities at Board Meeting to discuss results and determine goals<br>

  Yes

  No

  N/A

• What is focus for next month to grow sales?

  Yes

  No

  N/A

• Order any new PALs for upcoming events and/or holidays or special observances

  Yes

  No

  N/A

Social Media

• Update the Facebook page? Please try for 1 daily updates.

  Yes

  No

  N/A

• Are we utilizing Text and Twitter to compliment Facebook and Calendar?

  Yes

  No

  N/A

Events

• Is the activity for Kid’s Night organized &ready to execute? What is activity this week?

  Yes

  No

  N/A

• When is Cow Scheduled? Did we do it?

  Yes

  No

  N/A

• Is the activity for Kid’s Night organized & ready to execute? What is activity this week?

  Yes

  No

  N/A

• Ensure the Cow costumes are clean and in good repair.

  Yes

  No

  N/A

Catering / Outside Sales

• Review weekly outside sales to determine delivery needs, coordinate with shift supervisor

  Yes

  No

  N/A

• Ensure all TMS are accounted for at all times, retrieve as necessary.

  Yes

  No

  N/A

• Review outside sales report, where are opportunities?

  Yes

  No

  N/A

• Call all outside sales from last year to look for opportunities to repeat orders

  Yes

  No

  N/A

• Contact local schools to stay connected to their needs and relationships

  Yes

  No

  N/A