SOP 001 — Client Intake · Crafting Growth OS

Intake Sections

Business Identity

Family Legacy

Operations

Staff & Roles

Menu & Food

Marketing & Brand

Website & Digital

Social Media

Reviews & Reputation

Customer Demographics

Competitors

Events & Private Dining

Pain Points

Growth Opportunities

Analytics Access

Overall progress

9 of 15 complete

Section 3 of 15

Current Operations Intake

Document existing daily workflows, checklists, and operational processes.

In Progress

Are there any formal written SOPs currently in use?

Yes — some exist Partial / Informal only No — nothing formal

Opening procedure responsibility

Closing procedure responsibility

Describe the current front-of-house workflow on a typical dinner service

Where do recurring mistakes happen most often?

What processes cause the most management stress?

Are there written checklists for opening/closing?

Current vendor ordering process

How are customer complaints currently handled?

Document & Asset Upload Checklist

Upload existing materials or mark as unavailable.

Logo Files Uploaded

PNG, SVG, AI formats

Current Menu Uploaded

PDF or image format

Historical Photos Pending

Old photos, clippings

Employee Handbook N/A

Does not exist yet

Google Analytics Access Granted

GA4 view access

Add asset

The Churchville Inn — Intake Form

Current Operations Intake

Document & Asset Upload Checklist

Growth OS Assistant