01 / Catering / 11 shops across Massachusetts and Rhode Island

How an 11-shop New England operator automated catering from inquiry to follow-up

They gave Clave their catering SOPs and guardrails, supervised the first few events, and replaced Salesforce with one automated workflow.

88 hours: saved every month
3x: automatic lead checks every day
0: human approvals for routine leads

Before Clave

Every catering request created another chain of administrative work.

A team member had to qualify the lead, choose the right package, calculate staffing fees, build the quote, send the follow-up, and keep Salesforce current. Even a standard request waited for someone to push it through each step.

The work was repetitive, but the rules mattered. Minimums, territory, package selection, staffing, tax, gratuity, and shop ownership could not be guessed.

The setup

They handed Clave the SOPs and guardrails, then watched the first few events.

The team loaded its catering playbook into Clave and checked the first few real jobs. They verified how each lead was qualified, which package was selected, what fees were applied, how the quote looked, and what the customer received.

Once the workflow consistently followed those rules, Clave took over the routine path. Salesforce was no longer needed to move a standard catering request forward.

With Clave

Now the team only needs to know when, where, and what flavors to bring.

Clave checks for new work three times a day, qualifies each request, generates the quote, follows up with the customer, and keeps the lead history in the same workflow.

Routine catering requests no longer need human approval. The team only steps in when information is missing, conflicting, or outside its guardrails.

The workflow

Catering leads now move themselves forward

Clave checks for new catering work three times a day, applies the SOPs, sends approved quotes and follow ups, and escalates only true exceptions.

Catering workflow

New catering request
Event date, guest count, location, and package needs
captured15 min
Apply SOPs and guardrails
Minimums, territory, package, staffing, tax, and gratuity
automatic20 min
Generate the quote
Correct package, pricing, fees, date, and shop
automatic25 min
Follow up and track status
Customer communication and lead history stay in Clave
automatic20 min
Escalate the exception
Only missing, conflicting, or out-of-policy details reach the team
review5 min

With Clave: Automatic / By hand: 85 min

What changed

Before Clave

Maintain every lead in Salesforce
Rebuild quote details by hand
Review every quote and email
Manually advance every request

With Clave

Clave handles intake through follow-up
SOPs select the approved path
Quotes and communication move automatically
People only handle exceptions

See it work

The same workflow, recorded inside Clave.

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