Helping Unite Businesses CRM

Restaurant outreach pipeline for the sales team.

Your sales playbook

Swipe through the steps for working a lead.

Step 1

Know who you're selling to

These are independent restaurants, bars, cafes, and caterers running on Popmenu templates. They are already paying for a website and online ordering, but they are stuck sharing the same layout with hundreds of other venues.

Do this

Look at their current site. Note how many locations they have, what ordering flow they use, and where the template feels limiting.

Step 2

Know what you're selling

Helping Unite Businesses OS replaces the template with a custom-built site and operating system — online ordering, curbside, reservations, catering, wholesale delivery, and back-office connections — for less than they pay now.

Do this

Lead with value: same (or lower) monthly spend, no shared template, and tools that actually connect the whole business.

Step 3

Start the conversation

Use the AI-generated opener as a starting point, but make it yours. Reference something specific about their menu, location, or current setup so it does not feel mass-emailed.

Do this

Keep the first touch short: who you are, why you reached out, and one clear question about their current platform.

Step 4

Find the pain points

Ask what they pay per month, how many locations they manage, and where the current platform slows them down. Multi-location restaurants feel per-location fees especially hard.

Do this

Listen for cost, lack of customization, missing features, and headaches with separate tools. Then tie each pain back to HUB OS.

Step 5

Show the platform

Demo the parts that match their pain. If they care about SEO, show the custom site and menu content. If they care about operations, show ordering, curbside, reservations, and catering in one place.

Do this

Book the demo before you send a proposal. A live walkthrough converts far better than a PDF.

Step 6

Move to close

Send a simple proposal with clear next steps: pricing, onboarding timeline, and what you need from them to get started. Then follow up until you get a yes or a no.

Do this

Update the lead status after every touch. Won or Lost is fine — a stale maybe is not.