★ Module M1 · Phase 1 · The Catering Pipeline · El Concierge

Five inbound channels. One pipeline. Every catering inquiry quoted by close of business.

Josh never misses an ezCater lead because it landed in the wrong inbox. Jesse never finds out about a 60-person order with 24 hours' notice. Instagram DMs don't die on Saturday morning. El Concierge ingests every channel, qualifies against the rules you set, drafts a quote with real pricing, and routes for approval based on dollar value — Josh under $2,500, Jesse over.

Step 01
Channel intake — where catering inquiries come from
El Concierge listens on every channel below. Toggle off if a channel goes dark. Volume is rolling 7-day count.
5 of 5 connected
Showing the 5 channels Josh + Jesse already use. Adding a sixth (TikTok DMs, partner referrals) takes one click once we connect the source.
ezCater Caterer API
Last ingest 14 min ago · OAuth healthy · 3 open orders in queue
14
7-day inquiries
Connected
roxannestaqueria.com — inquiry form
Last ingest 38 min ago · Formspree webhook · /catering page · auto-CAPTCHA
7
7-day inquiries
Connected
Instagram DMs · @roxannestaqueria
Last ingest 6 min ago · Meta Graph API · keyword filter: cater, party, large order, event
5
7-day inquiries
Connected
Catering phone line · (781) 344-2200 ext. 2
Last ingest 1 hr ago · Twilio · transcribed by El Mesero, handed off when keyword "catering" detected
2
7-day inquiries
Connected
josh@sknnychef.com · catering inbox
Last ingest 22 min ago · Gmail API · label "Catering Inquiry" auto-applied · forwards from staff inbox
0
7-day inquiries
Connected
Step 02
Quote template builder — what El Concierge can sell
Active items get quoted. Paused items stay on the menu but won't auto-quote (useful for seasonal pulls or 86'd proteins).
13 active · 1 paused
Buffet — service-style trays
Per-person band: $16 – $22 · 2 proteins · rice + beans + tortillas + salsas
Active
Birria buffet
Slow-braised beef · consommé on the side · pickled onion · cilantro · 2 salsas · corn tortillas
$22
per person
Active
Carnitas buffet
Slow-roasted pork · rice · refried beans · onion + cilantro · 3 salsas · corn tortillas
$18
per person
Active
Pollo asado buffet
Citrus-marinated chicken thigh · rice · black beans · 3 salsas · corn + flour tortillas
$16
per person
Active
Verduras buffet (vegetarian)
Calabacita · poblano rajas · black beans · rice · roasted nopales · 3 salsas
$16
per person
Active
Build-your-own taco bar
Per-person band: $14 – $20 · pick 3 proteins · 4 toppings · 3 salsas
Active
Carnitas
Add-on protein · 1/3 lb portion per person assumed
$18
per person
Active
Carne asada
Add-on protein · skirt steak · 1/3 lb per person
$20
per person
Active
Pollo al pastor
Add-on protein · achiote-marinated chicken · 1/3 lb per person
$16
per person
Active
Verduras (rajas + calabacita)
Add-on vegetarian option · charred poblano + zucchini
$14
per person
Active
Family pack — pick up + go
Flat price · feeds 4 – 6 · no service required · 24-hr lead time
Active
Family pack — burritos
4 burritos (pick proteins) · rice + beans side · chips + 2 salsas
$58
per pack
Active
Family pack — taco kit
2 proteins · 18 tortillas · onion + cilantro · 3 salsas · rice + beans
$68
per pack
Active
Family pack — birria kit
2 lb birria · consommé · 18 tortillas · pickled onion · cilantro · 2 salsas
$82
per pack
Active
Boxed lunches — office orders
Per-person band: $15 – $18 · individually wrapped · labels · 12+ minimum
Active
Burrito box
1 burrito · chips · salsa · cookie · napkin + utensil set
$15
per box
Active
Taco trio box
3 tacos · cilantro rice · chips · salsa
$17
per box
Active
Ensalada bowl
Salad base · pick protein · cotija · pepitas · cilantro-lime dressing
$16
per box
Active
Quesadilla box
Paused — Jesse off-menu'd this 2 weeks ago for prep time. Keep in queue.
$16
per box
Paused
Below this, El Concierge politely redirects to family packs or pickup orders.
Step 03
Auto-qualification rules — what gets a quote vs. politely declined
Inquiry hits a rule below, El Concierge either declines with reason or routes for human review.
5 rules live
Minimum headcount
Below this, redirect to family packs (no headcount min) or pickup orders.
Blackout dates — kitchen will not accept catering
Tied to Toast staffing calendar. Add ad-hoc dates anytime.
Delivery radius from Stoughton kitchen
15-mile default. Over radius → decline with "outside delivery zone, pickup available."
Advance notice required
48 hr for parties under 40. 72 hr for 40+. Auto-decline if violated, with apology.
Deposit required threshold
50% deposit auto-requested on quotes above this amount. Stripe payment link in confirmation email.
Step 04
Pricing + delivery rules
El Concierge applies these to every drafted quote. Edit a band → all open inquiries re-quote on next refresh.
Last tuned 5 days ago
Per-person price band
Buffets, taco bars, boxed lunches. Headcount adjusts band; small parties land at top of band.
$14 – $22
per person
Delivery — within 5 miles
Free. Roxanne's owns this radius — Stoughton + immediate.
$0
included
Delivery — 5 to 10 miles
Flat fee. Covers driver + thermal bags + setup if requested.
$35
flat
Delivery — 10 to 15 miles
Outer radius. Premium fee, still cheaper than ezCater's third-party.
$65
flat
Service fee / gratuity
Auto-applied to buffets + taco bars (kitchen + setup labor). Boxed lunches exempt.
18%
auto
Tax
MA meals tax 6.25% + Stoughton local 0.75%. Computed on subtotal before gratuity.
7.0%
line item
Deposit on quotes $1,000+
50% of total. Stripe link in quote email. Balance due day-of via Stripe or check.
50%
Stripe
Step 05
Approval workflow — who signs off before the quote goes out
Dollar value gates. El Concierge drafts every quote; humans approve based on stakes.
3 tiers active
< $750
Auto-send — no human review
Family packs, boxed-lunch orders under 50 people, small office drops. El Concierge sends quote + Stripe deposit link within 15 minutes of inquiry.
El Concierge → Auto-send
$750 – $2,500
Josh approves — owner sign-off
Mid-size office parties + community events. Josh gets the drafted quote via SMS + dashboard. One-tap approve, one-tap edit, one-tap decline-with-reason. SLA: respond within 2 business hours.
Drafted → Josh review
> $2,500
Jesse approves — kitchen capacity sign-off
Large parties + multi-protein buffets. Jesse confirms the line can produce without breaking weekday service. Drafted quote + estimated prep-hour load shown in approval card.
Drafted → Jesse review
Live preview
Test a sample inquiry
Paste in something a real lead would send. See what El Concierge drafts back, line items and all.
Inquiry text
El Concierge · drafted quote (English detected)
"Thanks for reaching out — June 15 is open on the kitchen calendar and your office is inside our free delivery zone. Here's a quote for 45 people on a carnitas buffet, which lands right at your budget:"
Carnitas buffet · 45 people × $18$810.00
Delivery · within 5 mi$0.00
Service + gratuity · 18%$145.80
MA meals tax · 7.0%$66.91
Total$1,022.71
"Deposit of $511 holds the date — Stripe link below. Balance day-of. Want to add agua fresca ($3/person) or churros ($4/person)? Reply to confirm and I'll lock it in."
Matched rule Phase 1 office
Routing Awaiting Josh approval
Lead value $1,022.71
SLA 2 business hrs
Tip
Run the edge cases: 6-person inquiry (auto-decline + family pack redirect), 80-person inquiry on a blackout date, Spanish-language inquiry from IG DMs. Each tested response trains El Concierge to draft sharper next time.
Pipeline funnel — this month
From first inbound touch to fulfilled order. May, month-to-date.
Inquiries received
28
Auto-qualified
24
Quoted
19
Confirmed + deposit
12
Fulfilled
8
Pipeline value in flight: $14,860
Top missed reasons
Why 10 inquiries didn't convert last 30 days. Tune the rules above to address.
Past blackout date — Mother's Day weekend 4
Below 15-headcount minimum 3
Outside 15-mi delivery radius 2
Date conflict with Jesse off-shift 1
All changes auto-saved · 21 rules live across 5 channels