Overview

Yes, Chef - our AI tool - lets you find prospects on a map and generate proposals with a few clicks. If you don't see the Prospect tab in your Portal, don't worry. We're still in a pilot phase and will soon release it to more users. 

Follow these steps to find prospects and generate a proposal

Find prospects and customers

1. Select Prospects from the navigation menu.

2. Move the map to see different restaurants in the specific area. 

• Use the toggle to view prospects, existing customers, or all in the map.
• Use the search bar to look for a specific restaurant or address.

3. Click View Details to see more information about that location.

5. Click Generate Proposal to start a new proposal. 

Review and share proposals

1. Click Generate Proposal. Yes, Chef will scan the order history of similar restaurants to generate a tailored proposal. 

2. Review the restaurant information at the top, which gives you an overview of the food type and similar restaurants in your business book.

3. Review and make changes to the top catalog recommendations.

• Click Add New item to search your catalog and add a new item to the proposal.
• Click View Info to see more information about that product.
• Remove a product from your proposal by clicking on the Checkmark Box. 
• Give feedback on the product recommendation by clicking the Thumbs Up/Down. Yes, Chef uses this feedback to refine future proposals. 

4. Click Share Proposal to get a customer-ready version of this proposal. 

• Download the PPT.
• Share the digital version by using the QR code or the link provided. 

5. Leave the page, or click Back. The proposal will be automatically saved.

Access previous proposals

1. From the navigation menu, select Prospects, then View Generated Proposals.

Result

You'll see a list with all proposals, with:

• Customer name.
• Status. If a proposal is ready for your review, the status will be Completed.
• When was created and last modified.

 

2. Click View Proposal to open an existing proposal.