1) Initial contact/inquiry
  • phone call to obtain general information
  • name, address, phone
  • date, location and time frame of event
  • approximate number of guests
  • occasion for event
  • any special requests
  • review options
  • mail information
  • any follow-up calls or correspondence
  • schedule meeting with client

    2) Client meeting in home

  • review and select menu
  • food concerns, special needs
  • table settings
  • linens
  • china
  • flatware
  • stemware
  • decor and clean up, if desired
  • package pricing and items included
  • other desired services as needed

    3) Complete home-event checklist

  • work area
  • equipment availability
  • table & chairs
  • affect of weather, if any
  • digital photos for reference in planning
  • review & make final notes before leaving
  • discuss information on policies

    4) Follow up / Contract

  • rough draft of menu
  • rentals if needed
  • present catering agreement for confirmation
    of event and deposit
  • correspondence and/or phone calls between meetings as needed
  • coordinate rentals if needed
  • confirm special orders with purveyors

    5) Just prior to event

  • review last minute details with client
  • refine menu
  • revise shopping list
  • construct detailed, approximate timing of
    event, allowing for contingencies
  • pick up special orders from purveyors
  • purchase all basic ingredients
  • initial prep of sauces, marinades, dressings
  • purchase any delicate or previously
    unavailable items

    6) Day of event
  • pick up any last minute items
  • confirm all deliveries
  • arrive and begin creating/assembling a romantic evening
  • discreetly depart!

    7) Return to client home at mutually convenient time the following day

  • collect any remaining items
  • present final billing
  • request a testimonial and referral
  • collect balance owing
  • sincerely thank you for placing your trust in
    me and the pleasure of working with you!

    8) Shortly after the event

  • send follow up correspondence with any
    photos of event