Wake and Late
Catering CRM
Customer Correspondence — Every Email That Goes Out
Hi {First Name},
Just wanted to personally say thank you — really appreciate you choosing us to feed your team today.
If anything felt off at all, just reply to this email and we'll make it right. That's always our commitment.
Looking forward to the next one.
Hi {First Name},
Quick check-in — on a scale of 1–5, how'd everything go? Is there one thing we could have done even better?
Also — any team meetings, client visits, or events on the calendar in the next 30 days? If yes, we'd love to get back on your calendar.
Hi {First Name},
If you'd like food to be one less thing on your plate, we can set up a standing arrangement — you just let us know the date and headcount each time and we take care of the rest.
A lot of our accounts keep it simple: they reach out when something's coming up and we handle it. Happy to do the same for {Company}.
Hi {First Name},
Thinking of you — anything coming up this month? Team meetings, a client visit, or any moments worth celebrating?
Just reply with the date and headcount and we'll handle the rest.
No post-order email ever sends automatically. Each one appears in the Daily Digest with action buttons. If the customer reorders before a step fires, the old sequence auto-closes and a fresh Day 1 starts for the new order.
Hi {First Name},
We're Wake & Late — a local LA catering company that works with law firms, finance offices, and production companies across DTLA, Hollywood, and Pasadena.
We were hoping to introduce ourselves to {Company}. We specialize in fresh, high-quality food for team lunches and events — quick to set up and reliable every time.
Would you be open to a quick call or getting our menu?
Hi {First Name},
Just following up on our note from earlier this week — wanted to make sure it didn't get buried.
We'd love to earn {Company}'s catering business. Happy to send a sample menu or answer any questions.
Hi {First Name},
One more note in case timing wasn't right — if catering ever comes up for {Company}, we'd love to be your first call. We're local, reliable, and the food is worth trying.
No pressure at all, just keeping the door open.
Hi {First Name},
Last follow-up — if now isn't the right time, totally understood. We'll check back in a few months.
But if you ever need catering for a meeting, event, or regular team lunch, we're always here.
Hi {First Name},
We wanted to share an update on your Wake & Late loyalty rewards — as a thank you for your continued support of {Company}.
As a Friend, you get free delivery on every order. You're $7,150 away from Family status — which unlocks waived service fees on top of free delivery.
You earn 5% back in points on every order, and your Wake Cash can be applied anytime — just mention it when you reach out and we'll take care of the rest.
We truly appreciate your business and look forward to feeding your team again soon.
Hi {First Name},
Just a quick update — your Wake & Late loyalty rewards have been building up and we wanted to make sure you knew where things stand.
Here's what your current tier gets you:
Friend Perks: Free delivery on every order + 5% back in loyalty points on all spending.
You're $5,680 away from Family status — which unlocks waived service fees (including delivery) plus priority scheduling.
Your $632 in Wake Cash is ready to use — just mention it when you place your next order and we'll apply it automatically.
Thanks for being part of the Wake & Late family. Looking forward to feeding your team again soon.
Each account receives their own personalized email with their specific points balance, Wake Cash, tier status, and distance to the next tier. Numbers are pulled live from the CRM at send time.
Daily command center. Every morning, the CRM compiles everything that needs attention into a single email:
Each customer-facing email from an active sequence appears here with one-click Send, Skip, or Mark Replied buttons. Nothing goes out without a click.
Sequences where an email was sent but the customer hasn't responded yet.
When a customer reorders mid-sequence, the old one auto-closes and a new Day 1 Thank You is queued. These are flagged here.
Top 5 uncontacted prospects ranked by category score. One-click to start an outreach sequence.
Daily reminder to check the Toast Catering & Events tab for any orders that came through outside the CRM pipeline.
End-of-week performance snapshot covering all locations:
Every Monday morning, the CRM automatically searches Google Maps near all 4 Wake & Late locations for new potential catering clients:
Includes total revenue, this month's revenue, and top 5 accounts by lifetime value for context while prospecting.
When a catering or events order is placed through Toast POS that meets the trigger criteria, an immediate alert is sent:
This catches catering orders that come in through Toast rather than the CRM pipeline — making sure nothing slips through the cracks.
When new orders arrive from ezCater, the CRM auto-parses the email, extracts order details, and imports them into Supabase:
This is how ezCater orders enter the CRM pipeline and automatically kick off the Post-Order Sequence for follow-up.
When a new version of the team Homebase site is deployed (schedules, menus, procedures), every team member gets a notification: