Hospitality Industry Questionnaire Form

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1. Venue Snapshot:

Enter your name*

Your Role In The Business*

Contact Email*

Contact Phone*

Business Name*

Business Website URL (use 'www.mywebsite.com' format)*

Business Type (ie Bar, Bar/Restaurant, Winery, Whiskey Bar)*

What does the business offer (ie Food, Wine Catalog, Whiskey/Bourbon/Scotch Catalog, Beer Selection etc)

Concept / Vibe

Seats / Capacity (approx)

Average Check (if shared)

Top 3 Business Goals

Biggest Current Pains

Pain Level*

2. Tools, Systems & Costs:

Point of Sale System: (name, cost, likes/dislikes)

Pain Level*

Reservation Software: (name, cost, likes/dislikes)

Pain Level*

Social Media Marketing/Posting: (how do you handle social media marketing? Including cost, likes/dislikes)

Pain Level*

Events/Calendar Software: (name, cost, likes/dislikes)

Pain Level*

Loyalty/CRM: (name, cost, likes/dislikes)

Pain Level*

Other Tools

Pain Level*

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3. Sales, Inventory & Pours:

POS System & Reports Used

Pain Level*

Frequency of Review: (how often do you review reports, sales etc)

Pain Level*

Data You Wish You Had

Pain Level*

Inventory Method (software/spreadsheet/manual)

Pain Level*

How You Identify Top Sellers / Slow Movers

Pain Level*

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4. Email Marketing & Automation:

Email Platform Name

Approx List Size / Package Tier

Pricing / Month

How Emails Are Collected

How Emails Are Created/Designed

Types of Emails (ie Welcome, Newsletter, Promo, Events ..) & How Often (ie Daily, Weekly, Monthly..)

Biggest Frustrations

Email Marketing Pain Level*

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5. Social & Marketing Studio:

Primary Social Platforms

Tools Used (Canva, Later, etc.)

Posting Frequency

Post Design Challenges (ideas, captions, etc.)

How do you capture analytics? What tools do you use? How do you use this data?

Social Media Marketing Pain Level*

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6. Events & Calendar

Event Types

Current Planning Tools

RSVP/Ticket Process

Data Tracked (attendance, revenue, bottles moved)

Biggest Event Pain Points

Events & Calendar Pain Level*

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7. Loyalty & Guest Experience

Existing Loyalty / Passport Program

What Guests Love / What's Broken

How You Track Regulars Now

Rewards That Resonate

Dream Loyalty Program (Must-Haves)

Loyalty & Guest Experience Pain Level*

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8. Staff Knowledge & Training

How Staff Are Trained Now (Wine/Spirits Knowledge, Food Menu, Wine/Food Pairings)

Materials/Tools Used

Pain Points (ramp-up, consistency, upsell)

Staff Training Pain Level*

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9. Menus, QR & Table/Seat Flows

Current Menu Format (print, digital, etc)

Tools Behind Digital Menus (if any)

Where QR Codes Are Used Now

Likes/Dislikes About Current Setup

Menus, QR & Table/Seat Flows Pain Level*

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10. Analytics, ROI & Future Vision

Top 5 Weekly Metrics You'd Love To Have

Biggest Blind Spots Today

Estimated Total Monthly Software Spend & Perceived ROI

Tools You're Frustrated With / Might Replace

Onboarding Preference (DIY / Done-for-you / Hybrid)

You're Ideal Vision

Analytics, ROI & Future Vision Pain Level*

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Thank you for completing this questionnaire!

We are grateful for your industry insights and sharing your pain points.

This information will help shape a product that will help in every area of your business.

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