Full-service · Fast Casual · Cafe · Bar · Food Truck

Restaurant & Food Service Self-Audit

Walk through your own operation honestly. This audit finds where manual processes are costing you time and margin — and tells you exactly what to fix.

20–25 minutes · 7 sections · Scored findings with action steps
What this audit covers
  • Ordering, Delivery & Margin
  • Staff, HR & Compliance
  • Food Cost & Inventory
  • Building & Compliance Documents
  • Marketing & Customer Retention
  • Business Continuity
What you get
  • On-screen score the moment you submit
  • Gaps ranked by priority and revenue impact
  • Specific action steps you can implement yourself
  • Tool and platform recommendations with context
  • Full report emailed within 72 hours
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Restaurant & Food Service

How Well Is Your Restaurant Actually Running?

Walk through your own systems honestly. This audit finds where manual processes are costing you time and money, and where automation could fix it without replacing what you've already built.

⏱ 20-25 minutes📋 7 sections✓ Detailed results with specific recommendations
Your Operation
Section 1 of 7
What type of restaurant or food service business do you operate?
Full-service sit-down restaurant
Fast casual / counter service
Cafe / coffee shop / bakery
Food truck / pop-up
Bar / brewery / cocktail lounge
Other food service
How many employees do you have (including part-time)?
Under 10
10 to 20
21 to 40
More than 40
Ordering, Delivery & Margin
Section 2 of 7
When a customer wants to order from you online, what are their options? Key indicator
Direct ordering on our own website or app -- we own the customer relationship Best
Both direct ordering and third-party platforms Good
Third-party only (DoorDash / Uber Eats / Grubhub) -- we pay commission on every order Gap
We do not offer online ordering
Have you calculated your actual net per delivery order after all fees, packaging, and related labor? Most operators haven't
Yes -- I have done the math and know the real number for each platform Good
I know the commission rate but have not factored in packaging and labor Partial
I have never specifically calculated it Gap
Not applicable -- we are not on delivery platforms
For restaurant reservations -- how are they managed and what is your no-show situation?
Online reservations with automated reminders and a credit card hold policy Best Practice
Online reservations but no automated reminders configured Partial
Phone-only reservations -- manual confirmation calls Gap
Walk-in only -- we do not take reservations
Staff, HR & Compliance
Section 3 of 7
When a new employee is hired, how does the paperwork process work? I-9 due within 3 business days
Digital packet sent before day one -- I-9, W-4, and all forms completed electronically with timestamps Best Practice
Some digital, some paper -- depends on who is doing the onboarding Inconsistent
Paper forms filled out on day one or when we get around to it High Gap
Florida SB 1718 -- E-Verify: if you have 25 or more employees, is E-Verify being run for every new hire within 3 business days? FL SB 1718
Yes -- E-Verify is run for every new hire within 3 days and results are retained Compliant
We have fewer than 25 employees -- not currently required, but I track headcount in case we cross the threshold Monitor
We have 25+ employees and E-Verify is not consistently being run High Gap
I am not sure of our status or headcount relative to the 25-employee threshold Gap
How do you track the Florida food manager (CFPM) certification for your managers? FL REQUIRED
Tracked in a system with automatic 90-day renewal alerts and a task that fires when a manager is hired or exits Best Practice
Manually tracked -- I check expiration dates periodically Risky
The certificate is on the wall -- I do not actively track the expiration or the 30-day hire window Gap
I am not sure of the current status High Gap
For alcohol-serving staff -- how many have Responsible Vendor Act training documentation on file? FL -- 30-day hire window
All alcohol-serving staff -- training documented within 30 days of hire for every one of them Compliant
Some have it -- not consistently tracked or applied to every hire Incomplete
Not tracked -- we do not have documentation on file for this Liability Gap
We do not serve alcohol
Food Cost & Inventory
Section 4 of 7
What was your food cost percentage last week? The foundational metric
I know the exact number -- we track food cost percentage weekly Good
I know it roughly -- we look at it monthly Slow Signal
A rough estimate -- I know about what we spend on food but not the exact percentage Gap
I do not know this number High Gap
How is inventory currently managed?
Inventory software (MarketMan / xtraCHEF / similar) connected to our POS -- depletion tracked automatically Good
Inventory software but no POS connection -- counts entered manually Partial
Spreadsheet or paper -- counted by hand weekly Gap
No formal inventory system -- ordering by feel and observation High Gap
Building & Compliance Documents
Section 5 of 7
If a DBPR inspector asked for your grease trap service manifests from the last 12 months right now -- how long would it take to produce them? FL INSPECTION
Under 2 minutes -- they are filed and accessible in a specific location Ready
A few minutes -- I would have to search for them but could find them Findable
A while -- they are somewhere but I am not sure exactly where Gap
I do not have these or am not sure what a grease trap manifest is High Gap
How is your building maintenance tracked -- hood cleaning, fire suppression inspections, grease trap schedule, equipment service?
A maintenance calendar with vendor contacts, service schedules, and alerts -- documents filed after each service Best Practice
Some things are tracked -- others are handled reactively when something fails or is flagged Incomplete
Reactive -- we call someone when something breaks or when an inspector flags it High Gap
Marketing & Customer Retention
Section 6 of 7
Do you have an email list of past customers you could send a message to today?
Yes -- an active, regularly used list Good
The data exists in our POS or loyalty program but we have never emailed them Unused Asset
No usable past customer list exists Gap
Is the Toast Marketing module (or another automated platform) running any active campaigns?
Yes -- win-back, birthday, and/or post-visit campaigns are running automatically Good
We have Toast but the marketing module is not configured Paid Feature Unused
No automated marketing running -- we do social media manually Gap
After a visit, does any automated system ask the customer for a Google review?
Yes -- fires automatically after every visit or closed check Good
Sometimes -- we ask manually but it is not systematic Inconsistent
No -- customers find the review page on their own if they want to Gap
Business Continuity & Storm Readiness
About Your Operation When You Can't Be There
If a storm watch went up tomorrow and you had to evacuate by Thursday -- which of these would your business still have running on Friday?
Select all that apply. This matters in coastal Florida -- three named storms hit Tampa Bay in 65 days in 2024.
Automated customer emails going out on schedule (sequences, notifications, follow-ups)
New customer inquiries or leads still being captured via online form or booking system
A pre-built closure notification ready to send to my customer list in one click
All vendor and supplier contacts documented somewhere other than my personal phone
None of these -- my operation requires me to be present to keep running Gap
Is your restaurant equipment and inventory documented in a way that would support an insurance claim if you had a direct hit?
Yes -- current photos and a digital inventory log exist in cloud storage Good
Partially -- some documentation exists but it has not been updated recently Partial
No -- if the location were damaged tomorrow, the insurance claim would be based on memory High Gap
If a storm was approaching and you needed to notify customers that you would be closed Thursday and Friday -- how would you do that?
Yes -- automated email or text to the customer list, works whether or not I am at the location Good
Manual but fast -- I have a template and the list, I can send in a few minutes from anywhere Manageable
Social media post -- customers who follow us will see it Gap
No plan -- I would figure it out when it happened High Gap
About You
Section 7 of 7
Get Your Full Results
Every answer is analyzed and scored. You will see exactly where the gaps are, ranked by impact.
Automation Opportunity Score
0
out of 100 -- higher score means more untapped automation
Your Results
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