P
PLATEPREP
Sales team only

Sales Materials

The Pocket Card. The Handbook. The Strategy.
Three documents. One password.

Pocket Card · 3 pages Handbook · 10 pages Strategy · 16 pages
Internal · Co-Founder & sales team use only
P
PLATEPREP · Sales Materials
Brand-matched · Print double-sided on card stock
Confidential · Internal use only
Buddy + Jen + MyOutDesk leadership only. Do not distribute externally.
Aruba Field Kit · Stage 2 in Action
June 26 – July 1, 2026 · Buddy + Ava's exploratory market walk. The live artifacts produced before, during, and after the trip.
RESULTS TO DATE
21
personalized outreach
25%
reply rate (8–10x industry)
2
meetings booked
8
active conversations
The Field Kit
01 · PROSPECT LIST
Aruba 50 Hit List
50 restaurants ranked Top 10 / Next 20 / Final 20. Phone, owner, vibe score, and pitch angle for each.
02 · LIVE CALL LIST
Aruba Phone Directory
Sorted by tier and best-call window. Includes corrected owner names, verified phones, and one-call scripts.
03 · LEAVE-BEHIND · $1.5M
Indie Operator Card
5×7 card for chef-owners. ROI of $26K/year at the $1.5M operator scale.
04 · LEAVE-BEHIND · $3M
Resort F&B Card
5×7 card for resort F&B directors. ROI of $54K/year at the $3M operator scale, with full defensible breakdown.
How We Built Aruba · The Methodology
The Aruba trip was not a vacation that happened to include sales calls. It was a fully-designed Stage 2 (Exploratory) market walk, built in six days, executed in six more. Here's the playbook — because Chad will run this for every market we enter.
STEP 1 · ICP DEFINITION
Defined the “Chateau on the Lake vibe” profile and used it to source 50 chef-driven independents + resort flagships across 7 Aruba districts.
STEP 2 · TIERED HIT LIST
Ranked Top 10 (must meet) / Next 20 (priority calls) / Final 20 (leave-behind). Geography-clustered for efficient meeting routing.
STEP 3 · CONTACT VERIFICATION
Web research + LinkedIn verification corrected 7 wrong names from the original list (Driftwood, 2 Fools, Senses, Kitchen Table, others). Verified 17 LinkedIn profiles.
STEP 4 · 21 PERSONALIZED EMAILS
One email per operator. Three voice variants (warm casual / direct peer / Chateau parallel) matched to recipient type. Drafted in-flight, sent on landing.
STEP 5 · SMS + CALL SEQUENCE
Saturday morning: SMS first, 5-min wait, then phone call. 8–10x industry pickup rate. Same-day voicemail script if no pickup.
STEP 6 · LIVE FIELD CORRECTIONS
Real-time intel handling: Uber-driver warm intro (Papiamento), passed chef (Madame Janette's), wrong-restaurant correction (Royal vs. Fred), bounced corporate emails (Marriott/Ritz/Hyatt).
STEP 7 · LINKEDIN BYPASS
When corporate emails bounced, pivoted to direct LinkedIn messages with the actual decision-maker (Ruthline at Marriott, Yvan at Hyatt, Ray + Awanish at Ritz).
STEP 8 · IN-PERSON FIELD WORK
Dinner reconnaissance at target restaurants (Ruinas del Mar, Gianni's, soon Sunset Grille). VIP rehearsal-dinner buyout at Screaming Eagle as warm-network access.
STEP 9 · SUSTAINABILITY PIVOT
Mid-trip insight: Bucuti's CarbonNeutral positioning made waste-reduction the right angle. Added a full Sustainability section to the live demo site in 4 hours.
STEP 10 · LOCAL AMBASSADOR
Identified Jeandray Ras (Head Bartender, Water’s Edge) as potential Aruba Brand Ambassador. Commission-only structure under design.
REPLICABLE
Every step above is documentable, repeatable, and assignable to Chad for the next market (Sarasota, Charleston, Hudson Valley, Nashville). This is the operating model.
Live Wins on the Ground
CONFIRMED
Elements at Bucuti & Tara — Lunch booked Tuesday June 30, 12:30 PM with Karla Sanclemente, Food & Beverage Coordinator. Cell on file: +297 594 1333.
CONFIRMED
Driftwood Restaurant — Zoom booked July 8, 11:00 AM PT with Carolina Merryweather-Raven, Assistant Managing Director. Driftwood Restaurant N.V.
IN MOTION
Papiamento — Warm Uber-driver intro to Edward Ellis (owner), WhatsApp planted Friday evening.
IN MOTION
Screaming Eagle — Sister-in-law buying out the restaurant Monday night for the wedding rehearsal dinner. Chef Erwin Husken will host us as VIP guests.
IN MOTION
Madame Janette's, Senses, 2 Fools and a Bull, Atardi, Ruinas del Mar, Water's Edge (Jeandray) — active conversations in various stages.
WHY THIS MATTERS FOR THE 100-CLIENT LAUNCH
The Aruba trip is Stage 2 (Exploratory) of the Sales Onboarding Journey — a working proof that our voice, materials, and pitch land. At 25% reply rate and 10% meeting conversion, Buddy walked into Aruba cold and walked out with a complete operating playbook for Stage 3 (Execution). Richard Villaflor ("Chad") will now run this playbook at scale across the 500-restaurant FL+NY list under MyOutDesk's Zoho + Google Voice + RingCentral infrastructure.
PlatePrep Operating Manual
The SOP that turns the Aruba playbook into a system Chad can execute. CRM strategy + sales process + escalation rules.
SECTION A
Sales Process Manual
Seven-section SOP covering voice, sequence, objections, escalation, and quotas. Draft v1 in progress.
01 · VOICE & TONE
Co-Founder language, Chateau/Top 100/Food Network signature, pronunciation guide, prices spelled out, “Have a great service” sign-off, “we” not “I.”
02 · COLD OUTREACH SEQUENCE
Day 0 email → Day 1 SMS → Day 1 call (5 min after SMS) → Day 2 voicemail → Day 7 soft follow-up → Day 14 final touch → Drop to nurture.
03 · WARM-INTRO WORKFLOW
Separate Zoho pipeline. Faster cadence, WhatsApp-first with referrer's name in opener. Auto-escalation priority to Buddy or Ava.
04 · OBJECTION LIBRARY
Verbatim scripts for: “What's it cost?” — “We're busy.” — “Send info.” — “We have R365/Toast/Adaco.” All field-tested in Aruba.
05 · ESCALATION RULES
$2M+ revenue → Buddy demos. Multi-concept group → Buddy demos. Resort F&B director → Buddy demos. Celebrity chef-owner → Ava demos. All else — Chad qualifies and books.
06 · QUOTAS
Daily: 30 calls / 30 emails / 30 SMS-or-WhatsApp. Weekly: 5 meetings booked. Monthly: 20 meetings, 6+ pilots into proposal.
07 · CRM HYGIENE
Every interaction logged within 5 minutes. Stage transitions tracked. Notes field captures verbatim operator quotes — their language drives our pitch refinement.
STATUS
v1 PDF in progress. Target delivery: Friday July 3, 2026 (Buddy's flight home from Aruba).
SECTION B
CRM Strategy · Existing PlatePrep CRM × Zoho
PlatePrep has been operating its own internally-built CRM. The Zoho integration with MyOutDesk introduces a strategic question: consolidate, integrate, or replace.
Chad's first 14 days · The discovery phase
  • Walk through the existing PlatePrep CRM in detail
  • Document data model: restaurants, contacts, deals, activities, notes
  • Identify which features are actively used vs. abandoned
  • Catalog data that lives only in PlatePrep CRM (must not be lost)
  • Identify pain points Buddy + Ava feel as daily users
Four paths forward
PATH A · MIGRATE TO ZOHO
Consolidate everything into Zoho. Single source of truth. Chad works one system.
PATH B · INTEGRATE BOTH
Keep PlatePrep CRM as system of record. Zoho handles MyOutDesk outreach workflow. Sync via API.
PATH C · KEEP PLATEPREP, REPLACE ZOHO
If existing PlatePrep CRM is more sophisticated, train Chad on it directly. Drop Zoho.
PATH D · PARALLEL FOR 30 DAYS
Both systems run side-by-side during Stage 1+2. Decide on consolidation post-Aruba debrief.
CURRENT RECOMMENDATION
Path D for the first 30 days while Chad learns both systems. Decision point Aug 1, 2026.
Tech Stack · Chad's Tools
CRM
Zoho CRM
+ PlatePrep CRM (parallel)
VOICE
Google Voice
Domestic outbound dialing
VOICE
RingCentral
Production-scale + recording
CADENCE
SMS / WhatsApp
Templated + voice notes
7-Day Rollout
MON · JUN 29
MyOutDesk onboarding call with Mark Consular + Chad. Define 90-day goals (SMART framework).
TUE · JUN 30
Elements at Bucuti lunch with Karla Sanclemente, 12:30 PM AST. Highest-stakes meeting of trip.
WED · JUL 1
CRM walkthrough — Buddy shows Chad + me the existing PlatePrep CRM (Loom or screen-share).
THU · JUL 2
Buddy + Ava travel home. Process Manual v1 draft completed.
FRI · JUL 3
Buddy reviews v1 Manual on flight home. Refinements landed by weekend.
SAT-SUN
Final Process Manual locked. Sent to Mark + Chad. Carolina/Driftwood Zoom prep.
MON · JUL 6
Chad's Day 1 · Stage 1 (Educational) begins. Studying recipes, ROI math, Founder's 50 playbook, brand voice.
WED · AUG 12
Mastermind Session with MyOutDesk · 12:00 PM ET (online). Mid-program checkpoint with Mark Consular. Review Chad's 45-day performance, refine quotas, address rollout gaps.
THE OPERATING PRINCIPLE
Chad cannot replicate Buddy's success without a written manual. Every step the Aruba trip just taught us — the voice, the sequence, the objection responses, the escalation logic — lives in the Process Manual before Day 31 (Execution) starts. Otherwise Stage 1 has nothing to teach from.
PlatePrep Sales Onboarding Journey
Three-stage path every sales rep walks: Educational → Exploratory → Execution. Mapped to our MyOutDesk partnership.
PlatePrep Sales Onboarding Journey
CURRENT ONBOARDING IN MOTION
Richard Villaflor (“Chad”) — Business Development Sales, placed via MyOutDesk. Account Executive: Mark Consular. Tech stack: Zoho CRM + Google Voice + RingCentral.

Buddy is currently completing Stage 2 — Exploratory in Aruba: walking the market, listening to chef-owners, refining pitch live. Stage 3 (Execution) begins post-trip, with Chad working the 500-restaurant prospect list under daily Zoho-tracked quotas.
BDS Study Guide · PlatePrep Product + Sales Methodology
Read this cover to cover before your test. Everything you need to book meetings and hold your own on a call. Test comes next tab.

1 · The Founder Story

Buddy Foy Jr. is Co-Founder. Owns Chateau on the Lake in Bolton Landing, NY (French fine-dining destination on Lake George, running weddings, banquets, and a la carte off one kitchen) and Chateau Anna Maria in Florida (fine dining). Was one of the pioneers of fashion e-commerce in the late 1990s — 30-year hospitality operator and tech founder in one person.

Ava Foy is Co-Founder. Buddy's daughter. Vanderbilt economics major. Runs the analytical side — pricing models, unit economics, financial forecasting.

Why we built PlatePrep. We shut down our Sarasota location because the operational tooling didn't exist to run it the way we needed to. Every operator we know loses four to six points of margin to spreadsheets, manual counts, and generic software built for chains. Restaurant365 gives you accounting. Toast gives you POS. Adaco gives you inventory counts. They all give you tools. Nobody does the work. That's what we built.

Say this on calls: "PlatePrep was built by an operator who lost a restaurant because the software didn't exist. That's what makes it different."

2 · What PlatePrep Is (In One Breath)

"PlatePrep is the AI operating system for independent restaurants. Two inputs — confirm your recipes on day one, then upload sales reports and vendor invoices. Auto-Pilot Mode runs inventory, food cost, ordering, dynamic pricing, and training in 26 languages. No humans touching spreadsheets."

Memorize this exact sentence. If a prospect asks "what is it?" — this is the answer. Don't paraphrase. Don't extend. Deliver it in one breath and stop talking.

The 3-word version: "We do the work."

3 · Auto-Pilot Mode — The Product

Auto-Pilot Mode is the core differentiator. It's what happens after Day One when the operator has confirmed their recipes.

The two inputs:

  1. Confirm your recipes. Day one only. The operator reviews and locks their recipe book — 60-200 dishes for most independents. We handle the spec, cost, allergens, and translations into 26 languages.
  2. Upload sales reports + vendor invoices. Ongoing. POS export + invoice PDFs (or photos, or emails — we parse anything).

What Auto-Pilot Mode does with those two inputs:

  • Runs live inventory (theoretical vs. actual counts, waste tracking)
  • Recalculates food cost per plate every time an invoice changes
  • Generates the Tuesday morning order guide, pre-built, one-click submit
  • Adjusts menu pricing dynamically based on food cost, demand, and margin targets
  • Publishes training videos in the cook's native language for every recipe on the menu
Say this on calls: "You confirm recipes on day one. Then you upload sales and invoices. Everything else — inventory, food cost, ordering, pricing, training — runs itself. That's Auto-Pilot Mode."

4 · The Six Modules

When a prospect asks "what's actually in it?" — walk them through these six. They're demoable at plateprepdemo.com under "Try it live."

#ModuleWhat It DoesWhere To Show It
1RecipesFull recipe book. Spec, cost, allergens, 26 languages.demo.plateprep.com/recipe
2Food CostLive margin on every menu item. Moves with the market.demo.plateprep.com/recipe/edit-recipe/145
3Order GuideTuesday morning purchase order pre-built. One-click submit.demo.plateprep.com/order-guide
4AI ChefRecipe builder. Empowers less experienced chefs.demo.plateprep.com/recipe/add-ai
5TrainingVideo catalog. 26 languages per video.demo.plateprep.com/video-generation
6Menu TemplatesOne menu, every location. Build once, deploy everywhere.devs.plateprep.com/editor-template
Rule: Never demo more than 2-3 modules on a first call. Ask what hurts most, then show that module. "Save the rest for the pilot walkthrough."

5 · Pricing + Founder's 50

Three tiers, always spelled out on calls:

TierSpokenWrittenFor
Core"two hundred and ninety-nine dollars a month"$299/moIndependents. 60-200 recipes. Single location.
Pro"four ninety-nine"$499/moMulti-concept operators. Wedding books. High SKU count.
Enterprise"nine ninety-nine"$999/moMulti-unit groups. Corporate accounts. API/integrations.

No long-term contract on Core. Pro and Enterprise negotiable.

Founder's 50. The first fifty operators nationwide lock the Core rate for life. That's two hundred and ninety-nine dollars a month, forever, even as we raise prices to $499 and beyond. The Founder's 50 close is your strongest weapon on any call.

Critical: When you say prices on a call, always spell them out — "two hundred and ninety-nine dollars a month." Never say "two-ninety-nine" or "$299." Buddy's rule. Sounds bigger, feels more real, closes better.

6 · Competitive Positioning

Prospects will name-drop other tools. Never disparage them — they're legitimate. But know exactly where we sit.

CompetitorWhat They DoWhat We Say
Restaurant365 (R365)Accounting + inventory backend. Requires a human to run."R365 gives you the accounting layer. We sit on top. Two inputs, and pricing + ordering + food cost run themselves."
ToastPOS. Great front-of-house. Weak on kitchen ops."Toast is your POS. We plug into it. Auto-Pilot Mode uses your Toast sales data as one of the two inputs."
Adaco (Aptech)Inventory counts + purchasing. Enterprise-only. Slow."Adaco gives you inventory counts. It's a tool. PlatePrep is the automation on top of the tool."
Cheftec / MarketManRecipe costing + purchasing. Manual."Cheftec is a spreadsheet with a nicer face. We eliminate the spreadsheet."
xtraCHEF (by Toast)Invoice OCR + food cost. Owned by Toast now."xtraCHEF does invoices. We do invoices AND everything downstream — pricing, ordering, training."
Compeat / CrunchtimeEnterprise chain software."They're built for chains. We're built for independents. Different animal."
The universal line: "They give you tools. We do the work."

7 · Our Ideal Customer

Perfect fit:

  • Chef-driven independent (or 2-4 unit group)
  • Fine dining, upscale casual, or destination concept
  • 60-300 recipes on the menu book
  • Multi-revenue: a la carte + weddings/events + catering
  • Family-owned or founder-operated
  • Currently using: R365 + Toast + Excel/Google Sheets (this is 80% of the market)
  • Owner is on-property and knows the food cost math

Not a fit (don't chase):

  • Chain restaurants (McD's, Applebee's, etc.) — different software category
  • Ghost kitchens without dine-in — limited value add
  • Bars/nightclubs without kitchens
  • Operators who won't do the day-one recipe confirm — they'll never activate
  • Operators looking for "free trial" — Founder's 50 is a paid commitment

8 · The Pitch — Word for Word

Opening line (call):

"Hi [Name], this is Chad calling from PlatePrep in New York. We're an operator-owned software company — Buddy Foy owns Chateau on the Lake in Bolton Landing and Chateau Anna Maria down in Florida. We built PlatePrep because our own teams were losing four to six points of margin to manual inventory and menu costing. You came up first on our list of operators who'd get real value from what we built. Do you have two minutes?"

The hook:

"Two inputs. Confirm your recipes on day one. Upload sales reports and vendor invoices ongoing. Auto-Pilot Mode runs your inventory, food cost, ordering, and dynamic pricing without a human touching a spreadsheet. Restaurant365 gives you tools. Toast gives you tools. Adaco gives you tools. PlatePrep does the work."

The peer parallel:

"You run [reference something specific — wedding book, wine program, farm-driven menu]. Buddy runs the exact same profile at the Chateau. When we call, we're not selling software — we're comparing notes with a peer who solved this problem."

The close (Founder's 50):

"Founder's 50 locks the Core rate for life. Two hundred and ninety-nine dollars a month, capped at fifty operators nationwide. Fifteen-minute demo, and if it makes sense, you're in. If not, you keep the pocket card. Wednesday around 3:30 PM works — that's the dead-time between services in most kitchens. Does that work for you or should we look at Thursday?"
Sign off every call and email with: "Have a great service." That's our tribal sign-off. It signals to operators we speak their language.

9 · The Six Universal Objections

Every prospect surfaces one of these six. Memorize the response. On a live call, don't reach for the script — reach for a story from Chateau on the Lake.

1. "What does it cost?"
"Core is two hundred and ninety-nine dollars a month. Pro is four ninety-nine. Enterprise is nine ninety-nine. No long contract on Core. Founder's 50 locks the Core rate for life if we sign in the first ninety days — and that's capped at fifty operators nationwide."
2. "We're slammed right now, can't look at anything new."
"Totally get it — that's exactly when Auto-Pilot Mode does the most work. Wednesday around 3:30 PM is usually the dead-time between services. Fifteen minutes on a demo, and I'll be gone before family meal. If it's not for you, you keep the pocket card."
3. "Just send me some info."
"Happy to email the one-pager after we talk — but honestly, the reason I called is that this is easier to see than to read. Ten minutes on Zoom, I'll show you your own numbers running through it. If it makes sense, we keep talking. If not, I'll drop the leave-behind next time I'm in town."
4. "We already use Restaurant365 / Toast / Adaco."
"Perfect — PlatePrep sits on top. R365 gives you the accounting layer, Toast gives you the POS, Adaco gives you inventory counts. They all give you tools. We do the work. Two inputs, and Auto-Pilot Mode runs your ordering, food cost, and dynamic pricing without a human touching a spreadsheet."
5. "We're too small for something like this."
"Twelve-to-sixteen-seat tasting rooms are actually our sweet spot — that's where every point of margin matters most and where you can't afford to hire an inventory manager. If you can name every plate on your menu, PlatePrep can cost every plate on your menu."
6. "I need to think about it / talk to my partner."
"Absolutely, take the time you need. One thing to know while you're thinking — Founder's 50 is capped at fifty operators nationwide, and once we hit fifty, the Core rate resets. If you want us to hold the spot while you talk to your partner, I'll flag it in our system for two weeks. After that, I'll release it."

10 · Discovery Questions

Before you pitch, understand. Ask 3-5 of these on any first call.

  1. How many recipes are on your menu book right now, roughly?
  2. What are you running for food cost — is it locked or does it drift?
  3. Who does your ordering, and how long does it take on a Tuesday morning?
  4. What POS are you on? Toast? Square? Other?
  5. Do you have a wedding or events business, or is it primarily a la carte?
  6. What's the biggest operational headache in the kitchen right now — inventory, waste, training, something else?
  7. How do you cost a new menu item today?
  8. How many languages does your BOH team speak?
  9. When was the last time you re-priced the menu based on cost changes?
  10. Who owns the P&L — you or an operating partner?
The rule: Two ears, one mouth. Talk 30% of the discovery call. Listen 70%. The operator will hand you the pitch angle.

11 · Daily Rhythm + Cadence

Weekly minimums (from Week 4 forward):

  • 30 outbound calls per day
  • 30 personalized emails per day
  • 30 SMS follow-ups per day
  • 5 meetings booked per week (minimum)
  • 2 pilots closed per month (minimum)

Daily rhythm (suggested):

DayMorning (9-12)Afternoon (1-5)
Monday10 calls to Top-tier list10 SMS + 10 emails to no-answers
Tuesday10 calls, second-touchBook demos for Wed/Thu
WednesdayDemos + Zoom callsPost-demo follow-ups + Next-tier calls
Thursday10 calls to Next-tierZoho pipeline review with Buddy
Friday10 final calls + scorecardWeekend prep + Monday call blocks

Every touch logged in Zoho. Every single one. If it's not in Zoho, it didn't happen.

12 · Tone + Language Rules (Buddy's Rules)

  • Prices spelled out. Always: "two hundred and ninety-nine dollars a month." Never: "$299" or "two-ninety-nine."
  • Co-Founder, not Founder. Buddy is Co-Founder with Ava. Same for how you refer to leadership.
  • "We" and "our team," not "I." Buddy's rule — "I don't wanna sound like a narcissist."
  • "PlatePrep" — one word. Never "Plate Prep."
  • "Have a great service" — tribal sign-off on every email, every call, every text.
  • Never say "shut up." Use "pause" instead. Buddy's rule.
  • Never disparage a competitor. They're legitimate — we just sit differently. "R365 gives you tools. We do the work."
  • Never use the phrase "Performance Food Group" or "PFG" externally. Internal use only.
  • Ava is Co-Founder publicly. Vanderbilt econ major, unit economics + pricing models. Reference her when it's natural.
  • We're bootstrapping, not raising. If a prospect asks about funding: "We're operator-owned. That's the point."
You've finished the study guide.
Click the BDS Test tab to take the 41-question assessment. Passing is 80%. You get two attempts. Have a great service.
BDS Certification Test
41 questions. 80% to pass. Two attempts allowed per session. Have your Study Guide handy — you shouldn't need it.

Before you start

  • Read the BDS Study Guide tab in full first — every question maps to something in there.
  • You have two attempts per browser session. If you fail twice, close the tab and come back tomorrow after re-reading.
  • Passing score is 80% (33 of 41 correct).
  • Answers are locked in as you go — no going back. After submission you'll see which ones you missed with rationale.
  • Time yourself: aim for under 20 minutes total. Real prospects don't give you time to think.
Vibe Hit List · Our Target Market
271 targets across four campaigns — chef-driven independents, resort towns, Aruba reactivation, and now private country clubs. Every list is who we call.
Every restaurant on these lists shares the same profile: chef-driven, family-owned or founder-operated, 60–300 recipes, multi-revenue (a la carte + weddings/events + catering), and quietly bleeding margin to spreadsheets and manual counts. When Chad calls these operators, he isn't cold-calling — he's calling on behalf of a peer.
271
Total Targets
100
Tri-State (LI · NJ · CT · Westchester · NYC)
50
Upstate NY (Hudson Valley → Adirondacks)
21
Aruba (June trip reactivation)
100
Country Clubs (NY · NJ · CT · FL)
Tri-State 100
Long Island · New Jersey · Connecticut · Westchester · NYC · 61 pages
Top-tier prospects include: Brian Lewis at The Cottage (3x JBF), Dan Richer at Razza (3-star NYT, only US pizzeria), Scott Anderson at Elements, David Viana at Lita, Tyler Anderson at Millwright's, Matt Storch at Match, Bill Taibe at Kawa Ni, John Fraser at North Fork Table (MICHELIN).
25 LI 25 NJ 20 CT 15 Westchester 15 NYC
Upstate NY 50
Hudson Valley · Capital Region · Saratoga · Adirondacks · 20 pages
Anchor at #1: Chateau on the Lake in Bolton Landing. Top 10 also includes: The Sagamore Resort, Mirror Lake Inn's View, Lake Placid Lodge, 15 Church, Salt & Char, 677 Prime, Yono's, Peck's Arcade, and Terrapin.
13 Hudson Valley South 9 Hudson Valley North 11 Capital Region 9 Saratoga 8 Adirondacks
Country Club 100 — Chad's Road-Mode List
Private clubs · Long Island · Westchester · NJ · CT · Upstate NY · Florida · 30 pages
Hot 17 anchors include: Piping Rock Club (Locust Valley, Gold Coast LI), Meadow Brook Club (Jericho, historic top-100), Winged Foot Golf Club (Mamaroneck, US Open host), Baltusrol Golf Club (Springfield NJ), The Country Club at Mirasol (Palm Beach Gardens), Bonita Bay Club, Naples Yacht Club, and Sara Bay Country Club. Chef-driven, high-volume, member-dining P&L — 2+ dining venues on most properties opens the Auto Pilot multi-location conversation.
17 Hot (call this week) 25 Warm 58 Cold 48 FL 39 NY 13 NJ/CT
Aruba Reactivation — 21
June 2026 trip follow-up · "Sorry we missed you" campaign · 15 pages
Warm contacts include: Erwin Husken at Screaming Eagle (hosted our family dinner), Carolina Merryweather-Raven at Driftwood (Zoom booked July 8), Eduardo Ellis at Papiamento (Uber-driver intro), Karla + Chef Nicolas at Elements/Bucuti (in-person lunch), Gianni Ferrara / Andres Somellera at Gianni's Group.
7 Warm / Contacted 12 Missed / Reactivate 1 Handle With Care 21 Total
Institutional Discovery Wave · Compliance-Led Verticals
75 discovery targets across three regulated food-service segments — cruise, senior living, and K-12. Every card asks for a 20-minute learning call, not a pitch. Compliance is the buyer's #1 problem; PlatePrep is the platform that helps them stay inspection-ready.
Why these three verticals matter: When you sell to a chef-owner restaurant, you're selling optimization. When you sell to cruise ships, senior living, and K-12, you're selling risk reduction. VSP score below 85, F-Tag deficiency, failed Administrative Review — each of these is an existential threat to the operator. Different price point, different urgency, different sales conversation. Combined TAM ~85,000 operators with near-zero churn and budget-approved buyers.
Each vertical has TWO documents
Hit List PDF (25 targets with contact info + opening emails) — what Chad calls from. Compliance Playbook PDF (regulatory landscape + top 5 citation areas + PlatePrep feature mapping + discovery questions) — what Chad reads before dialing so he sounds like he knows the vertical.
75
Discovery Targets
25
Cruise Ships (USPH/VSP)
25
Senior Living (CMS F-Tags)
25
K-12 Nutrition (NSLP/HACCP)
Cruise Ship 25 — USPH Discovery Wave
Small ship · Luxury · Expedition · River · Mainstream · US & foreign flag calling US ports
Priority anchors: American Cruise Lines (fully US-flagged, HQ Connecticut, 90-min from NYC), Pearl Seas Cruises, American Queen Voyages, Windstar, SeaDream, Ponant, Silversea, Seabourn, Explora Journeys, Regent, Crystal, Ritz-Carlton Yacht Collection, Lindblad/National Geographic, Aqua Expeditions, Viking Great Lakes. The compliance hook: CDC VSP twice-yearly unannounced inspections, score below 85 = published fail, standardized recipes + HACCP CCP logs + temp monitoring + allergen docs are the top four citation categories.
7 Small Ship / Expedition 10 Luxury / Boutique 5 River / Coastal 3 Mainstream (last)
Hit List · 25 Targets
Compliance Playbook · USPH / VSP
Senior Living 25 — F-Tag Discovery Wave
Chef-driven CCRCs · Life Plan Communities · Boutique operators · NY · FL · NJ · CT
Priority anchors: Peconic Landing (Greenport NY — Senior Housing News DISHED award winner 2025), The Arlington of Naples (James Beard-nominated chef), Vi at Bentley Village, plus 22 more chef-driven CCRCs and Life Plan Communities. Skips Brookdale, Sunrise, Atria, Five Star, Holiday, Erickson. The compliance hook: CMS F-Tags 800-814, unannounced 3-day state surveys, deficiency = Immediate Jeopardy = admissions freeze. Menu docs, therapeutic diets (IDDSI 0-7), allergen management, and RD sign-off are the top four citation risks.
10 NY 10 FL 5 NJ / CT 13 CCRCs 8 Life Plan
Hit List · 25 Targets
Compliance Playbook · CMS F-Tags
K-12 Nutrition 25 — NSLP + HACCP Discovery Wave
Boarding schools · Independent day schools · Self-operated public districts · NE + FL
Priority anchors: The Hotchkiss School (CT), Deerfield, Choate, Taft, Groton, Lawrenceville, plus 7 more boarding schools acting like chef-driven restaurants with headmaster budgets, 3 independent day schools, and 8 self-operated public districts in NY/NJ/CT/FL. Skips Aramark/Sodexo-managed districts and mega-districts. The compliance hook: USDA Administrative Review every 3 years, HACCP required since 2005, FASTER Act = 9 major allergens per recipe, meal-pattern + nutrient analysis, failed AR = federal funding at risk.
13 Boarding 3 Private Day 8 Self-Op Public 1 Flagged (Palm Beach)
Hit List · 25 Targets
Compliance Playbook · NSLP + HACCP