Catering accounts
6 active
$5,840/mo standing orders · $70K/yr
Need attention
3
2 with late invoices · 1 with declining orders
Regulars
82
2+ visits/week · 43% of walk-in revenue
Win-back candidates
11
Lapsed in last 60 days · mostly catering churn
Catering accounts 6 active
B2B standing orders. Each represents 6-12 months of relationship work — protect them.
A
Acme Catering Co.
Monthly order
$1,920
Outstanding
$5,200
Days late
68 days
Two invoices over 60 days late. They paid on time for 14 months prior — likely an AP oversight, not a churn signal. Worth a direct check-in with Linda before it becomes a habit.
M
Mercer Events
Monthly order
$1,400
Outstanding
$3,200
Last order
17 days ago
Invoice 64 days late AND missed last 2 weeks of standing orders. This pattern usually means they're switching vendors or the events business slowed. Direct conversation needed — this isn't an oversight.
N
Northwind Office Catering
Monthly order
$720
↓ 62% from $1,920
Outstanding
$0
Order frequency
Down 40%
Orders dropped 40% over 2 months — went from weekly $480 standing order to occasional $180 orders. New office manager started in March. Worth introducing yourself before they default to a new vendor.
H
Helio Wellness
Annual value
$24,800
Renewal date
May 25
Last touchpoint
6 weeks ago
Renewal in 30 days. Last touchpoint was 6 weeks ago — typically renewal conversations should happen 60+ days out for accounts this size. Order quality and frequency are still strong, so this is a relationship maintenance call, not a save.
S
Sunrise Tech
Monthly order
$1,080
Outstanding
$0
YoY growth
+34%
Growing account. Team headcount tripled last year and they're asking about expanding to Tuesday lunches too. Worth proposing a higher-frequency contract before competitors notice.
P
Pacific Realty
Monthly order
$720
Outstanding
$0
Last order
3 days ago
Steady performer. Pays within 10 days every time. No action needed — keep delivering.
Top regulars 5 of 82
Walk-in customers who visit 2+ times per week. They drive 43% of walk-in revenue.
Customer
Visit frequency
Lifetime value
Last visit
Favorite
JC
Jessica Chen
Customer since 2022 · Mission
Frequency5×/week
LTV$3,840
Last visittoday
🍕Pesto slice
DK
David Kim
Customer since 2021 · Both locations
Frequency4×/week
LTV$5,210
Last visityesterday
🍕Pepperoni whole
MO
Maria Ortiz
Customer since 2023 · Sunset
Frequency3×/week
LTV$2,140
Last visit2 days ago
🥗Caesar + slice
RT
Ryan Taylor
Customer since 2024 · Mission
Frequency3×/week
LTV$1,490
Last visittoday
🍕Margherita whole
SP
Sophia Patel
Customer since 2022 · Sunset
Frequency2×/week
LTV$1,820
Last visit3 days ago
🍕Veggie special
Win-back candidates 3 of 11
Customers who used to come regularly but stopped in the last 60 days. RON drafts a personalized outreach for each.
Customer
Was spending
Likely reason
Last visit
CL
Coastal Law Group
Was a catering account · 8 months active
$840/mo
Office moved across the bay in February. Delivery cost vs. proximity likely the issue — not service.
62 days ago
NS
Nathan Singh
Was a regular · Mission · 4×/week for 14 months
$220/mo
Stopped abruptly mid-March. Last 3 visits had a quality complaint about cold deliveries.
48 days ago
VB
Vesper Biotech
Was a catering account · 5 months active
$1,200/mo
Switched to a vendor offering hot lunch service Vesper requested 3 times. Workable feedback if you ever want to add hot mains.
71 days ago