Restaurant · Fast-Casual
Every walk-in becomes a contact, every promotion goes out on its own.
A busy South Florida fast-casual restaurant was watching hundreds of customers a week come through the door and leave with no way to reach them again, no list it owned, no follow-up, no reason for anyone to come back sooner. We wired the in-store kiosk to a CRM, stood up a compliant opt-in funnel, and put three months of SMS and WhatsApp promotions on automatic, all built as a template the owner could drop into the next location.
What was breaking
The food was the easy part. The restaurant was full, the line moved, the regulars were real, but nothing in the operation turned a one-time visit into a habit. Everything that could have brought a customer back sooner was being left on the counter.
- Hundreds of customers a week walked in, ordered, and left, and not one of them ended up in a list the restaurant actually owned.
- Kiosk taps, paper sign-up cards, event lists, every source of customer info landed somewhere different, or nowhere at all.
- Promotions, holiday specials, and slow-day pushes went out ad hoc, if at all, with no reliable way to reach past customers on the channels they actually check.
- There was no A2P-compliant opt-in path, so any real text-message program was one carrier review away from being throttled or blocked.
- Replies, when there were any, lived on a personal phone. Nothing was logged, and nobody else could see a conversation or pick it up.
- Nothing was reusable. Opening a second location meant starting the whole customer-engagement problem over from zero.
What we built
A roughly three-week build with three months of support: the in-store kiosk wired into a CRM, a compliant opt-in funnel in front of it, and three months of promotions queued to send themselves, packaged so the whole thing clones into the next location.
Kiosk-to-CRM lead capture
The in-store kiosk, the web forms, and the event sign-up lists all flow into one CRM in real time. Every visitor who taps through becomes a contact the restaurant owns, name, phone, and the consent to message them, instead of a number on a receipt that disappears the moment they walk out.
A2P-compliant opt-in funnel, plus a clean mini-site
A lightweight site with a real privacy policy and terms of service, and a lead-magnet form, "get a free signature item", with an explicit, logged "I agree to receive messages" consent. That is what clears carrier (A2P) review, and it is the difference between a text program that lands and one that quietly gets filtered.
Automated SMS campaign, three months out
Weekly promotional sends scheduled ahead of time and delivered hands-free: specials, events, holiday pushes. The team's only job is to hand over the calendar and the copy; the system does the rest, paced so the restaurant stays a welcome text and not a blocked one.
Automated WhatsApp campaign, on the same calendar
Personalized WhatsApp messages running on the same promotional schedule as the SMS, with the option of AI voice notes and short personalized video. Synced to the SMS calendar so the two channels reinforce each other instead of overlapping, and paced to keep the number healthy.
Broadcast Express, one-click
A one-click mass send for the time-sensitive stuff, a rained-out patio, a surprise slow Tuesday, a one-day offer, delivered inside a 24-hour window. Included at no extra cost.
One dashboard, and a team that can run it
Every contact, every message, every reply visible in one place. The team is trained to build and launch campaigns themselves, with a short manual on how to expand the playbook, more channels, more cadence, when they are ready.
Built to be cloned. The kiosk integration, the opt-in funnel, the campaign templates, the whole setup is designed to drop into the next location with minimal reconfiguration, so location two starts where location one ended.
Ninety days later
One quarter after go-live the restaurant had what it never had before: a list it owned, a promotional engine that ran itself, and a single place to see all of it.
What shipped: a kiosk-to-CRM lead-capture pipeline, an A2P-compliant opt-in funnel with a clean mini-site, three months of automated SMS and WhatsApp promotions on a shared calendar, one-click Broadcast Express, and a single dashboard, with the team trained to run it and a template ready for location two.
Client identity and internal system IDs are withheld. Figures are drawn from this engagement and vary by deployment, scope, and how much of the roadmap actually gets shipped.
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