RESTAURANT TEXT CLUB - EDITABLE PLANNING CHECKLIST
Version: 2026-09-29
Template only. No guests are enrolled and no messages are scheduled.

Restaurant / program: [ ]
Restaurant decision owner: [ ]
Campaign operator: [ ]
Shift lead: [ ]
Guest-contact owner and monitoring hours: [ ]
Review / launch date: [ ]

OFFER
[ ] State the reward, qualifying purchase, eligible items and exclusions.
[ ] Set start/end dates, redemption limit and repeat-signup rule.
[ ] Record reward cost and expected contribution assumptions.
[ ] Confirm stock and the response when an item is unavailable.
[ ] Record the owner's approval of exact wording and terms.

SIGNUP AND PERMISSION
[ ] Choose the actual provider; record plan, sending identity and access owner.
[ ] Publish an approved mobile signup URL separate from menus and ordering.
[ ] Use a separate, unchecked permission choice for the described program.
[ ] Request mobile number; collect optional details only for an agreed purpose.
[ ] Review identity, purpose, frequency, rates, help, opt-out, terms and privacy wording.
[ ] Determine whether provider confirmation is required before subscription.
[ ] Store wording version, source, time, permission and confirmation state.
[ ] No purchased lists, imported booking lists or POS exports in this offer.

TABLE-TENT INSERT
[ ] Open restaurant-text-club-table-tent.svg in an SVG editor or edit its source.
[ ] Replace every bracketed field and the sample labels with reviewed content.
[ ] Replace the placeholder box with an embedded real QR for the approved URL.
[ ] Keep the printed destination URL and disclosures readable.
[ ] Confirm holder dimensions; the supplied insert is 4 by 6 inches.
[ ] Print one actual-size proof; scan it under restaurant lighting.
[ ] Verify the destination again after any artwork or URL change.

REHEARSAL (AUTHORIZED TEST RECORDS ONLY)
[ ] Check phone and keyboard use, errors and terms/privacy destinations.
[ ] No enrollment without permission; test confirmation, duplicate and invalid input.
[ ] Verify welcome timing, reward details and pending/failed delivery states.
[ ] Test opt-out exclusion from later campaigns and automations.
[ ] Test ordinary replies separately and publish a working contact alternative.
[ ] Train staff on offer eligibility, redemption recording and exceptions.
[ ] Record launch approval and who can pause messaging.

CAMPAIGN CALENDAR
[ ] Replace calendar placeholders with approved dates, local time and audience.
[ ] Check existing welcome/birthday traffic before a promotional send.
[ ] The offer's approximate weekly promotional ceiling is not a send quota.
[ ] Confirm total provider-defined units; 1,000 texts is not 1,000 customers.
[ ] Record copy approval and a last eligibility/opt-out check before scheduling.
[ ] After each send, review failures, opt-outs, recorded redemptions and staff feedback.

RESULTS FILE: ONE ROW PER CAMPAIGN REVIEW PERIOD
- Leave unknown values blank. Zero means the records establish zero.
- new_completed_signups is a period count, not proof the campaign caused signups.
  Do not sum this field across campaigns with overlapping periods.
- attempts, delivered, failed and pending_unknown use the provider's recipient-message definitions.
  Snapshot statuses at status_checked_at; updates may change the totals.
- billable_units uses the provider's billing definition; record that definition.
- redemptions counts recorded offer uses, not automatically additional visits.
- verified_repeat_purchases requires evidence of a purchase and an earlier purchase.
  It is not a causal estimate. Unknown prior history belongs in purchase_history_unknown.
- reward_cost_usd and recorded_sales_usd are documented amounts, not profit.
- Keep references to approved internal records in evidence_reference.
  Do not place guest names, phone numbers or private messages in this aggregate file.
- Record comparison limitations and the next approved action. No invented results.

CURRENT PROVIDER REFERENCES (CHECKED 2026-09-29)
Twilio messaging policy:
https://www.twilio.com/en-us/legal/messaging-policy
SlickText confirmation and opt-out tools:
https://help.slicktext.com/tools-to-help-you-stay-compliant
SlickText web-form states:
https://help.slicktext.com/create-an-online-landing-page-or-webform-for-your-website

These references do not identify our selected provider or certify a program's legal compliance.
Review the actual provider and program before guest use.
Service scope: https://efficientautomate.com/restaurants/