Solutions

Workflow consulting and automation for foodservice operations

Software is one part of the job. The other is improving how quoting, follow-up, site surveys, and service requests actually move through your business — then building the automation that holds it together, and training the people who use it.

ElevateFlow managed automation

A managed CRM and automation configuration for teams that need contacts, pipelines, messaging, scheduling, and follow-up workflows set up around how the business works. It is separate from the foodservice software applications in the portfolio.

See ElevateFlow availability
  • Branded CRM & pipelines
  • Email & SMS campaigns
  • Funnels & landing pages
  • Scheduling & calendars
  • Reporting dashboards

AI Voice & Chat Agents

Voice and chat implementations can be scoped around a defined customer-communication workflow, such as handling common questions, routing a call, or capturing an inquiry. We review the workflow first, then decide whether an implementation is appropriate.

  • Defined call-routing workflows
  • Appointment and inquiry flows
  • Frequently asked questions
  • Lead-capture workflows
  • Brand-specific configuration

Workflow consulting & scoped implementation

Start with one workflow that consumes time or creates handoff problems. We map it together and recommend whether a workflow change, software, training, or a scoped implementation is the right next step.

Scope before pricing

Engagement details depend on the workflow, systems, and implementation scope. Start with a 30-minute operations review.

Book a 30-Minute Operations Review
  • Workflow mapping
  • Handoff review
  • Scoped automation implementation
  • Team training
  • Ongoing support when appropriate

Training, Workshops & Speaking

Practical, no-jargon AI training for teams and events, grounded in nearly five decades of connection to foodservice. Mike has delivered AI breakout sessions for PRIDE Centric Resources and MAFSI.

Team AI Workshops

Half-day or full-day hands-on sessions

Conference & Event Speaking

Keynotes and breakout sessions on practical AI adoption for non-technical leaders

Private Training

Custom 1:1 or small-group sessions tailored to your industry

Practical reading

Reduce manual purchase-order data entry

See how to evaluate AI purchase-order processing as a workflow improvement rather than another disconnected automation.

Read the purchase-order insight (opens in a new tab)