Menu & Operations Audit

$575 • 90 Minutes

For coffee founders who want to simplify their menu, strengthen their workflow, and make their business easier to operate.

A great coffee menu should feel exciting to the customer and realistic behind the bar.

If your menu has too many drinks, too many syrups, too many seasonal ideas, too many customizations, or too many moving parts, it can quickly become hard to train, hard to execute, and hard to scale.

This 90-minute audit is designed for founders who already have a menu, concept, or business plan and want a sharper operator lens before launching, relaunching, or scaling.

We’ll look at your menu direction, beverage program, workflow, customer experience, and operational complexity so you can make smarter decisions before they become expensive problems.

Who this is for

This audit is best for you if:

• You already have a draft menu or concept
• You’re opening a café, cart, truck, or trailer
• Your menu feels too big or unclear
• You’re not sure what should be core vs seasonal
• You want to understand what could slow down service
• You need help simplifying before you launch
• You want feedback from someone with a barista-trained and founder-minded perspective

What you’ll walk away with

By the end of the audit, you’ll have:

• A clearer menu direction
• Recommendations on what to keep, cut, simplify, or rethink
• A better understanding of your core vs seasonal offerings
• Feedback on drink complexity and bar workflow
• Operational red flags to address before launch
• A clearer sense of what your team would need to execute consistently
• A short post-call recap with key recommendations and next steps

What we can cover

Depending on your needs, we may review:

• Draft coffee menu
• Signature drink ideas
• Syrup/flavor strategy
• Cold foam and add-on strategy
• Core vs seasonal menu structure
• Drink count and menu organization
• Customer experience
• Bar workflow
• Staffing implications
• Equipment category considerations
• Launch menu priorities
• Operational and ingredient bottlenecks
• Menu clarity and positioning

How it works

1. Choose your session time and complete checkout to hold your time slot.
2. You’ll receive a confirmation email with your booked time slot. I will reach out to you personally after that with a short questionnaire for you to fill out ahead of our session.
3. Send any relevant materials before the session, such as your draft menu, concept notes, website, Instagram, floor plan, or product list.
4. I’ll review your materials before the call.
5. We’ll meet for 90 minutes and audit your menu, workflow, and operational direction.
6. After the call, you’ll receive a short recap with key recommendations and next steps.

Please note that this is a live strategy session - while we'll cover as much as possible during our time together, implementation work, ongoing consulting, or custom projects are quoted separately.

I can't wait to review your concept and help you take the next step!