GoHighLevel for Personal Chefs & Meal Prep Services: Automate Client Intake, Weekly Orders and Reminders
TL;DR
- Streamline intake with client onboarding forms
- Automate weekly meal selection and order confirmation
- Schedule recurring prep days and deliveries
- Centralize customer preferences and notes
- Trigger rebooking and referral campaigns
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Why Personal Chefs and Meal Prep Services Need GHL
Clients want consistency, clarity, and fast communication. GHL simplifies your operations with:
- Custom onboarding forms with dietary filters
- Weekly automations for menu selection and confirmation
- Calendar bookings by delivery zone and prep time
- CRM with dietary restrictions, allergies, and favorites
- SMS/email automations for reminders, reviews, and upsells
Key GoHighLevel Tools for Meal-Based Businesses
1. Client Onboarding & Preferences
- Web form with fields for allergies, dislikes, diet type
- Auto-tag gluten-free, vegan, keto, etc.
- Collect address, schedule preferences, and emergency contacts
2. Weekly Meal Selection Automation
- Send a menu link via SMS every Thursday
- Customers select meals for the week via form
- Confirmation goes to client + chef dashboard instantly
3. Calendar for Prep and Delivery
- Assign prep time blocks with buffer built in
- Delivery windows sorted by postal code zones
- Recurring weekly or bi-weekly bookings
4. CRM + Client History
- Full meal order history by client
- Notes for seasoning, cooking method, utensils, etc.
- Attach photos or recipes for reorders
5. Review, Rebook and Referral Flows
- Review request 1 day after delivery
- Rebooking automation 6 days post-meal
- Referral link for friend discount with auto-tracking
Real Example: Solo Chef in Montreal
Before GHL:
- Used Google Forms + spreadsheets for weekly meals
- Missed emails = lost orders
- No-shows or unpaid invoices common
After GHL:
- Clients get menu SMS Thursday, confirm by Friday
- Deliveries auto-scheduled by zip code
- Payment, reviews, and follow-up all automated
- Weekly flow reduced admin time by 6+ hours
Smart Automations to Add
- Trigger “Chef’s Choice” fallback if no menu submitted
- Abandoned cart: remind client to finish order form
- Promo SMS before major holidays (Easter, Thanksgiving, etc.)
- Auto-upgrade campaign to VIP recurring clients
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Frequently Asked Questions (Inline)
Can I collect client preferences and allergies automatically?
Yes, use onboarding forms with custom fields to tag dietary types and allergies in their profile.
How does meal selection work weekly?
Send out a weekly form link for menu selection. GHL logs it to their profile and confirms order by SMS/email.
Can I set recurring schedules?
Yes. Clients can book weekly or bi-weekly prep and delivery days, which appear in your calendar automatically.
How do payments and invoices work?
Invoices can be triggered after each order or sent monthly, with Stripe or PayPal links attached.
Will GHL help me rebook clients?
Absolutely. Automations let you nudge past clients with reminders, specials, or rebooking offers.