F&B Franchise Operations: From Opening Bell to Performance Insights

Every restaurant runs on playbooks—opening checklists, closing procedures, food safety checks. But today they live in laminated sheets nobody updates, or worse, in people's heads that leave when they quit. The result? Inconsistent execution, no visibility, and the eternal question:"Why is Location #7 underperforming?"

📖 Specification by Example: Monday Morning at Downtown

5:55 AMSystem: Kollab creates "Morning Opening" playbook run for Downtown
6:02 AMMarcus: Opens app, taps through checklist. Flags: "Walk-in fridge at 6°C"
6:10 AMAI: Detects temp anomaly → Slack alert to Area Manager
6:45 AMMarcus: Team briefing. Target: $4,500. Push the summer drink.
7:00 AMMarcus: "Ready for Service" ✓ — Opened on time.

This suite includes 5 interconnected playbooks that run your F&B operation:

🌅 Morning Opening

8 steps from unlock to first customer. Equipment checks, food safety logs, cash float, team briefing. AI alerts if opening is delayed.

⭐ Shift Performance Review

Rate each team member on 6 criteria: punctuality, service, speed, upselling, cleanliness, teamwork. AI correlates scores with shift revenue.

🌙 Evening Closing

9 steps from last call to lockup. Cash reconciliation, deep clean, inventory count, security check. AI generates daily summary.

👋 New Hire Onboarding

2-week structured journey: food safety cert, station training, solo shift trial. Track competency scores and time-to-productivity.

📖 Friday Evening Shift Review

10:31 PMAI: Pulls revenue from POS: $6,280 (126% of target!) 🎉
10:35 PMMarcus: Rates team. Sarah: 4.7/5 (star performer). Jake: 4.0/5 (needs upselling coaching)
10:40 PMAI: "Sarah's upselling added $380. High scores correlate with 18% higher revenue."
10:45 PMMarcus: Signs off. Note: "Jake to shadow Sarah on upselling next week."

The Franchise Director's View

Jennifer manages 8 locations. Every Monday she opens Kollab and sees all locations at a glance— 6 green, 1 yellow, 1 red. She clicks the red one (Airport): 3 late openings, cash variances, below-target revenue. AI surfaces the pattern: new manager, team avg score 3.2/5 (lowest in network).

AI Insight: "Locations with team scores >4.0 are running 18% above revenue target. Consider deploying Sarah (4.8/5 avg) to Airport for coaching."

From Manual to Automated—Your Curve

  • Day 1: Replace laminated checklists with mobile playbooks
  • Week 2: Start capturing performance ratings after each shift
  • Month 1: AI starts surfacing patterns and correlations
  • Month 3: Predictive insights: "This location is trending toward issues"
  • Ongoing: Iterate on criteria, add stations, refine SOPs—all in one place

Shift Performance Review

End-of-shift evaluation of team performance with revenue correlation. Rate staff on 6 criteria, capture metrics, and generate AI insights.

Data sources:
StripeStripe
SlackSlack
AirtableAirtable
OpenAIOpenAI
Participants:Shift ManagerTeam MemberArea ManagerAI

Location
Downtown Cafe
Shift Date
2026-01-10
Shift Type
Evening
Revenue
$6,280
Team Avg
4.4/5
vs Target
+26%
  • Shift Ended
    Kollab
    shift_date2026-01-10
    Kollab
    shift_ended2026-01-10T22:30:00
    Stripe
    Shift Revenue$6,280
    Stripe
    Transactions142
    Stripe
    Avg Ticket$44.22
  • Staff Roster Confirmed
    Kollab
    shift_ended2026-01-10T22:30:00
    Kollab
    roster_confirmed2026-01-10T22:32:00
    Airtable
    Staff PresentSarah, Jake, Priya
    Airtable
    Shift Hours4:00 PM - 10:30 PM
  • Performance Ratings
    Kollab
    roster_confirmed2026-01-10T22:32:00
    Kollab
    ratings_complete2026-01-10T22:45:00
    Airtable
    Sarah (4.7/5)Punctuality: 5 | Service: 5 | Speed: 4 | Upselling: 5 | Cleanliness: 4 | Teamwork: 5
    Airtable
    Jake (4.0/5)Punctuality: 4 | Service: 4 | Speed: 5 | Upselling: 3 | Cleanliness: 4 | Teamwork: 4
    Airtable
    Priya (4.7/5)Punctuality: 5 | Service: 5 | Speed: 4 | Upselling: 4 | Cleanliness: 5 | Teamwork: 5
  • Highlights & Notes
    Kollab
    ratings_complete2026-01-10T22:45:00
    Kollab
    notes_added2026-01-10T22:48:00
    Airtable
    Star of the ShiftSarah - Led upselling, added $380 to tickets
    Airtable
    Coaching NotesJake to shadow Sarah on suggestive selling next week
    Airtable
    IncidentsNone
  • AI Analysis
    Kollab
    notes_added2026-01-10T22:48:00
    Kollab
    analysis_complete2026-01-10T22:49:00
    OpenAI
    Team Avg Score4.4/5
    OpenAI
    vs Target+26%
    OpenAI
    AI InsightOutstanding shift! Revenue 26% above target. Sarah's upselling correlated with $380 additional revenue. High team scores (4.4 avg) align with 18% revenue premium pattern seen across locations.
  • Report Published
    Kollab
    analysis_complete2026-01-10T22:49:00
    Kollab
    report_published2026-01-10T22:50:00
    Slack
    Slack AlertPosted to #downtown-performance
    Airtable
    Metrics LogRow 847 in Daily Metrics
Stop wondering why some locations thrive while others struggle. With structured playbooks and performance tracking, the patterns emerge—and so do the solutions.
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