How to Plan Restaurant Marketing in ClickUp

ClickUp gives restaurant owners and marketers a single workspace to organize campaigns, track results, and turn creative ideas into reservations and repeat guests.

This how-to guide walks you step by step through building a practical marketing system for your restaurant using tools and workflows inspired by the strategies in the original restaurant marketing guide.

Step 1: Set Up Your Restaurant Marketing Space in ClickUp

Start by creating a dedicated area to manage all marketing tasks, content, and data so nothing falls through the cracks.

1. Create a new Space named something like Restaurant Marketing in ClickUp.

2. Add Folders for your main channels, such as:

   • Social Media
   • Email & SMS
   • Events & Promotions
   • Partnerships & Local Outreach
   • Loyalty & Retention

3. Inside each Folder, create Lists for specific goals, for example:

   • Monthly Content Calendar
   • Holiday Campaigns
   • Influencer Collaborations
   • Seasonal Menu Launches

This structure mirrors the different restaurant marketing strategies you will use, while keeping everything organized in one ClickUp workspace.

Step 2: Build a ClickUp Marketing Calendar

A clear calendar helps you visualize when campaigns launch, which team member owns each task, and how activities support your revenue goals.

1. Open your Social Media or Campaign List in ClickUp and switch to Calendar View.

2. Add fields such as:

   • Channel (Instagram, TikTok, Email, In-store)
   • Goal (Awareness, Reservations, Online Orders)
   • Offer (Happy Hour, Prix Fixe Menu, Event Night)
   • Budget or Estimated Cost

3. Create a new task for each marketing action, for example:

   • “Post reel: Chef plating new summer dish”
   • “Send VIP list email: Wine pairing dinner invite”
   • “Boost post for local delivery promo”

4. Drag and drop tasks on the calendar to align with key dates like holidays, game days, and local events.

With this calendar in ClickUp, you can quickly see busy days, avoid overlaps, and maintain a consistent posting and promotion rhythm.

Step 3: Create ClickUp Task Templates for Promotions

Most restaurant campaigns follow similar steps: plan the offer, design visuals, write copy, schedule posts, and track results. Turning these steps into a template saves time.

1. In a Campaigns List, create a new task named “Promo Template – Do Not Use”.

2. Add a checklist with steps like:

   • Define goal and target guests
   • Confirm menu items and pricing
   • Write social captions
   • Design graphics or photos
   • Schedule posts and emails
   • Update website or delivery apps
   • Collect results and guest feedback

3. Assign suggested owners to each checklist step if your team is stable.

4. Save this task as a Task Template in ClickUp.

5. For each new promotion—like a brunch launch, themed night, or chef collaboration—create a task from this template and adjust the details.

Using templates ensures every campaign is executed consistently and that small details, like updating hours on delivery platforms, are not missed.

Step 4: Track Guest Personas and Offers in ClickUp

Effective restaurant marketing depends on understanding who your guests are and what they love most about dining with you.

1. Create a List called Guest Personas in your Restaurant Marketing Space in ClickUp.

2. For each segment, add a task, for example:

   • “Local Foodies & Date Night Guests”
   • “Office Lunch Crowd”
   • “Families & Weekend Brunch”
   • “Tourists & Hotel Guests”

3. Use custom fields or the task description to document:

   • Age range and lifestyle
   • Preferred dining times
   • Favorite dishes and drinks
   • Platforms they use (Instagram, Google Maps, TikTok)
   • Best-performing offers for this group

Then, link these persona tasks to your campaign tasks in ClickUp using relationships. This keeps every promotion tied to a specific audience, helping you refine messaging and offers.

Step 5: Manage Social Content Production in ClickUp

Photos, videos, and captions are at the heart of restaurant marketing. A simple workflow in ClickUp keeps assets moving from idea to published content.

Build a ClickUp content workflow

1. In your Social Media List, set statuses such as:

   • Idea
   • Planning
   • In Production
   • Scheduled
   • Published

2. Create separate tasks for:

   • Individual posts and reels
   • Story series for events or behind-the-scenes
   • Photo or video shoots

3. Attach sample shots, branding guidelines, and caption ideas directly to each task in ClickUp.

4. Use comments and @mentions to request revisions from photographers, designers, or copywriters.

Organize recurring content ideas in ClickUp

To keep content consistent, create a recurring task for each theme you use often, such as:

• Weekly “Chef’s Special” spotlight
• New cocktail feature
• Guest review highlight
• Live music or event promotion

Set these tasks to repeat at the right frequency in ClickUp so your feed never goes silent during busy service weeks.

Step 6: Plan Events and Collaborations with ClickUp

Events, pop-ups, and partnerships with local businesses or influencers can significantly increase restaurant visibility when managed with clear checklists and timelines.

1. Create a List named Events & Collaborations in ClickUp.

2. For each event, create a task and use subtasks for:

   • Concept and theme
   • Menu development
   • Pricing and capacity planning
   • Partner or talent coordination
   • Marketing assets and promotion schedule
   • On-site logistics and staffing
   • Post-event recap

3. Use start and due dates so events appear in your calendar and workload views.

4. Add guest count, revenue, and feedback in custom fields to easily compare event performance over time.

This structure in ClickUp allows you to repeat successful events with minimal extra planning and to quickly identify which collaborations drive the best results.

Step 7: Monitor Reviews and Feedback in ClickUp

Online reviews and guest feedback guide improvements in service, menu, and marketing messages.

1. Create a List titled Reviews & Feedback in your ClickUp Space.

2. Set up tasks for:

   • Weekly review check (Google, Yelp, social media)
   • Responding to new reviews
   • Documenting common compliments and complaints

3. Use task custom fields to track:

   • Source (platform)
   • Rating
   • Category (Service, Food, Atmosphere, Price)
   • Action required

4. Link review tasks to relevant marketing or operations tasks when feedback suggests a needed change.

Over time, this workflow in ClickUp gives you a library of guest insights that can shape future campaigns and offers.

Step 8: Measure Results and Improve in ClickUp

To make better decisions, you need to connect marketing activity with outcomes like reservations, online orders, and average check size.

1. Add custom fields to your Campaigns List in ClickUp, including:

   • Total spend
   • Impressions or reach
   • Engagements (clicks, comments, shares)
   • Reservations or orders generated
   • Revenue

2. After each campaign ends, update these fields and mark the task as complete.

3. Create a Dashboard in ClickUp with widgets for:

   • Campaigns by status
   • Top-performing offers by revenue
   • Channels that generate the most visits

This high-level view helps you double down on strategies that work and phase out tactics that do not serve your restaurant goals.

Next Steps: Refine Your System and Get Support

Once you have your initial workflows in ClickUp, keep improving them as your restaurant grows and your marketing mix becomes more sophisticated.

• Turn recurring processes into templates.
• Add automations to reduce manual updates.
• Share views with owners, managers, and agencies so everyone stays aligned.

If you want expert help designing or optimizing your ClickUp setup, you can work with a dedicated consulting partner like Consultevo to streamline your restaurant marketing operations.

By centralizing ideas, tasks, content, and performance data in ClickUp, you build a reliable marketing engine that consistently fills tables, strengthens your brand, and delights guests.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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