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    Healthy meal delivery in the CRM: step by step

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    Updated 10/07/2026

    A step-by-step workflow for companies that cook and deliver healthy meals in courses: from the client's first message to the cook's list and the month's profit. Everything here works in the «Food service: healthy meal delivery» niche.

    Step 1. Set up once

    1. Programs and prices. «Finance» → «Program»: name, price and days in the course. If the price depends on the duration (a week, 2, 3, 4 weeks), fill in «Prices by duration». Set the «Daily cost»: without it, profit and cost per portion are incomplete.
    2. WhatsApp line. «Settings» → «Channels and Meta», turn on «Send to CRM» for the line. A new client message becomes a lead by itself.
    3. Team. «Settings» → «Team and permissions». A manager sees only their own deals; turn on «Sees all deals» for the cook and for whoever handles all clients.
    4. Clients already on a meal plan. «Chats» → «Deals from chats» → tick the people → «Clients only» or «Create deals».

    Step 2. A new client

    1. A lead from WhatsApp appears in «Deals» by itself. Manually: «Deals» → «Add», start typing a name or number and the CRM suggests the client from the base, no duplicate.
    2. In the client card fill in «Delivery address», «Delivery time», «Calories, kcal», «Allergies», «Preferences». The cook sees all of it.

    Step 3. The program in the deal

    1. The «Meal program» block: pick the program and duration, the price is filled in.
    2. Two people at one address: «Add a ration». The quantity of one ration changes with «−» and «+».
    3. «Course start», meal days (selected ones are highlighted) and pauses. The course counts meal days: days off and pauses shift it. The client's «Course until» date is set by itself, and a renewal reminder comes by it.
    4. A discount as an amount: put the amount the client pays in the deal. The deal shows «List price X, discount Y».

    Step 4. Payment

    Move the deal to «Paid» and pick the method in the «How was it paid?» window. «Payment date» is today by default; set a past date when entering last month's sales. Mark a course given for ads or a shoot as «Barter»: it is not counted as income.

    Trial day, then a course: the trial day is a separate deal with a «1 d» duration, the course is a new deal for the same client. Do not add a ration to the old deal: rations of one deal run at the same time.

    Step 5. The kitchen every day

    «Kitchen», «Tomorrow» by default: how many rations of each program and people by delivery time with address, calories, allergies and preferences. «Copy» or «Send to WhatsApp» gives the list to the cook.

    Step 6. Money

    • Enter all expenses: «Finance» → «Add expense» or «Upload from file» (bank statement). Categories: groceries, packaging, delivery, staff pay, rent, power, gas and water, fuel, advertising, taxes, other.
    • «Actual cost per portion» shows what one ration a day costs from real purchases. Grocery prices jump, so use the week or month for decisions.
    • «Groceries: plan and actual», «Barter» and profit by program and client are there too.

    Step 7. Who did what

    The «Feed» tab in a deal keeps the whole history: who changed the amount, owner, program, meal days, pauses, client fields and when, who added a file or moved the stage, what the robots did.

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