Cafe Pro Toolkit

A complete toolkit for established cafes and roasters, including an annual wholesale supply agreement and an in-depth catering event completion review

Get started with Pocper

Customer Loyalty Sign-up & Taste Preferences

Welcome to the family! A few quick questions help us pull the perfect cup for you, remember your birthday treat, and only send you news you actually care about.

Section 1 — Member Information

What's your full name?

Email address:

Phone number:

Birthday (so we can send you a treat):

Section 2 — Drink Preferences

Tick the drinks you usually reach for:

Espresso

Latte / Cappuccino

Pour-over / Drip

Cold brew / Iced coffee

Tea / Matcha

Decaf

Milk preference:

Whole milk

Oat milk

Soy milk

Almond milk

No milk

Sweetness:

No sugar

A little sweet

Standard sweet

Extra sweet

Section 3 — Allergies & Dietary Restrictions

Tick anything we should keep away from your order:

Dairy / lactose

Nuts

Gluten

Egg

Soy

None of the above

Anything else our baristas should know?

Section 4 — Loyalty Program

Yes — sign me up for the rewards card

Yes — send me email news about new beans, classes and events

Yes — send me birthday-month rewards

How did you hear about us?

Section 5 — Signature

Member signature:

Date:

Thank you — your card is ready, and your first cup is on us!

Templates in this pack

The Cafe Pro Toolkit pack includes 7 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.

Frequently asked questions

What's included in the Cafe Pro Toolkit templates?
The Cafe Pro Toolkit pack contains 7 templates: Customer Loyalty Sign-up & Taste Preferences, Whole-Bean Order & Subscription, Catering & Private Event Booking, Coffee Class & Cupping Workshop Registration, Customer Feedback & Wholesale Inquiry, Annual Wholesale Coffee Supply Agreement, Catering Event Completion Review. Each is ready to use and fully editable.
Can I customize these templates?
Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
How do I use the Cafe Pro Toolkit templates?
Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.