Private Chef Pro Toolkit
A complete toolkit for established private chefs, including an annual services agreement and an in-depth event completion and handover review
Get started with PocperClient Consultation & Event Brief
This brief captures everything we need to design the perfect culinary experience for your event. Please share as much detail as you can — from the vision and guest list to dietary needs and venue logistics.
Service Style
Service style (e.g. Private Chef / Catering Buffet / In-Home Multi-Course / Banquet):
Client Information
Full name:
Business name (if any):
Email:
Phone:
Address:
How did you hear about us?
Event Details
Type of event — select all that apply:
Birthday
Anniversary
Business dinner
Wedding
Holiday gathering
Dinner party
Corporate retreat
Other
Event name:
Date:
Start time:
End time:
Total duration:
Venue
Venue type:
Client's home
Vacation rental
Private hall
Restaurant private room
Outdoor
Office
Venue address and access notes:
Kitchen access:
Full kitchen
Limited kitchen
Outdoor only
No kitchen
Refrigeration available
Running water available
Power source:
110v
220v
Generator
Guest List
Total guests:
Adults:
Children:
VIP guests — names and notes:
Guest demographic — age range, cultural background, preferences:
Dietary Restrictions
Vegetarian count:
Vegan count:
Gluten-free count:
Dairy-free count:
Nut allergies count:
Shellfish allergies count:
Halal count:
Kosher count:
Other allergies or restrictions — please describe:
Cuisine & Theme Preferences
Cuisine — select all that interest you:
French
Italian
Spanish
Japanese
Chinese
Korean
Thai
Vietnamese
Mexican
Fusion
Other
Theme or vision for the meal:
Favorite dishes or ingredients you would love to see:
Dishes or ingredients to avoid:
Service Format
Service format — select all that apply:
Plated
Family-style
Buffet
Station
Passed canapés
Multi-course tasting
Tableside cooking
Live carving station
Sommelier service
Budget
Target budget:
Flexible up to:
Per-head ceiling:
What's most important to you? Select all that apply.
Ingredient quality
Presentation
Experience
Variety
Value
Drinks & Pairing
Do you provide drinks?
Yes — full bar
Yes — non-alcoholic only
No — client supplies all drinks
Wine / drink pairing wanted
Corkage and bring-your-own notes:
Special Requests
Anything else we should know — surprises, cultural traditions, family recipes, accessibility needs:
Acknowledgement
The information above is accurate to the best of my knowledge
Thank you — with this brief in hand, we'll craft a proposed menu and quote tailored to your event. Looking forward to cooking for you!
Templates in this pack
The Private Chef 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.
Client Consultation & Event Brief
This brief captures everything we need to design the perfect culinary experience for your event. Please share as much detail as you can…
Custom Menu & Quote
Based on our consultation, here is the proposed menu, beverage pairing, pricing breakdown, and terms for your event. Please review each…
Shopping & Prep Checklist
Use this checklist to source every ingredient, organize prep across the days leading up to the event, and track costs so nothing slips…
Event Execution Record
Capture how the event actually unfolded on the day — staff, timeline, communications, issues, and the close-out walkthrough. This becomes…
Wrap-Up & Feedback
Close out the engagement with final billing, leftovers and damages, the client's satisfaction survey, lessons learned, and any…
Annual Private Chef Services Agreement
This agreement sets out the terms of an ongoing engagement between the private chef or catering service ("Chef") and the client ("Client")…
Event Completion & Handover Review
This review confirms that the event has been completed and hands it back to you. The Chef has pre-filled the event details below; please…
Frequently asked questions
- What's included in the Private Chef Pro Toolkit templates?
- The Private Chef Pro Toolkit pack contains 7 templates: Client Consultation & Event Brief, Custom Menu & Quote, Shopping & Prep Checklist, Event Execution Record, Wrap-Up & Feedback, Annual Private Chef Services Agreement, Event Completion & Handover 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 Private Chef 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.