How do I prepare my meal-prep customer list and preferences for handover?

A meal-prep business is built on repeat customers who trust you with their food habits. Start by gathering what you have into one tidy file: who orders, how often, which plan, which days, and what they avoid or favour. Allergy and dietary notes matter most, so make sure they are accurate and easy to find.

Think about privacy before you share anything. Early on, give the buyer a summary, such as the number of regular customers and how long they stay, without names. Share personal details only after a confidentiality agreement and when your lawyer says the stage is right. Ask your lawyer how customer information may be passed to a buyer and what customers should be told. Add the human side. Note which customers have special arrangements, which ones message often, and what each likes. A buyer who keeps those details can keep service steady. Plan how you will tell customers about the change, and offer to introduce the buyer. Keep a record of complaints and how you fixed them, since a buyer can use it to see what customers care about and protect them.

Key takeaways

• Gather customers, plans, preferences and allergy notes in one clean file.
• Share summaries first, personal details only when your lawyer advises.
• Plan how and when customers hear about the change.
• Keep a record of complaints and how they were fixed so nothing is lost when the file changes hands.