The Upsell SOP
Every guest hears the options that suit their meal, at the moment they would choose: a starter, the right sides, one step up, dessert and a drink to close.
- Who
- Servers and head waiters, with the sommelier for wine
- When
- Every table, from the first drink to the bill
- You need
- Today’s specials and prices, the occasion on the booking, the dessert menu
- Time to train
- 45 minutes, with two role-played tables
What this SOP achieves
Every guest hears the options that fit their meal at the moment they would choose them: a starter, the sides that go with their dish, a drink, dessert and something to close. The guest orders what they would have wanted anyway, and the average spend per table rises without anyone at the table feeling sold to.
Measured by
- Occasion asked or read before the first order
- Every drink question offers a choice, never a yes or no
- Starter offered to every guest who orders a main only
- Sides suggested to each guest, matched to the dish they chose
- Upgrades one step above the guest’s choice, never two
- Every recommendation given with one real detail
- Dessert menu presented to every table once mains are cleared
- Coffee, tea and a digestif offered before the bill
- A no accepted at once, and that offer not repeated
- Bill never brought before the closing offer has been made
The procedure
29 steps in 7 phases, in the order they happen.
Phase 1 Before service
- 01
Learn tonight’s specials with their prices, and for every main the one or two sides the kitchen recommends with it. A side suggested at random sounds like selling; the right one sounds like advice.
- 02
For each dish and drink on the menu, know the adjacent option one step up: the larger cut, the supplement (truffle, extra langoustine), the house juice instead of the bottled one, the next bottle up.
- 03
Read tonight’s bookings for occasions, returning guests and their past orders, and mark them on the table plan before the line-up.
- 04
At the line-up, the head waiter names one moment from the card for this shift, such as the starter or the closing offer. Every server makes that offer at every table, and the head waiter counts it.
Phase 2 Read the table
- 05
Check yourself against The Presence SOP before the first table: uniform, name badge, hands, and tonight’s occasions in mind.
- 06
Before the first order, decide what this meal is for: an anniversary, a business lunch, a family who have travelled since six. If the booking does not say, ask once, in an open question.
“Is this evening a special occasion for you?”
- 07
Find out the time the table has. A guest with a meeting at 14:00 hears one offer per course; a slow anniversary dinner hears every one. Write the pace on the ticket, as The Pacing SOP sets out.
- 08
Note who is hosting and who is likely to pay. Address offers to each guest in turn, and the larger ones (a bottle, a dish for the table) to the host.
Phase 3 Open with a choice
- 09
Make the first question a choice between two named options, never a question that invites a no. Ask still or sparkling water, then name the house water, then offer a drink while they read the menu.
“Still or sparkling water? And something to drink while you look at the menu?”
- 10
Name two drinks that suit the occasion, one of them alcohol-free, with a detail for each. Where the hotel serves no alcohol, both are alcohol-free, for example the peach and basil juice or a sparkling date and cardamom cooler. Serve them as The Table Drinks SOP sets out.
“We have fresh peach and basil juice, or a glass of our local sparkling wine to celebrate.”
- 11
If the table looks at the wine list, offer the sommelier, or recommend as The Wine Recommendation SOP sets out. Say a price aloud only for what is not printed on the menu: specials, supplements and anything made to order. Never recite a printed price unless the guest asks for it.
- 12
Offer something small for the table while the menus are read (olives, a sharing plate, the bread of the day with its price) when the table has time and the kitchen can send it within 5 minutes.
“Shall I bring the burrata for the table while you decide? It arrives in a few minutes.”
Phase 4 Build the order
- 13
When a guest orders a main only, offer a starter to that guest, by name, with one suggestion that suits the main. Ask each guest, not the table as a whole.
“Before the sea bass, Mr Okafor, the tomato salad is very light, if you’d like a starter.”
- 14
For each main, suggest the side that goes with it, guest by guest: greens with the fish, potatoes with the lamb. Say what it is and that it is ordered separately.
“The lamb comes on its own. Most guests have it with the rosemary potatoes. Shall I add them?”
- 15
Offer one step up from the guest’s choice: the adjacent option, never the most expensive on the page. Say what changes and the difference in price, once.
“The same steak comes as a 400-gram cut for two, at €24 more. Would that suit you both?”
- 16
Describe every recommendation with one real detail: where it comes from, how it is made, what it tastes of. If your sentence could be read off the menu, find a better one.
“The burrata comes up from Andria twice a week. It’s still soft and warm when it arrives.”
- 17
If a guest says no, write the order as given and move to the next guest without comment. Do not repeat that offer later in the meal.
- 18
If a table orders less than you expected, say nothing about it. A guest who feels judged at the order spends the rest of the meal ordering defensively.
Phase 5 During the meal
- 19
From a bottle on the table, top up unasked, as The Bottle Service SOP sets out, and offer the next bottle when it is empty. By the glass, when a glass is almost empty, offer another of the same or the next one, as a choice, as The By-the-Glass SOP sets out.
“Another of the same, or shall we try the next one?”
- 20
Once the mains are cleared, offer the cheese course before dessert, as a choice, when the menu has one.
“Cheese before dessert, or straight to the sweet menu?”
- 21
Watch for a relaxed table that is lingering. Offer one more drink as a choice, and tell them there is no hurry from the kitchen.
“Another coffee, or a fresh mint tea? Take all the time you like.”
Phase 6 Close the meal
- 22
Present the dessert menu to every guest once the mains are cleared, open, with one dessert you recommend in one sentence. Never ask whether they want to see it.
“Here are tonight’s desserts. The lemon tart is made this afternoon, with Amalfi lemons.”
- 23
If dessert is declined, offer coffee or tea at once, with two named options. A no on dessert is not a no on everything.
“Then an espresso, or one of our teas? The jasmine is lovely after fish.”
- 24
In formal restaurants, offer a drink to close the meal: a dessert wine, a digestif or the house amaro, and an alcohol-free choice such as a herbal infusion, named on the same line. Where the hotel serves no alcohol, offer Arabic coffee with cardamom, a fresh mint tea or the camomile and honey infusion.
“To finish, a glass of Passito, our own amaro, or a camomile and honey infusion?”
- 25
Offer petits fours or the house chocolates with the coffee, if they are on the menu, and say whether they are included or charged.
“The coffee comes with two of our almond biscuits, made this morning.”
- 26
Never bring the bill before the closing offer has been made and answered. Bring it when the guest asks, as The Bill SOP sets out.
Phase 7 After service
- 27
Note on the guest profile what each returning guest ordered and liked: the dish, the drink, the dessert or digestif they chose, and anything they declined twice.
- 28
Give the head waiter the count for the moment of the shift: tables where it was offered, and tables where it was taken.
- 29
At the next line-up, the head waiter reads the count and one line that worked, without names, and names the next moment to practise.
What to record
On the ticket
- Occasion, and who is hosting
- Pace: quick, normal or slow
- Starter and sides, seat by seat
- Supplements and upgrades taken
On the guest profile
- Favourite dish and drink
- Dessert or closing drink chosen
- Offers declined twice
- Occasion and its date
The shift count
- Moment chosen for the shift
- Tables where it was offered
- Tables where it was taken
- One line that worked
What could happen
- The host mentions a budget
- Recommend inside it, and never above. Suggest the dishes and drinks that give the most within the figure, and do not mention the price again.
- A business table in a hurry
- Make one offer per course, and bring coffee with dessert unless they say otherwise. Have the bill ready to bring as soon as they ask.
- A guest does not drink alcohol
- Offer the alcohol-free drinks with the same care and detail, and never ask why. See The Low and No SOP.
- A guest asks for the most expensive
- Recommend it honestly, with its detail. Do not steer the guest down unless they ask what you would choose.
- Something is offered by the house
- Do not offer a paid step up on that course. The gesture is the attention at that moment, and an offer next to it spoils it.
- Children at the table
- Offer to the parents, never to the child. For drinks and the child’s dish, follow The Young Guests SOP.
Common mistakes
- Treating every table as the same table. The couple on their tenth anniversary get the script of the sales lunch, and neither is served properly.
- Asking yes-or-no questions. “Would you like water?” hands the guest a decision they have no reason to make.
- Reaching for the top of the list. The guest stops trusting the recommendation and orders defensively for the rest of the meal.
- Offering a side to the table instead of to each guest. Nobody answers for the others, and nobody orders.
- Repeating an offer the guest has already declined. The second time, the guest hears selling.
- Bringing the bill unprompted. You have ended the evening on the guest’s behalf, and skipped the dessert, coffee and closing drink.
Check your team
After training (45 minutes, with two role-played tables), each person answers these without the sheet.
- What do you need to know about a table before the first order, and how do you find it out?
- Turn “Would you like water?” into a question that offers a choice.
- When a guest orders a main only, what do you offer, and to whom?
- What is “one step up”, and why never two?
- What do you offer if a guest declines dessert?
- How is a closing drink offered in a formal restaurant, and what alcohol-free choice goes with it?
- When may the bill be brought to the table?
Seven Moments Your Team Lets Go
None of these require selling. Each is a question that should be asked as a matter of course, and usually isn’t.
Pick one moment per service and make it non-negotiable for that shift. Count it. Most teams find the water question alone pays for the briefing within a week. Where the hotel serves no alcohol, every drink on the card is alcohol-free: the basil soda in place of the Franciacorta, and the mint and lime cooler in place of the wine.
The SOP Library.
No. 67 · Restaurant
The First Two Minutes SOP
From the restaurant door to the first drink: greeted by name, seated at a checked table, menus open, the server named, and water and a first drink offered within two minutes of sitting down.
No. 68 · Restaurant
The Allergy SOP
A guest’s allergy carried from the booking to the plate without a gap: asked or reconfirmed at every table, checked with the chef, flagged by seat, named at service.