FOUNDING MEMBERSHIP · $197/MO
Savvy Circle is event software that comes with the sales training. Your team runs every inquiry, BEO, and contract in one place, and every month Kelly coaches them live on the deals in front of you.
$197/mo for your first 12 months · Join by Oct 31 for a 1:1 Kickoff Audit · Cancel anytime
Built by Kelly Palubiak · Saltgrass Steak House · Bob's Steak & Chop House · WD Deli
Sample data from a demo account.
WHERE IT LEAKS
A group asks about a buyout, and the number gets made up on the spot because nobody has a standard.
The buyout gets priced to match a normal night, and you work the night for free.
A planner calls your minimum outrageous, and whoever answered the phone drops it to save the booking.
An inquiry sits until Thursday, and the party books the place that answered Monday afternoon.
A proposal goes out, nobody calls back, and the event lands somewhere else.
A deal dies, and the only reason anyone can give you is that it didn't work out.
Your team isn't bad at sales. They were never trained to sell.
Savvy Circle catches the leaks software can catch: the slow reply, the missed follow-up, the double-booked room. The Membership trains the person on the phone to hold your minimum and close the deal. I built group sales departments around these exact leaks, and this is that system, ready for your team this week.
THE TRACK RECORD
Kelly helped us overhaul our private events program: process, menus, sales execution, and team training. The result: year-over-year private event revenue increased by hundreds of thousands of dollars and it's still growing.
Results from Kelly's own programs and consulting engagements, before Savvy Circle.
TWO WAYS IN
The system.
Pipeline, BEOs, CRM, guest portal, contracts, floor plans, and reporting, built for private dining and group sales. Unlimited logins for your team.
The system, plus the coach.
Everything in Software, plus a new training topic every month, live Q&A and coaching calls with Kelly, quarterly sales reviews, and the members community (opening November 1).
FOUNDING PRICE$197/month, the same as Software.
INCLUDED IN BOTH PLANS
What it does: You build the event once. The guest sees a clean version with their menu and timing. Your managers see the internal detail. The kitchen sees what it has to cook and when.
Why it matters: Every version of a BEO you retype by hand is a chance to send the wrong count to the line. One source, three audiences, no re-keying.
What it does: Your public inquiry form feeds a portal where the guest tracks their own event. When an inquiry lands, a draft reply is written for you. You edit it and send.
Why it matters: Speed to first response often decides who gets the booking. The party that waits two days calls the steakhouse down the street.
What it does: Book a room that's already committed, or a twenty-top into a space holding a BEO, and a banner warns you before anything goes out. Group reservations and private events read from the same room list.
Why it matters: Nothing damages a relationship faster than moving a rehearsal dinner two days out. The system catches the overlap while you can still fix it quietly.
What it does: The guest reviews the BEO and signs on their phone. The signature carries an IP address and a timestamp.
Why it matters: A verbal hold is not a booking. A signed BEO with a timestamp holds up when a party of forty shrinks to twelve on Friday afternoon.
What it does: The Revenue tab groups everything you lost by why you lost it, in dollars.
Why it matters: This is the number that changes a policy. If pricing cost you sixty thousand and date availability cost you eight, you know which meeting to call.
What it does: One login reaches every location you own. Switch from the sidebar and your pipeline, BEOs, and dashboard follow you.
Why it matters: You stop asking three managers to email you three reports on three different Mondays.
What it does: Choose an off-site or pick-up terms type and the room setup section swaps out for a Catering Event Order. Delivery address, pack requirements, and drop times replace table diagrams you don't need.
Why it matters: Off-site business dies on missing logistics. The form asks for the address and the drop window before the order leaves your hands.
What it does: When a deal dies, you log why before it leaves the pipeline. Admins control the reason list.
Why it matters: "We lost it" teaches you nothing. "We lost eleven events to minimum spend this quarter" tells you to go look at your minimum.
What it does: Pick a date range and see every menu item committed across every event inside it. Export a pack sheet for the kitchen.
Why it matters: Your chef orders against committed covers instead of a guess. Fewer emergency runs, less waste, and no Saturday where you're forty filets short.
What it does: Invite your team per location as admin, seller, or view-only. Unlimited logins.
Why it matters: Your GM needs visibility. Your part-time coordinator does not need the revenue report.
What it does: Admins edit the event types and lost reasons your team picks from.
Why it matters: Reports work only when everyone chooses from the same list.
What it does: Conversion funnel, forecast against prior year, percentage of time spent in business development, activity scorecard, trend charts, and a written insight banner that reads your numbers back to you.
Why it matters: You find out whether your problem is lead volume, conversion, or follow-through.
What it does: Set your own goal for business development time, conversion rate, and post-event contact.
Why it matters: A benchmark built for a $12M steakhouse means nothing to a $3M neighborhood spot.
What it does: Tax, service fees, and gratuity roll into the total your guest sees.
Why it matters: Sticker shock at the final invoice costs you repeat business.
What it does: A daily email tells you which events need attention today.
Why it matters: Private dining revenue leaks in the gap between the inquiry and the second touch.
What it does: BEOs, proposals, and team invites send from a verified branded domain.
Why it matters: Guest-facing mail that lands in a spam folder costs you bookings you never hear about.
Lay out the room, check capacity, and export a PDF for the team.
Work out food and beverage minimums you can defend.
Track the sales activity numbers that lead to bookings.
Start every event from your own proven template.
Upload your menu and it's built into the system for you.
Send and receive guest email right from the contact record.
Find corporate decision-makers by title and city to fill your pipeline.
Collect deposits and payments online.
WHAT THE MEMBERSHIP ADDS
Log in, build a BEO, hope your team figures out the rest. That's what most platforms leave you with. The Membership trains your team while they use it, on a rhythm that repeats every month.
MONTHLY RHYTHM
A new topic drops: a training video plus a workbook or template your team uses that week.
Topic Q&A: bring your questions on this month's lesson and get them answered live.
Coaching call: your team brings a real booking, contract, or pricing problem and works it live with Kelly.
Sales review: look at the numbers and set the plan for the next quarter.
Every session is recorded and saved in your Training library.
This conversation just added a quarter million dollars to my revenue.
From Kelly's consulting work, before Savvy Circle.
The first six topics follow the way a private dining program actually runs: protect the booking, fill the pipeline, price it right, measure what matters, grow the check, market for more. Then it keeps going, a new topic every month. The library keeps growing, so a new hire can start at the beginning and catch up. It works the same whether you're running one location or five. The skills don't change size, only the number of people who need them.
Hire someone trainable and let the curriculum and the calls do the rest. An "experienced" hire who was never trained on your systems still has to learn your job on shift while you hold your breath. The Membership hands your new hire a curriculum and a coach from their first week.
This is what the Membership adds: a coach for the person taking your bookings.
BUILT BY SOMEONE WHO'S RUN THE ROOM
I'm Kelly Palubiak. I built group sales from scratch at Saltgrass Steak House and grew it 46%, then 60%, in back-to-back years. On a consulting engagement with a two-location Bob's Steak & Chop House group in San Antonio and Austin, I worked inside the restaurants to build their private events program. At the San Antonio location, private events grew from $500K to $720K, 44% year over year. And I took WD Deli, a 30-year-old San Antonio deli, from $550K to over $1.2M in total revenue in a single year as the owner running the program myself. I've worked in restaurants since 2008. I'm based in St. Louis and work with restaurants nationwide.
I've priced the rooms and chased the signed contracts. Savvy Circle is the system I used, now built into software your team can start using today.
WHO THIS IS FOR
You're not booking private events yet. Get your first few on the books, then come back. Savvy Circle works best once there's volume to systematize.
Not the one who signs? Send this to your owner →
The founding rate runs through December 31. Members who join in October also get:
October bonuses apply to Membership enrollments completed by October 31, 2026, 11:59:59 PM CT.
HOW IT WORKS
Join today, or book a 30-minute demo first and see it on your own events.
Add your rooms, menus and minimums. Starter templates are already built in.
Your team follows one process from inquiry to signed BEO. On the Membership, Kelly coaches them live every month.
CHOOSE YOUR PLAN
Founding pricing is for the Membership only: $197/month or $1,997/year, for your first 12 months. That's the same price as Software, with the coach included. Founding members also help shape what ships next, and I'll ask for your honest feedback during your first 30 days.
At $197 a month, the founding Membership costs $2,364 a year. How many private events is that at your average check? Run your numbers →
or $1,997/year, save $367
Everything your team needs to run private dining as a system.
Annual plans include a 14-day full refund on your first purchase. Monthly plans are non-refundable.
or $1,997/year, save $367
The system, plus the coach.
Everything in Software, plus:
Includes training for one person, you or your sales lead. Additional training seats $147/mo.
Annual plans include a 14-day full refund on your first purchase. Monthly plans are non-refundable.
Want to see it first? Book a 30-minute demo.
Secure checkout by Stripe. Cancel anytime from your account. No contract.
QUESTIONS ANSWERED
Savvy Circle is private dining and group sales software, with an optional Membership that adds monthly training and live coaching from Kelly Palubiak. Software gives your team the system: an event pipeline, BEO builder, guest portal, e-signature contracts, floor plans, reporting, and multi-location team management. The Membership adds the coach. You can move from Software to the Membership anytime.
The annual price, plus a monthly VIP call with a smaller group and more time on your specific questions.
Founding rate available through December 31, 2026. Founding members get the Membership for $197/month or $1,997/year for their first 12 months, the same price as Software. You get access right away and help shape what ships next.
The core tools are live today, and every live call and the training library are active from day one. Online payments, the prospect finder, and the members community launch November 1. Until then, deposits are tracked inside each BEO. Founding members' feedback decides what gets refined first. If something isn't working, you tell me directly and it goes to the top of the list.
One 45-minute Kickoff Audit. We do it together on a call, and you walk away with your minimum, your terms and your follow-up list set. That's exactly why the holidays are the time: every party you quote this month either holds your number or it doesn't.
Small is where one mistake hurts the most. If you book even two groups or catering orders a month, one held minimum or one saved no-show covers the membership. If you truly don't take groups or catering, Circle isn't a fit, and I'll tell you that straight.
No. Your menu, your voice and your personality stay yours. Circle just makes the number, the terms and the follow-up the same every time, no matter who answers the phone.
Good, you should. Bring them to a 20-minute call and we'll run your last buyout together so they see the math.
You'd be one of the first. Founding enrollment opened in October 2026, so your email comes straight to me, your feedback decides what ships next, and on the Membership I coach your team live every month.
On the Membership, you bring it to a live group call and work the actual deal with Kelly. On Software, you get email support with a response within 2 business days.
Software is $197/month or $1,997/year. Founding Membership is $197/month or $1,997/year, available through December 31, 2026. Your first location is included, and each additional location is $97/month flat. Software includes unlimited logins at every location. Membership includes training for one person, you or your sales lead. Additional training seats are $147/mo.
Tripleseat and platforms like it organize your inquiries. Savvy Circle organizes them too, and the Membership trains the person answering them: a live coaching call with Kelly every month on your actual deals, a new training topic, and a quarterly sales review. If your current platform has never helped you hold a minimum or close a stuck deal, book a demo and compare them side by side before you renew.
No. That's who Savvy Circle was built for first. If your team can send an email, they can run it, and you can upload your menu and have it built into the system for you. Founding members who join in October also get a 45-minute Kickoff Audit where Kelly sets up the software with you.
No. Savvy Circle enrollment stays open. The founding rate is available through December 31, 2026. After that, new members join at the standard price.
Cancel anytime from Manage billing in your account settings. No contract, no cancellation fee. Annual plans include a 14-day full refund on your first purchase. Monthly plans are non-refundable.
Kelly Palubiak, founder of Savvy Sales Academy. She built group sales at Saltgrass Steak House (46%, then 60% year-over-year growth), worked inside a two-location Bob's Steak & Chop House group in San Antonio and Austin on a consulting engagement to build their private events program (at the San Antonio location, private events grew from $500K to $720K, 44% year over year), and grew WD Deli from $550K to over $1.2M in total revenue in one year as owner. She has worked in restaurants since 2008 and is based in St. Louis.
NOT READY YET?
Work out a food and beverage minimum you can defend.
Open the calculator →Put your own numbers in and see what your private dining program is bringing in today.
Run your numbers →Straight answers on pricing, follow-up, staffing and holiday parties.
Read the playbook →AT A GLANCE
Savvy Circle is private dining and group sales software from Savvy Sales Academy, with an optional membership that adds a new training topic every month, live Q&A and coaching calls with Kelly Palubiak, quarterly sales reviews, and a members community.
Sales software for private dining and group sales, with optional live coaching and training
Restaurant operators, single-location or multi-unit, already booking events and ready to run them as a system
Software $197/month. Founding Membership $197/month for the first year.
Founding rate available through December 31, 2026. Cancel anytime.
The revenue is already in your dining room. Savvy Circle gives your team the system to book it and a coach to help them close it.
Join by Oct 31 to get the Kickoff Audit and a Founding Council seat.
