TechServ Referrals

Referrer Information (Toast Team Member)

Your Name *

Required.

Your Role/Title at Toast *

Required.

Your Email *

Valid email required.

Your Phone Number *

Required.

Region / Territory Covered *

Required.

It’s okay for us to contact the client and mention you.

Client Information

Restaurant Group / Brand Name *

Required.

Number of Locations (approx.)

Primary Contact (Name & Role)

Headquarters City/State

Contact Email

Contact Phone

Technology Environment

What POS system is currently in use?

Toast Aloha Other

Other major platforms in use

Olo R365 7Rooms Other

Referral Context

What prompted the referral? (select all that apply)

Interest in Toast POS but need IT support Struggling with IT support for multi-unit operations Scaling from 10–250+ locations Transitioning from legacy systems Menu Support Project management Other

Decision-maker’s level of urgency

Immediate (30–60 days) Medium-term (3–6 months) Long-term / exploratory

Biggest pain points you’ve heard (select all that apply)

IT Helpdesk support gaps Network or Wi-Fi stability POS implementation support Training and onboarding Other

Additional Notes

Anything that helps us tailor outreach

Submission – Next steps

Keep me in the loop on follow-up

Contact me only if more details are needed

Meeting is scheduled for introductions

Please reach out to the client directly to schedule into the meeting

Send us a referral. We’ll take it from there.

Referrer Information (Toast Team Member)

Client Information

Technology Environment

Referral Context

Additional Notes

Submission – Next steps