BnB Client Onboarding Checklist

Onboarding of client

Intro phonecall

Client name, address, phone number added to Zenmaid

Linen / Laundry service required?

Set date for physical property onboarding

Send Welcome email (Includes onboarding steps, and equipment / products list, contract)

Contract signed

Physical Onboarding of Property (3D scan)

Put manual together & share with client for approval

Set up automatic payments

Set up first drop of products (set up recurring refills)

Add client to project management software, set up recurring sessions, and assign a cleaner

Meet with client as phonecall? Or create a form? (Meeting seems less admin for client, maybe we let client choose).

Physical Onboarding of Property

Keys/Access

Note any special instructions on how to find the clients property / how to get access

Eg. Lockbox & lockbox pin, or gate codes

Get a spare set of keys (do we need to cut a new set?)

Attach airpod keyring with airpod

Make sure airpod is tracking correctly and update information with clients name

Linen

Note preferred laundry service: linen hire / Own linen

Note how many beds and which sizes

Note how many sets for each bed

Note how many bath & hand towels? Note bathmat requirements (min 1 per bathroom per stay)

Note Kitchen linen (Min 2 x Kitchen towels required per stay)

Restocking / Inventory

Note the restocking requirements for each and where is backstock stored

Toiletries & loo paper

Cleaning Products

Kitchen consumables

Any other single use consumables (eg firewood)

Repeat Services ?Water plants?

General

Note: How many hours of cleaning they requested vs what is required to do a good job

Which rooms do they want cleaned:

Number of living spaces?

Number of bedrooms?

Number of bathroom?

Office?

Gym?

Other spaces??Preferences for tidying things away

Note items that require special care

Note any other special instructions for the home

Identify which cleaning equipment client has & what is needed / missing

Identify ways to wow

3D scan of the home & photos

Take scans of each room that will be cleaned?Label each room with a logical room name (correspond to clients names for rooms)

Note how client likes soft furnishings styled - eg how pillows on bed should be arranged and where decorative pillows and throw in living space should be (Take photos for manual)

How client prefers beds to be styled (Take photos for manual)

Take a photo of the washing machine and the settings on the washing machine

Take a note of the model name and number of the washing machine

Take a photo of the tumble drier and the settings on the machine

Take a note of the model name and number of the machine

Take a photo of the dishwasher and the settings on the machine

Take a note of the model name and number of the machine

Test the wifi in each room, test all corners of the room

Note any areas that receive no or bad signal

Note where we may plug our devices in for charging

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