Skip to content
Gallery
Performant
Task and project tracker
Cleaners
Checklist Templates (Duplicate for use)
Support Operators
Customers
Inactive Customers
Software & Automation
Meeting Notes
Training program (Airbnb)
Cleaning Supplies
New Business & Marketing
Calling Cheat Sheet
Training
Report Template
Suppliers
Links
Untitled page
Cleaner Priority
More
Share
Explore
Initial Contact:
Potential customers reaching out in any channels (WhatsApp, Phone, Email, Jobber), they will receive a
personalised message
⁠
that includes an
overview of our services
⁠
and explains precisely how we can help them, along with an offer to arrange a call or a meeting
Consultation:
Evaluate the client's requirements, preferences, and specific needs, ensuring all
essential details are gathered.
⁠
⁠
Outline the services offered, tailored to their needs including frequency, and a cost estimate as determined by the initial evaluation.
Offer a step-by-step checklist outlining the journey to their initial clean.




Account Setup and Booking:
Create new client on Jobber platform
Assist in first scheduled booking
Onboarding Tasks:
Issue cleaning contract to customer
Create “New Client” on the Jobber platform
Welcome Email?
What to expect on first clean?
Assess cleaning requirements
Build personalised checklist from this
3D mapping /w Polycam
Note down inventory and storage locations:
Where cleaning supplies are stored
Stock of linen (if laundry needed)
Bed sizes
Service Delivery:

Ongoing Communications & Engagement:

Reviews & Referral Programme:
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.