Pre-Cleaning Walkthrough Checklist for New/Potential Client
1. Client’s Expectations and Preferences
- Discuss the client’s overall expectations for the cleaning service.
- Identify specific areas of concern or high-priority areas.
- Inquire about any preferences for cleaning products or techniques (e.g., green cleaning solutions, hypoallergenic products).
2. Scope of Work
- Clarify which rooms and areas are to be cleaned.
- Determine any areas or items that should not be cleaned or touched.
- Discuss frequency of cleaning (e.g., weekly, bi-weekly, monthly).
3. Special Instructions
- Ask about any delicate or valuable items that require special care.
- Discuss any particular stains or problem areas that need extra attention.
- Understand any specific instructions for handling pets or pet areas.
4. Access and Security
- Confirm the method of access to the home (e.g., keys, security codes).
- Discuss any alarm systems and how to deactivate/reactivate them.
- Identify and understand the use of any security cameras or systems in place.
5. Cleaning Products and Equipment
- Confirm if the client will provide any cleaning products or equipment.
- Ensure clarity on what products and equipment the cleaning service will supply.
- Address any client allergies or sensitivities to certain cleaning products.
6. Time and Schedule
- Establish the date and time for the cleaning service.
- Confirm the estimated duration of the cleaning session.
- Discuss the arrival window for the cleaning team.
7. Pricing and Payment
- Review the pricing structure and any additional fees (e.g., for deep cleaning or special services).
- Confirm the method and timing of payment (e.g., per visit, monthly).
- Discuss any cancellation or rescheduling policies.
8. Health and Safety Protocols
- Explain the cleaning team’s health and safety protocols  (e.g., PPE, sanitization procedures). Personal Protective Equipment
- Inquire about any health concerns or precautions the client has.
9. Feedback and Communication
- Establish the best way for the client to provide feedback (e.g., email, phone, survey).
- Confirm the point of contact for any questions or concerns.
- Discuss how often you will review the cleaning service to ensure client satisfaction.
10. Additional Services
- Inform the client about any additional services offered (e.g., carpet cleaning, window washing).
- Determine if there are any other services the client is interested in now or in the future.
Summary Checklist
- Discuss Client’s Expectations and Preferences
- Clarify Scope of Work
- Identify Special Instructions
- Confirm Access and Security Details
- Review Cleaning Products and Equipment
- Establish Time and Schedule
- Review Pricing and Payment Terms
- Explain Health and Safety Protocols
- Set Up Feedback and Communication Channels
- Inform About Additional Services
By covering these points during the walkthrough, you ensure that both you and the client have a clear understanding of the cleaning service, leading to higher satisfaction and smoother operations.
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