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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