Cleaning Company Snapshot

📦 What’s Included:

• 8 pre-built calendars to book consultations, recurring cleans, one-time jobs, and team dispatch

• 3 AI-powered chatbots that answer FAQs and book services through web chat, Facebook, and SMS

• 42 custom fields & 4 custom values to track property types, square footage, service frequency, and more

• 13 done-for-you automations to convert leads, confirm appointments, request reviews, and follow up with clients

• 7 email templates for estimates, confirmations, welcome series, and check-ins

• 7 forms for intake, quote requests, job notes, and cancellations

• 3 sales pipelines to track quotes, scheduled cleanings, and repeat clients

• 2 review collection settings connected to Google & Facebook

• 2 branded surveys for post-clean feedback

• 4 trigger links to launch automations or redirect based on client actions

• 6 tags to track hot leads, cancellations, repeat customers, etc.

• 2 text/email snippets for easy outreach

• 1 AI voice agent to call leads who didn’t book and convert them back

• All workflows are color-coded and categorized by job stage

Why It Matters:

Running a cleaning business takes more than just a mop and a calendar. Most companies miss out on revenue because they’re buried in follow-ups, don’t know which leads are hot, or forget to ask for reviews.

This snapshot does all of that for you—while you’re out in the field.

✔ Auto-books new jobs through AI bots
✔ Sends quotes and confirms appointments
✔ Asks for reviews—without you lifting a finger
✔ Nurtures one-time clients into recurring customers
✔ Converts cold leads with AI follow-up

Why It’s Better:

• Built for Cleaning Companies: No more duct-taping CRMs designed for car dealerships or salons

• AI First: Includes chatbots and a voice agent to close deals while you sleep

• Faster Than Hiring: It’s like adding an office manager, dispatcher, and follow-up team—all for one flat price

• Ready Day One: Import and go. Just add your business name and rates.