Client Onboarding Toolkit

The after-yes process for a residential cleaning client: welcome, intake, scope, first-clean checklist, tracker. Editable spreadsheet, instant download.

What it is

The Client Onboarding Toolkit is a 15-tab editable Excel workbook that runs everything that happens after a residential cleaning client says yes to your quote. From their first welcome email through their first clean, the steps you keep meaning to write down are already here.

What's in it

1. Welcome Packet copy

2. Client Terms Worksheet (rebooking, cancellation, key fees, late policy)

3. Booking Confirmation script

4. First-Clean Checklist (room by room, what to confirm before, during, after)

5. Recurring Service Upsell sequence

6. Cancellation Policy (sample, swap your numbers in)

7. Client Tracker

8. First 30 Days Sequence

9. Common Mistakes reference

10. Sample Completed Documents (so you see exactly how it works before you fill in your own)

11. Find & Replace tab (swap business name, contact info, currency in one place)

12. Plus Start Here, What's Included, Who This Is For, and Feedback tabs

What it isn't

Not software. Not a CRM. Not a legal contract. It's a spreadsheet that gives you a repeatable client experience so your tenth client gets the same handoff as your first.

Format

.xlsx workbook, 48KB. Opens in Excel, Google Sheets (with minor formula tweaks), Numbers, and LibreOffice. One file, instant download after purchase.

Disclaimer

Pricing, terms, and policy text in the workbook are samples. Edit to fit your business. Nothing in this product is legal, tax, or insurance advice.

Refund

If it does not help you build a cleaner quote workflow, email hello@cleaningquotekit.com within 7 days of purchase for a full refund. No interrogation.