Angela Brown Savvy Cleaner Worksheets

Download as doc, pdf, or txt
Download as doc, pdf, or txt
You are on page 1of 7
At a glance
Powered by AI
The key takeaways are that a cleaning worksheet acts as a marketing, progress tracking, and billing tool. It standardizes the cleaning process and captures important client and home details.

The main components of the cleaning worksheet include contact information, a room-by-room checklist, notes sections, a payment section, and miscellaneous sections for supplies, projects, and scheduling.

During the initial walkthrough, the cleaner uses the worksheet to capture notes about areas needing extra attention and details about the home and occupants like pet and child names.

Worksheets

Most house cleaners do not use worksheets so if you use one, you will immediately set
yourself apart from all of the other house cleaners out there. It is a marketing tool, a progress
report, your business card, your invoice and receipt.
Below you will see a three page worksheet. I’ve been using this exact same 3-page worksheet
for 28 years and I still use it to this day because it works.

1. It works because it has


your contact
information at the top.
(Look in the top
header, there’s your
name, your slogan,
your logo, your phone
number and your
email address) If your
clients ever need to
get in touch with you,
all your information is
right there on the
page.

2. It works because you


will show your clients
on your initial walk
through how you
normally operate your
business. You show
them your work sheet
and explain you will be
filling one out each
time you come to
clean. Then have them
walk you through their
house and make notes on your worksheet about areas in their home that need special
attention. Because you are making notes and filling in the blanks, you will know when
you come back, which room was Megan’s room, or which room was Alex’s room. You’ve
made notes that the cat is named Whisper and the dog is named Melancholy. This

SavvyCleaner.com © All Rights Reserved


House Cleaning from Life Long…So you can enjoy the most important things in life.
Angela Brown / 555-555-5555 / [email protected]
information you will transfer to your client contact info in your cell phone once you are
done with today’s cleaning.

3. The check boxes allow you to inspect your own work, so there is never any guesswork
what you have done while you are cleaning a home. You know what you have done, and
so do they. As you do your final inspection, if you’ve forgotten anything, your check list
will remind you.

4. Bottom of page 1, there is a place to write your return time, so you can book the next
visit at your client’s house before you ever leave. This is also where you determine if you
are hired on an ongoing basis – or if you need to refund your client’s money. If they book
you again – they liked you and your work and you’re hired.

5. There are not “EXACT” titles for the rooms, say the house doesn’t have an office but it
does have a music room.
Just cross out the office
and write in “music room”
so you both know what
room you’re talking about.

6. The Notes section on page


3 allows room for you to
make a note. Use the
Notes section to keep your
clients in the loop of your
plans or things you’ve
noticed.

7. The supplies section is for


special needs (supplies
you normally don’t carry).

8. It works because as you


explain your worksheet –
it walks you right through
the rules and regulations
and it answers most of the
House Cleaning from Life Long…So you can enjoy the most important things in life.
Angela Brown / 555-555-5555 / [email protected]
questions they might be asking. It makes the sales process easy. It makes you look
professional.

9. The PAYMENT section bottom of page 3 walks you seamlessly through how you expect to
be paid. And how they can send me money via Pay-Pal if they forget to pay you. There is
also a place there where you can write in the amount they’ve paid, and below it write
the check number or make a note if they have paid you with cash and a handwritten note
that simply says: “Paid. Thanks!” This PAYMENT section becomes their invoice or their
receipt.

10.Your worksheet is an amazing referral tool. It has everything on it that somebody needs
to know about your business. When your client is asked who cleans their house, they will
get this worksheet and pass it along to their friends. (Remember your contact
information is at the top – and all the stuff you do is listed, and all your rules are right
here – and remember most house cleaning companies don’t use worksheets – so Bam!
You just made it really super easy for somebody to refer you, and easy for somebody to
hire you.
House Cleaning from Life Long…So you can enjoy the most important things in life.
Angela Brown / 555-555-5555 / [email protected]
House Cleaning from Life Long…So you can enjoy the most important things in life.
Angela Brown / 555-555-5555 / [email protected]

KITCHEN FORMAL ROOM


 Clean Kitchen counters
 Clean stove tops  General straightening up
 Clean microwave oven  Sweep and mop or vacuum floors
 All cupboard and appliance surfaces cleaned  Dust baseboards, pictures, lampshades,
 Polish furniture knick-knacks, windowsills, furniture, light
 Dust baseboards, pictures, lampshades, knick-knacks, fixtures and other décor.
windowsills, furniture, light fixtures and other décor.  Spot clean walls and windows to remove
 Garbage removal fingerprints and smudges
 Sweep and mop or vacuum floors  Garbage removal

DINING ROOM FAMILY ROOM


 General clean up
 All cupboard and appliance surfaces cleaned  General straightening up
 Polish furniture  Sweep and mop or vacuum floors
 Dust baseboards, pictures, lampshades, knick-knacks,  Dust baseboards, pictures, lampshades,
windowsills, furniture, light fixtures and other décor. knick-knacks, windowsills, furniture, light
 Spot clean walls and windows to remove fingerprints and fixtures and other décor.
smudges  Spot clean walls and windows to remove
 Garbage removal fingerprints and smudges
 Sweep and mop or vacuum floors  Garbage removal

OFFICE / STUDY _____________________ BATHROOM


 Sanitation of showers and bathtubs
 General straightening up  Sanitation of sinks and vanities
 Complete vacuuming in all carpeted areas  Mirrors cleaned
 Dust baseboards, pictures, lampshades, knick-knacks,  Floors vacuumed or mopped
windowsills, furniture, light fixtures and other décor.  Toilets cleaned
 Polish furniture  Garbage removal
 Garbage removal

MASTER BEDROOM MASTER BATHROOM


 Sanitation of showers and bathtubs
 General straightening up  Sanitation of sinks and vanities
 Dust baseboards, pictures, lampshades, knick-knacks,  Mirrors cleaned
 Beds made and linen changed (if linens are left on bed)  Floors vacuumed or mopped
 Complete vacuuming in all carpeted areas  Toilets cleaned
 Garbage removal  Garbage removal

OUR NEXT SCHEDULED VISIT:


House Cleaning from Life Long…So you can enjoy the most important things in life.
Angela Brown / 555-555-5555 / [email protected]

________________________ BEDROOM ________________________ BATHROOM


 Sanitation of showers and bathtubs
 General straightening up  Sanitation of sinks and vanities
 Dust baseboards, pictures, lampshades, knick-knacks,
 Beds made and linen changed (if linens are left on bed)
 Mirrors cleaned
 Complete vacuuming in all carpeted areas  Floors vacuumed or mopped
 Garbage removal  Toilets cleaned
 Garbage removal

________________________ BEDROOM ________________________ BATHROOM


 Sanitation of showers and bathtubs
 General straightening up  Sanitation of sinks and vanities
 Dust baseboards, pictures, lampshades, knick-knacks,
 Beds made and linen changed (if linens are left on bed)
 Mirrors cleaned
 Complete vacuuming in all carpeted areas  Floors vacuumed or mopped
 Garbage removal  Toilets cleaned
 Garbage removal

________________________ BEDROOM ________________________ BATHROOM


 Sanitation of showers and bathtubs
 General straightening up  Sanitation of sinks and vanities
 Dust baseboards, pictures, lampshades, knick-knacks,
 Beds made and linen changed (if linens are left on bed)
 Mirrors cleaned
 Complete vacuuming in all carpeted areas  Floors vacuumed or mopped
 Garbage removal  Toilets cleaned
 Garbage removal

UPSTAIRS HALLWAY FRONT ENTRANCE


 General straightening up  General straightening up
 Dust baseboards, pictures, lampshades, knick-knacks,  Dust baseboards, pictures, lampshades,
windowsills, furniture, light fixtures and other décor. knick-knacks, windowsills, furniture, light
 Garbage removal fixtures and other décor.
 Floors vacuumed or mopped  Garbage removal
 Floors vacuumed or mopped
DOWNSTAIRS HALLWAY
 General straightening up BACK ENTRANCE
 Dust baseboards, pictures, lampshades, knick-knacks,  General straightening up
windowsills, furniture, light fixtures and other décor.  Dust baseboards, pictures, lampshades,
 Garbage removal knick-knacks, windowsills, furniture, light
 Floors vacuumed or mopped fixtures and other décor.
 Garbage removal
 Floors vacuumed or mopped
FRONT STAIRWAY
 General straightening up & dusting BACK STAIRWAY
 Floors vacuumed or mopped  General straightening up & dusting
 Floors vacuumed or mopped
House Cleaning from Life Long…So you can enjoy the most important things in life.
Angela Brown / 555-555-5555 / [email protected]

NOTES about this weeks (or next week’s) cleaning:


_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

SUPPLIES (Things we need for next time):


_________________________________________________________________________________________________

_________________________________________________________________________________________________

_________________________________________________________________________________________________

SPECIAL OR MISCELLANEOUS PROJECTS:


I work by the hour, so miscellaneous projects are welcome. Simply email or text me with your special requests so we can
budget them in to our regular work routine. If we have to trade off – skip a room of your house in order to accommodate
the special project, let me know which room(s) you are trading for.

WORK HOURS:
My normal workdays are Monday through Friday 8:00 a.m. to 6:00 p.m. I do work from a schedule and recommend the
same time and weekday for your cleaning to create consistency and convenience for us both.

ALARM SYSTEMS & KEYS:


It is not necessary to be at home while I’m there cleaning. If you have an alarm, make sure I have the key code so I can
disarm the alarm when I arrive, and set it again when I leave. I’ll need to know where you keep your house key.

RESCHEDULING:
Stuff is going to happen. At one point or another -- for whatever reason, one of us, you or me is going to need to
reschedule our cleaning. Communication is key. Call, text or email as soon as you know there is a conflict and we’ll do our
best to reschedule your cleaning at the next earliest convenience. I will do the same.

SICK POLICY:
If you or your children get sick with a contagious illness (i.e. the flu, a cold, pneumonia, chicken pox etc.) please call and
reschedule your cleaning. Even though I disinfect your house, it is possible that I might transport germs to the next house
or become sick myself. And to be fair to all of my customers I prefer to wait until you are well again. On my end, I may call
in sick as well to protect you and your family.

SATISFACTION:
We aim to please. If for any reason, at any time you are not 100% completely satisfied, please call us immediately at 555-
555-5555 and we will do everything in our power to resolve your concerns or your money back.

PAYMENT: Paying with a credit/debit card, or electronic check through PayPal is secure (and preferred) and leaves an
electronic accounting trail for your records. Simply log on to paypal at: www.PayPal.com and click Send Money, then
send to: [email protected], the amount of today’s services $ _________, Goods and Services and click
send. Cash and Checks are also fine and can be left on the kitchen counter – or you can mail them to me at: Angela
Brown, PO Box 49266, Charlotte NC 28277

THANK YOU FOR YOUR BUSINESS!

You might also like