Rapport · 1-2 min
Build connection. Confirm they are ready to talk. Set the 10-minute expectation.
Call Type
Perfect! I would love to learn a little about your home and what you are looking for so I can put together an accurate quote. It usually takes about 10 minutes. Sound good?
Capture
Past Experience · Discovery
Learn what they've used before. What they liked tells you what to match. What they didn't tells you what to fix.
[If yes:] What did you like about them? And what didn't you like? [Listen carefully. Their complaints are your differentiators.]
Used a Service Before?
Their WHY · Discovery
This is the anchor for the whole call. Write it down word-for-word. Use it when they hesitate.
[Listen for the pain point. This is their WHY. Do not interrupt.]
Is there anything specific driving you to look for cleaning help right now?
Pain Points (one per line)
The Home · Discovery
Address and type of clean. This choice drives everything that comes next.
And is this a home we're cleaning, or a commercial space?
Service Details
Walk the Home · Discovery
Go room by room. Don't rush. This determines the quote.
Rooms
Pets
Condition & Frequency · Discovery
Honest condition read. Position recurring as the default. Access plan.
Are you looking for a one-time clean or regular recurring service? [Recurring is the default. Frame it positively: 20% off every clean, same team every time.]
Condition & Crew
Frequency
Add-Ons
Products & Access Notes
Present the Quote · 2-3 min
State the price. Ask how it sounds. Then stop talking.
Breakdown
| Room / Item | Qty | Hrs Each | Total Hrs |
|---|---|---|---|
| Total Job Task Hours (JTH) | 0 hrs | ||
| Per Cleaner (2) | 0 hrs | ||
Close & Book · 2-3 min
They said yes (or close to it). Transition immediately. Don't give them time to second-guess.
Close Checklist
ZenMaid + Post-Call
Copy into ZenMaid. Process the deposit. Move them to “Booked Initial Clean” in GHL.
A La Carte Calculator
Quick quotes without the full flow. Adjust sliders, read the number.
Square Footage Based
Use This For
Commercial ballpark quotes, add-on work for existing clients, move-outs when you just know the hours, same-day quick quotes when you don't need the full call flow. Not a replacement for a proper quote call, but useful for fast numbers.
Settings
Tune times and rates for each clean type. Changes save automatically.
Global Rates
Per Clean Type
Minutes Per Room
Add-Ons (flat min)
Backup
Settings live in this browser. Export before clearing or switching devices.