Rapport · 1-2 min
Build connection. Confirm they are ready to talk. Set the 10-minute expectation.
Call Type
Perfect! I'll ask a few questions about your home, your priorities, and any concerns — that helps me build your estimate and check availability. It usually takes about 10 minutes. Sound good?
Capture
Service Area · Verify First
Confirm the address before continuing. The app assigns the route zone and travel fee automatically.
Address
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)
Recurring & Day · The Pre-Close
Both of these come BEFORE home discovery. A committed day = a committed buyer.
[Recurring is the default. Frame it positively: 20% off every clean, same team every time. This must be asked before pricing.]
[Get a day before anything else. You will confirm this exact day at the close: "Tuesday is still open — let me get that locked in."]
Preferred Day & Time
The Home · Discovery
Address and type of clean. This choice drives everything that comes next.
And roughly how many square feet are we working with?
Service Details
Walk the Home · Discovery
Go room by room. Don't rush. This determines the quote.
Rooms
Pets
Condition & Extras · Discovery
Honest condition read. Add-ons. Access plan. Frequency was locked back in Step 5.
Condition & Crew
Frequency
Add-Ons
Products & Access Notes
Present the Quote · 2-3 min
Value before price — scope recap AND inclusions in ONE breath, then the number. 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.
A lot of our whole-house clients find biweekly keeps it consistently clean — want me to show you both options?
2. What are your thoughts on the price?
3. If they said "your call" — what would YOU do?
4. Here's what I can do for you...
5. Refundable deposit close — zero risk.
6. Does that feel fair? → STOP TALKING.
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.