Made the Sale Checklist

Before Scheduling the Job:

1. Send the Quote via MaidCentral

   • Always click “Send Quote” so we have a record of sharing pricing.

   • Never share pricing without first collecting the customer’s email address.

2. Customer Acceptance

   • Customer verbally agrees to the price and date.

   • Ask for and record any preferred arrival window.

3. Send Guidelines via GHL (Text)

   • Primary goal: Get the customer to sign while on the call by texting the link immediately through GHL.

   • If the client says they want to read the guidelines and contact you later:

     • Let them know you’re happy to wait on the call and answer any questions now (preferred).

     • If they still want time, respectfully agree, and then:

       • Use the built-in GHL follow-up templates to follow up automatically:

         • SMS – Guidelines Reminder – 10 Min After Call

         • SMS – Guidelines Reminder – 2 Hours Later

         • SMS – Guidelines Reminder – Next Day

4. Collect Credit Card

   • Must be added in MaidCentral during booking.

✅ Once All of the Above Are Completed:

• Customer verbally accepted quote

• Quote was emailed via MaidCentral

• Customer signed guidelines (via GHL)

• Credit card is on file in MaidCentral

➡️ Then:

• Pencil in the job by assigning it to “NOT Scheduled” in MaidCentral.

• Notify Scheduling in the Slack #scheduling channel.
  Example: 12/20 Terry Gardner TTB ready to be confirmed – 11am–3pm window if possible

✅ Once Scheduling Confirms the Job:

• Send confirmation text via MaidCentral using the correct template

  • (Templates start with “Conf. -” and vary based on the service booked.)

📧 If This Is an Initial Cleaning of a Recurring Service:

• As soon as the job is added in MaidCentral (even if marked “NOT Scheduled”):

  • The Welcome Email is automatically sent via GHL

  • This includes the Customer Data Sheet link

⚠️ Important Notes for Recurring:

• Only send confirmation for the initial cleaning.

• Do not confirm future recurring visits until the Customer Data Sheet is returned.

• Once recurring service is scheduled (after datasheet is received), recurring confirmations are handled separately.