Processing Loyalty Gift Cards ($150 “Gift of Clean”)

Purpose

To process and convert loyalty gift card referrals into paying customers.

Owner

Sales / Customer Service Department

Process Steps

1. Verify the Loyalty Gift

   • Locate the referring customer’s profile in MaidCentral.

   • Confirm the loyalty reward has been triggered (typically at the 6-month recurring service mark).

   • If the client qualifies and the gift form was submitted, proceed even if the record is missing.

     

2. Retrieve Recipient Details

   • Open the loyalty gift form submission.

   • Record the recipient’s:

     • Full name,

     • Email,

     • Cell phone number,

     • Contact source (note: “Loyalty Gift Referral”).

   • Create a lead in MaidCentral with this information.

3. Gift Card Email

   • System automatically emails the recipient a $150 gift card, valid 30 days from the date of receipt, redeemable for a Top-to-Bottom Deluxe Cleaning.
     

4. Contact the Recipient

   • Proactively reach out by phone or text:

     • Introduce the company and mention the loyalty gift from their friend/family.

     • Emphasize the 30-day expiration.

     • Offer to provide a quote and help them schedule service.

5. Prepare & Send the Quote

   • Treat the recipient like any other new lead.

   • Prepare a Top-to-Bottom Deluxe Cleaning quote and apply coupon code “150 loyalty” to credit $150.

   • Send the quote and ensure the acceptance or a record of the sent quote is on file.

6. Book the Service

   • Schedule the Top-to-Bottom Deluxe cleaning.

   • Encourage recurring service if appropriate, but it is not required to redeem the gift.

Key Notes & Tips

• Expiration: The gift card expires 30 days from the send date—highlight this urgency.

• Warm Lead: These are referral leads and typically easier to close.

• One-Time Service Allowed: The gift can be redeemed as a one-time cleaning; recurring service is encouraged but optional.