Onboarding · Question pages

How to Onboard a Cleaning Customer

Quote to job-complete in under 7 days. Postcard scan, portal customization, deposit, three SMS touches, day-of crew, before/after photos, recurring annual ask. Here's the whole pipeline.

The short answer: Cleaning is a same-week service, not a 6-week construction project. The onboarding pipeline runs 1-7 days from postcard scan to job wrap. The single highest-leverage step is the recurring annual ask at job completion — 30-45% convert.

The full pipeline — 8 stages

  1. Postcard scanned. QR code on the mailed render lands the homeowner on a portal page showing their house cleaned. ~$1 per piece mailed via Lob.
  2. Portal customization. Homeowner toggles services (drop the roof, add windows), sees the bundle math update in real time.
  3. Deposit paid. $50 flat or 10% of the quote, whichever is larger. Stripe Connect routes to the installer's bank.
  4. Booking confirmation SMS. Fires immediately. Date, arrival window, prep instructions (move patio furniture, unlock side gate, etc).
  5. Day-before reminder SMS. 5pm the day before. Same details, plus the day-of crew lead's name.
  6. Day-of arrival SMS. When the crew is 15-30 minutes out. Sent by the lead tech from the field.
  7. Completion photos + receipt. Texted within 5-10 minutes of job wrap. Same elevation before + after, side by side.
  8. Recurring annual ask. On-site, at completion, with the photos in hand. "Want us same time next year, same crew, 15% off?" Tap one button in the Clean Launch CRM to set the card and the auto-schedule.

Why same-week service matters

Cleaning isn't a 6-week-lead-time category. Roofing, pool building, and lighting installs all run on weeks-out scheduling because they involve permits, materials, or crews booked solid. Cleaning crews can usually fit a new bundle within 3-5 days. Homeowners expect this — telling someone "we'll see you in 3 weeks" loses 30-40% of those bookings to the next mailer that lands. Cluster your crews by neighborhood and keep the calendar 5-7 days deep, no more.

The recurring annual ask — the highest-leverage moment in the business

30-45% of first-time customers say yes when asked at completion, on-site, with the before/after photos already texted. The economics:

That's the math that makes a $32-per-$1 mail return possible. The mailed postcard pays for itself on the first job; the recurring book is where the actual business gets built.

Three things that kill onboarding

Postcard scan to job complete in under 7 days.

Free account, free rendering, Stripe Connect deposits, three SMS touches baked in, $1 per mailed postcard. Dave refunds your campaign spend personally if it doesn't work.

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