Capture the details
Keep contact information, property details, preferred communication and cleaning frequency together.
Clear onboarding. Confident first visits.
Welcome every cleaning client with a clear, professional system
Bring client details, service preferences, access information and onboarding steps together in one organised Google Sheets workspace.
Get My Client Welcome Packet for US $17- Two digital downloads
- Works in Google Sheets
- Built for cleaning businesses
Start organised from day one
Give every new client the same clear, thoughtful welcome
A repeatable onboarding process helps you collect the right details, prepare for the first clean and keep client preferences close at hand.
Set expectations clearly
Record service preferences, access information, pets, special requests and useful notes before the first visit.
Follow each step
Use the onboarding checklist to track welcome messages, FAQs, agreements, scheduling and first-clean completion.
Professional without the paperwork pile
Start each client relationship organised
Use one editable system to prepare for the first clean and remember the details that make a client feel understood.
- Client, property and preferred-contact details
- Service preferences, access notes and special requests
- A step-by-step onboarding checklist with dates and status
See what is inside
A closer look at the welcome system
Select any preview to enlarge it and see how the client information and onboarding steps are organised.
Get My Client Welcome Packet for US $17
One-time payment through secure SamCart checkout.
Two useful downloads
What you get
- An editable Google Sheets Cleaning Client Welcome System
- Client, property, contact and cleaning-frequency details
- An onboarding checklist with status and date tracking
- Service preferences, access, pet and special-request notes
- First-visit preparation and first-clean completion tracking
- Bonus First 10 Cleaning Clients guide
Questions answered
Before you buy
What do I receive?
You receive two digital downloads: the Cleaning Client Welcome Packet and the bonus First 10 Cleaning Clients guide. Follow the included access instructions to open and save your editable copy.
Who is this for?
It is designed for independent cleaners and small cleaning businesses that want a repeatable, organised way to welcome new clients.
Can I customise it?
Yes. Save your own copy in Google Drive, then adjust the wording, colours, checklist items and client fields to suit your business.
Do I need Excel?
No. The welcome system is designed for Google Sheets and a free Google account is recommended.
Does it send emails automatically?
No. It is an organisation and tracking system. You decide what to send and when, then record each step in the checklist.
How do I receive the files?
SamCart handles the secure checkout, receipt and digital delivery. Use the download links supplied after checkout to access both items.
How does payment work?
SamCart handles the secure checkout and receipt. The product is currently available through the configured test checkout.
Ready to welcome your next client?
Turn every new enquiry into a clear, professional onboarding process
Keep the details, preferences and next steps together, then use the bonus guide as you work toward your first ten cleaning clients.
Get My Client Welcome Packet for US $17