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🧽 GoHighLevel snapshot · Cleaning Services (Residential & Commercial)

Cleaning snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

OverviewSetup guideWalkthroughMini-coursePDF guide ↓
Lesson 1

Install the Snapshot and Brand It for Your Cleaning Company

Lesson 2

Answer Every Quote Request in Seconds

Lesson 3

Book Walkthroughs and Recover No-Shows

Lesson 4

Follow Up on Every Quote

Lesson 5

Reviews, Referrals and Bringing Past Clients Back

Lesson 6

Launch the Recurring Plan Engine

Lesson 1 of 6

Install the Snapshot and Brand It for Your Cleaning Company

Load the snapshot and make every message sound like the cleaning company.

  1. Load the snapshot from Agency view > Account Snapshots > Imported Snapshots
  2. Fill in Settings > Business Profile and confirm the time zone
  3. Complete every value in Settings > Custom Values
  4. Set real offers in Lead Offer, Reactivation Offer and Seasonal Offer
  5. Review the 7 cleaning fields in Settings > Custom Fields
  Settings → Custom Values
Settings → Custom Values
Lesson 2 of 6

Answer Every Quote Request in Seconds

Make sure every form fill and missed call gets an instant, human reply.

  1. Open Sites > Forms > Builder and check the property type, bed/bath and frequency questions
  2. Embed the form on the website's booking page
  3. Review the instant reply and follow-ups in Automation > Workflows > 01
  4. Confirm Workflow 02 missed-call text-back is published
  5. Test with your own phone number
  Workflow 02 · Missed Call Text-Back
Workflow 02 · Missed Call Text-Back
Lesson 3 of 6

Book Walkthroughs and Recover No-Shows

Get walkthroughs booked and make sure they happen.

  1. Open Calendars > Calendar Settings > Free Walkthrough & Quote
  2. Set availability and drive-time buffers
  3. Copy the booking link into Settings > Custom Values > Booking Link
  4. Review the confirmation and reminders in Automation > Workflows > 04
  5. Review the photo-quote option in Workflow 05
  Calendars
Calendars
Lesson 4 of 6

Follow Up on Every Quote

Move every quote through the pipeline until it's won or closed.

  1. Open Opportunities > Pipelines and review the Walkthrough Booked to Won stages
  2. Move a test deal to Quote Sent and watch Workflow 07 start
  3. Add recurring-client values to deals
  4. Point the Workflow 18 stale deal alert to the owner's phone
  5. Clean up the pipeline weekly
  Opportunities → Pipelines
Opportunities → Pipelines
Lesson 5 of 6

Reviews, Referrals and Bringing Past Clients Back

Turn happy clients into reviews and referrals and bring lapsed ones back.

  1. Connect Google Business Profile in Settings > Integrations
  2. Copy the review link into Settings > Custom Values
  3. Review the 4-5 star vs 1-3 star split in Automation > Workflows > 11
  4. Import past clients in Contacts > Import
  5. Tag a test group 'start reactivation' to launch Workflow 14
  Reputation
Reputation
Lesson 6 of 6

Launch the Recurring Plan Engine

Convert first cleans into recurring clients and keep the schedule full.

  1. Filter Contacts by Cleaning Frequency = One-time
  2. Tag recent first-clean and move-in clients 'niche campaign' to start Workflow 21
  3. Set Next Service Due for lapsed clients and tag them 'service due'
  4. Plan the spring and pre-holiday Seasonal Promo dates
  5. Review conversion and review KPIs on the Dashboard weekly
  Contacts
Contacts

Launch your next cleaning client this week

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.