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🧽 GoHighLevel snapshot · Cleaning Services (Residential & Commercial)

Cleaning snapshot walkthrough

A guided tour of every pipeline, form and automation, with the actual messages your client’s customers will receive.

OverviewSetup guideWalkthroughMini-coursePDF guide ↓
1 · The big picture

How a lead flows through the system

  1. Capture: the quote form, a missed call or an imported list starts a workflow.
  2. Respond in seconds: SMS and email go out instantly and the team gets an alert.
  3. Book: the Free Walkthrough & Quote calendar confirms and reminds automatically.
  4. Close: estimates and proposals get a 13-day follow-up so nothing slips.
  5. Deliver and delight: the Customer Journey pipeline handles feedback, reviews and referrals.
  6. Reactivate: past customers come back through service-due, seasonal and niche campaigns.
  Dashboard
Dashboard
2 · Pipelines

Three pipelines, named for cleaning

Sales Pipeline

Every new inquiry from first touch to signed job.

New LeadContactedWalkthrough BookedWalkthrough DoneQuote SentWonLostLong-Term Nurture

Customer Journey

Delivery, feedback, reviews and referrals after the sale.

First Clean ScheduledRecurring ActiveClean CompletedFeedback Requested5-Star ReviewedReferral Partner

Reactivation

Turns your old list into booked work with the reactivation campaign.

Campaign SentReplied - InterestedBookedNot Interested
  Opportunities → Pipelines
Opportunities → Pipelines
3 · Forms & fields

Capture the right details the first time

01 · Request a Quote / Booking Request

Main lead form for the website, funnels, ads and QR codes. Starts workflow 01.

02 · Customer Feedback

Private 1-5 rating. Happy customers get the review link; unhappy ones trigger service recovery.

03 · Refer a Friend

Captures referrals and alerts the team to call the new lead the same day.

Cleaning fields included

  • Property Type (House, Apartment / condo, Office, Retail / commercial, Short-term rental)
  • Bedrooms / Bathrooms (Studio / 1 bath, 2 bed / 1-2 bath, 3 bed / 2 bath, 4 bed / 2-3 bath, 5+ bed / 3+ bath)
  • Approx. Square Footage
  • Cleaning Frequency (One-time, Weekly, Bi-weekly, Monthly, Nightly / commercial schedule)
  • Pets in Home (No pets, Dog(s), Cat(s), Dogs and cats, Other)
  • Entry Instructions
  • Move Date

Plus 13 core fields: timeline, budget, preferred contact method, feedback rating, referral details and service dates.

  Sites → Forms
Sites → Forms
4 · Automations

All 21 workflows, step by step

Open any workflow to see its trigger, every step and a sample message. Each one is installed and fully written.

01 · New Lead → Speed-to-Lead + 7-Day Follow-Up

Replies to new cleaning requests instantly and follows up for a week until a quote or walkthrough is booked.

Trigger

Form 01 submitted, or tag 'start lead nurture' added

Steps
  1. Tag new lead
  2. Create opportunity in Sales Pipeline → New Lead
  3. Instant SMS reply with booking link
  4. Instant email: what happens next
  5. Text + email alert to the team
  6. Day 1 SMS follow-up
  7. Day 2 email: why customers choose you
  8. Day 4 SMS: quick question
  9. Day 7 email: close the loop
  10. Move to Long-Term Nurture

Stops when the lead replies

Sample text message:
Hi first name, it's owner name with business name. Thanks for reaching out! I'd love to get you lead offer. Is a quick call today okay, or pick a time: booking link Reply STOP to opt out.
02 · Missed Call → Instant Text-Back

Texts back callers the owner couldn't answer mid-clean so they don't call the next service.

Trigger

Inbound call is busy, no-answer or voicemail

Steps
  1. Text-back within seconds
  2. Create opportunity → New Lead (source: missed call)
  3. Text alert to the team

Runs every time

Sample text message:
Hi, this is business name. Sorry we missed your call, we're probably mid-clean! What can we help with? Reply here, or book a quote: booking link Reply STOP to opt out.
03 · Customer Replied → Hot Lead Alert

Alerts the owner the second a prospect or client replies.

Trigger

Customer replies (SMS, email, chat)

Steps
  1. Tag hot lead
  2. Text the team the reply so nobody waits

Runs every time

04 · Appointment Booked → Confirm + Reminders

Confirms the walkthrough and asks about pets, alarm codes and priority rooms.

Trigger

Customer books on the calendar

Steps
  1. Tag appointment booked
  2. Move deal → Appointment Booked
  3. Confirmation SMS + email with reschedule link
  4. Team alert
  5. 24-hour reminder SMS
  6. 2-hour reminder SMS

Runs for every booking

Sample text message:
You're booked, first name! Your appointment type with business name is set for start time. Need to change it? reschedule link
05 · No-Show → Reschedule Recovery

Rebooks missed walkthroughs and offers a quick photo-based quote instead.

Trigger

Appointment status changes to No-show

Steps
  1. Tag no-show
  2. Sorry-we-missed-you SMS + email with booking link
  3. Team alert
  4. Day 1 rebook SMS
  5. Day 3 final SMS

Stops when they reply

Sample text message:
Hi first name, sorry we missed you for your walkthrough today! No worries at all. Want to pick a new time? booking link
06 · Appointment Completed → Proposal Prep

Thanks the prospect after the walkthrough and reminds the team to send the quote.

Trigger

Appointment status changes to Showed

Steps
  1. Move deal → Appointment Completed
  2. Thank-you SMS
  3. Team alert: send the proposal within 24 hours

Runs every time

Sample text message:
Thanks for having us over, first name! We're putting your quote together now, with recurring and one-time options. You'll have it shortly. - business name
07 · Proposal Sent → Follow-Up Sequence

Follows up on quotes and answers the common first-clean and entry questions.

Trigger

Deal moves to Proposal Sent

Steps
  1. Day 1 SMS check-in
  2. Day 3 email: questions?
  3. Day 6 SMS: hold your spot
  4. Day 13 final email
  5. Team alert if still no answer

Stops when they reply

Sample text message:
Hi first name, did you get a chance to look at your cleaning quote from business name? Happy to adjust the frequency or checklist. Just reply here.
08 · Deal Won → Welcome + Customer Journey

Welcomes new clients and collects entry, pet and priority-room details before the first clean.

Trigger

Deal moves to Won

Steps
  1. Tag customer, remove lead tags
  2. Create Customer Journey deal → Scheduled
  3. Welcome SMS
  4. Welcome email: what happens next
  5. Team alert

Runs every time

Sample text message:
Welcome to business name, first name! We're excited to take this off your plate. We'll confirm your first clean shortly. Save this number for entry notes, skips and questions.
09 · Deal Lost → 30/60/90-Day Nurture

Checks back in with prospects who didn't book and makes a comeback offer.

Trigger

Deal moves to Lost

Steps
  1. Tag lost
  2. Day 30 check-in email
  3. Day 60 SMS
  4. Day 90 email with comeback offer
  5. Move to Long-Term Nurture

Stops when they reply

10 · Job Completed → Feedback Request

Asks how the clean went right after the team leaves.

Trigger

Customer Journey deal moves to Completed

Steps
  1. Move → Feedback Requested
  2. Tag review requested
  3. SMS + email asking for a private rating
  4. Day 2 reminder SMS

Runs every time

Sample text message:
Hi first name, thanks for choosing business name! How did your clean turn out? It takes 20 seconds to tell us: feedback link Reply STOP to opt out.
11 · Feedback Submitted → Review Ask or Service Recovery

Sends happy clients to Google and routes complaints to the owner for a free re-clean.

Trigger

Form 02 submitted

Steps
  1. If rating is 4-5: tag promoter, send Google review link, move → 5-Star Reviewed
  2. If rating is 1-3: tag detractor, apology message, urgent team alert to fix it privately

Runs every time

12 · Happy Customer → Referral Request

Asks satisfied clients to refer friends and coworkers for a credit on their next clean.

Trigger

Tag promoter added

Steps
  1. Wait 3 days
  2. Referral SMS with reward
  3. Referral email with reward

Once per contact

Sample text message:
Hi first name, thanks for the kind words! Know a friend or coworker who could use a cleaner? Send them our way and we'll thank you with referral reward: referral link Reply STOP to opt out.
13 · Referral Received → Thank You + Team Alert

Thanks the referrer and alerts the team to call the new lead today.

Trigger

Form 03 submitted

Steps
  1. Move referrer → Referral Partner
  2. Tag referral partner
  3. Thank-you SMS
  4. Team alert with the friend's name and phone

Runs every time

14 · Database Reactivation Campaign

Brings past clients back with a deep-clean offer.

Trigger

Tag 'start reactivation' added (bulk-tag an imported list)

Steps
  1. Create Reactivation deal → Campaign Sent
  2. SMS 1: still looking for help?
  3. Day 2 SMS: past-customer offer
  4. Day 5 email offer
  5. Day 10 last-call SMS
  6. Remove the campaign tag

Stops when they reply

Sample text message:
Hi first name, it's owner name from business name. It's been a while! Would a fresh deep clean help right now? Reply STOP to opt out.
15 · Invoice Sent → Payment Reminders

Sends polite reminders on unpaid cleaning invoices and flags accounts for a call.

Trigger

Invoice sent

Steps
  1. Wait 3 days
  2. Friendly SMS reminder
  3. Day 6 email reminder
  4. Day 10 team alert for a personal call

Payments workflow (16) stops it when the invoice is paid

16 · Payment Received → Thank You

Thanks the client and clears the past-due tag.

Trigger

Payment received

Steps
  1. Tag customer, remove past-due tag
  2. Thank-you SMS
  3. Team alert

Runs every time

17 · Birthday → Gift Offer

Sends a birthday text with a free add-on to recurring clients.

Trigger

Contact's birthday (date of birth on file)

Steps
  1. Birthday SMS with gift offer
  2. Birthday email

Yearly

18 · Stale Deal Alert (7 Days No Movement)

Alerts the owner when a quote has gone a week without movement.

Trigger

Sales Pipeline deal idle 7+ days

Steps
  1. Text + email alert to the team

Runs every time

19 · Service Due → Rebook Reminder

Reminds clients when they're due for their next clean based on their usual frequency.

Trigger

Tag 'service due' added

Steps
  1. Service-due SMS with offer
  2. Day 3 email
  3. Day 7 final SMS
  4. Remove the tag

Stops when they reply

In cleaning: A past client is due for their next clean based on their usual frequency, or a one-time client is ready for another deep clean (typically 3-6 months later). Set Next Service Due and add the 'service due' tag.

Sample text message:
Hi first name, it's business name. It's been a few weeks since your last clean. Want to get back on the calendar? Book now and get service due offer: booking link Reply STOP to opt out.
20 · Seasonal Promo Campaign

Runs a spring or pre-holiday deep-clean promotion to the full list.

Trigger

Tag 'seasonal promo' added

Steps
  1. Offer SMS
  2. Day 2 email
  3. Day 5 last-call SMS
  4. Remove the tag

Stops when they reply

In cleaning: Spring deep-clean promotion, sent in March and April. Reuse in October and November as a pre-holiday deep clean by changing the Seasonal Offer value.

Sample text message:
Hi first name, business name here. Spring cleaning season is here: seasonal offer. Want a spot? Reply YES or book: booking link Reply STOP to opt out.
21 · First Clean to Recurring Plan Conversion

Invites one-time, deep-clean and move-in clients to lock in a recurring weekly or bi-weekly slot.

Trigger

Tag 'niche campaign' added

Steps
  1. Niche SMS
  2. Day 2 email
  3. Day 5 follow-up SMS
  4. Remove the tag

Stops when they reply

In cleaning: Converts one-time, deep-clean and move-in clients into weekly, bi-weekly or monthly recurring plans. Trigger it 1-3 days after a first clean while the home still looks its best. This is the most valuable campaign because recurring clients are where a cleaning company's steady revenue and schedule stability come from.

Sample text message:
Hi first name, owner name from business name. Hope you're enjoying the clean! Want to keep it this way? We can hold a regular weekly or bi-weekly spot at our recurring rate. Reply YES for details. Reply STOP to opt out.
  Workflow 01 · Speed-to-Lead
Workflow 01 · Speed-to-Lead
Workflow 01 in the builder
  Workflow 14 · Reactivation
Workflow 14 · Reactivation
Workflow 14 · reactivation campaign

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.