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Gustry

Win + start clients right

Client Onboarding & Proposal System

Quote the home, scope it clearly, and start every client the same way.

13 resources covering a residential cleaning client from first enquiry to a settled recurring account: discovery, walkthrough, quote, proposal, scope, first clean, recurring setup, welcome, access details, change requests, quality recovery and periodic review. Operational documents only — no contracts or legal agreements. Each resource is supplied as an editable DOCX and a PDF, with a Start Here guide.

13
resources
2
file formats
Purchase
ONE-TIME PURCHASE
  • Proposal, quote build sheet and scope of work builder
  • Discovery questionnaire, walkthrough notes and first-clean plan
  • Welcome guide, change requests and client review

Who it’s for

  • Residential cleaning owners quoting new homes
  • Operators rewriting proposals or quotes from scratch every time
  • Businesses losing margin to heavy first cleans and scope creep
  • Owners moving clients onto recurring service

What’s included (13 resources)

  • Residential cleaning proposal template
  • Quote build sheet
  • Residential cleaning discovery questionnaire
  • Home walkthrough notes
  • Scope of work builder (non-legal starting point)
  • First-clean plan
  • Recurring service setup sheet
  • Client welcome guide
  • Access, alarm & pet profile
  • Service change request form
  • Quality concern recovery plan
  • Recurring client review check-in
  • Client file index

File formats: Editable DOCX, PDF.

How it helps

  • Building a quote from scope, labor, travel and margin instead of copying competitors
  • Making inclusions, exclusions and add-ons explicit before the first clean
  • Planning a heavy first clean without wrecking the route or price
  • Handling client change requests and complaints with a documented process
  • Reviewing recurring accounts before small issues become chronic

Frequently asked questions

Are the scope and proposal documents contracts?
No. They are scoping and sales documents. The scope of work builder is a starting point, not legal advice or a substitute for a contract reviewed by counsel.
Who is it written for?
Residential cleaning businesses. The proposal, quote, walkthrough and first-clean documents are written around home cleaning work.
Do I get editable files?
Yes, DOCX for editing plus PDF versions for sending and printing.
Is there a subscription?
No. One-time purchase, with the download link issued after checkout.
Template guidance

Client Onboarding Checklist

A client onboarding checklist covers everything between a signed agreement and productive work: welcome message, kickoff meeting, required assets and access, points of contact, communication expectations, schedule and the first deliverable.

Open Template guidance

Client Intake Form

A client intake form collects the information you need before quoting or starting work: who the client is, what outcome they want, the constraints, budget range, timeline and who decides.

Open Template guidance

Business Proposal Template

A business proposal template gives you a repeatable structure for pitching work: a short summary of the client's situation, your recommended approach, exactly what is delivered, what is excluded, pricing, timeline and the next step.

Open Template guidance

Scope of Work Template

A scope of work document states exactly what will be delivered, what will not, who does what, when each milestone lands and how changes are handled.

Open

Important

General business templates should be reviewed for suitability in your business. These resources are not legal, tax, HR or compliance advice. These resources are general educational and business starting points. Adapt them to your business and consult qualified professionals for legal, HR, tax, safety, compliance or jurisdiction-specific requirements.