What you'll get from this guide
- Pre-bid walkthrough structure for site information, zones, floor types, logistics, exclusions, and pricing notes
- Built for commercial cleaning sales visits before the proposal goes out
- ServiceHub hook for turning walkthrough notes into contract scope, site records, and recurring account setup
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Printable pre-bid walkthrough sheet. No email required.
Disclaimer
This template is provided for general informational purposes only. Legal, tax, and regulatory requirements vary by business and jurisdiction, so you are responsible for reviewing and adapting it before use. LeadDuo makes no warranties and is not liable for outcomes resulting from use of this template.
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What this walkthrough checklist is for
Use this before the quote is finalized, not after the work is done. The purpose is to walk the site with the prospect, turn vague building descriptions into real scope, and capture the details that most underbid operators miss.
A good walkthrough checklist reduces three problems at once: underpricing, scope disputes, and handoff mistakes between sales and operations.
What is included in the template
- Site information and account context
- Zone-by-zone walkthrough table with area notes and suggested frequency
- Floor types and special-surface notes
- Access, logistics, and storage questions
- Exclusions and out-of-scope notes
- Internal observations and pricing notes
- Internal estimate section for monthly pricing assumptions
How to use it during a bid walkthrough
Walk the site with the decision-maker if possible
You want the person who can confirm scope boundaries, not only the person opening the door.
Record each zone separately
Do not collapse the whole building into one note. Lobbies, breakrooms, restrooms, open office, and restricted areas drive labor differently.
Write down exclusions while you are standing there
If a room, task, or special request needs separate pricing, capture it before the proposal leaves your inbox.
Turn walkthrough notes into a scoped proposal quickly
The longer the notes sit in someone's head, the more likely the final quote drifts away from what was actually seen on site.
Best uses for this checklist
| Use case | Who uses it | Main objective |
|---|---|---|
| Pre-bid site visit | Owner, estimator, or sales lead | Capture scope, exclusions, and pricing assumptions |
| Competitive re-bid | Operations or account lead | Identify hidden work the incumbent may already be absorbing |
| Sales-to-ops handoff | Sales lead plus operations manager | Make sure the accepted scope survives the contract start |
This is distinct from an inspection checklist. Inspection is QA after service. Walkthrough is scope discovery before pricing.
FAQ: Commercial cleaning walkthroughs
Is this the same as a commercial cleaning inspection checklist?▼
Should pricing be written on the walkthrough sheet?▼
Can this be used for medical or industrial facilities?▼
Turn walkthrough notes into a repeatable commercial workflow
ServiceHub can carry the same walkthrough details into site records, contract scope, recurring schedules, and Proof Pack accountability so sales and operations are working from the same source.
- Store walkthrough notes and photos on the site record
- Move accepted scope into recurring contract setup
- Keep exclusions visible after the contract starts
- Tie execution records and Proof Pack back to the agreed scope
Read the full guide
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