How Cleaning Businesses Can Manage Leads Without Spreadsheets
A simple 5-step pipeline that automatically follows up, reminds, and requests reviews. No more leads slipping through the cracks.
Sound familiar?
- ✗Someone texts you for a quote, you forget to reply until 3 days later
- ✗You have leads in texts, emails, Facebook DMs, and a random Google Sheet
- ✗You never know which leads are "hot" vs "cold"
- ✗Completed jobs never get review requests
The Simple Lead Pipeline
New Lead
Lead comes in from website, Facebook, or phone
Quote Sent
You send a quote for the cleaning job
Scheduled
Client accepts, job is on the calendar
Completed
Job is done, invoice sent
Review Requested
Ask for Google review
What Gets Automated (So You Don't Have To)
New website lead? SMS confirmation sent in 30 seconds.
If no response to quote, automatic nudge after 24h.
24h and 2h before—SMS reminders reduce no-shows to 3%.
Job done? Automatic "How did we do?" text with Google link.
Why Spreadsheets Don't Work
Spreadsheets are great for tracking numbers, not for managing relationships. Here's what breaks:
- No reminders: You have to manually check the sheet to follow up
- No history: You can't see past conversations with the client
- No automation: Every follow-up, reminder, and invoice is manual
- No mobile: Try updating a Google Sheet while on a job site
The 80/20 of Lead Management
You don't need a complex CRM with 50 features. You need:
- A place where all leads land (website, phone, Facebook → one inbox)
- A way to instantly reply (automated text + email)
- A place to send quotes and get paid
- Automatic reminders before appointments
- Automatic review requests after jobs
That's it. If your system does these 5 things, you're ahead of 90% of cleaning businesses.
How ServiceHub Handles This
ServiceHub was built for exactly this workflow. When a lead comes in:
- They get an instant SMS/email response
- They appear in your Lead Pipeline board
- You send a quote in 2 clicks
- When they accept, it creates a job on your calendar
- Reminders go out automatically
- After the job, a review request goes out
Total time spent on admin? About 2 minutes per lead.
See the workflow in action
Watch how leads flow from website to booked job with zero spreadsheets.
See Live Workflow DemoTakes 3 minutes. No signup required.