Cleaning Client Onboarding Packet (2026)

Subject: Welcome to [Your Company Name] — Everything You Need for Your First Clean

Hi [Client First Name],

Welcome to [Your Company Name]! We're excited to take care of your home, and we want to make sure your experience is great from day one.

Here's what you need to know before we arrive:

Your first clean is scheduled for:
[Day], [Date] at [Time]
Your cleaner: [Cleaner Name] — [optional: brief intro, e.g., 'Sarah has been with our team for 3 years and specializes in residential deep cleans']

What to expect on your first visit:
Your first clean is a deep clean. This means it will take longer than a regular maintenance visit — typically [X–X hours] for a home your size. We'll be thorough on every surface, corner, and fixture. After this visit, your recurring cleans will be faster and more efficient because we're maintaining a clean baseline.

How to prepare:
• Clear countertops of small items you'd like us to clean around
• Secure pets in a room, crate, or outside during the clean
• Let us know about any fragile or valuable items you'd like us to avoid
• Ensure access to all rooms you'd like cleaned

How to communicate with us:
Best way to reach us: [SMS / Email / Phone] at [Contact Info]
For scheduling changes: please give us [48 hours] notice where possible
For urgent issues: call [Phone Number] and we'll respond within [X hours]

Our guarantee:
If anything doesn't meet your expectations after a clean, let us know within [24 hours] and we'll come back to re-clean the area at no charge. Your satisfaction is our standard.

Attached to this email you'll find:
• Access + entry instructions sheet (please fill in and return before your first visit)
• What to expect on your first clean
• Your client preference form (fragrance, pets, areas of focus)

We look forward to taking great care of your home.

Warm regards,
[Your Name]
[Your Company Name]
[Phone] | [Email] | [Website]

[YOUR COMPANY NAME] — CLIENT ACCESS INSTRUCTIONS
Client Name: [Client Full Name]
Service Address: [Address, City, State, ZIP]
Date Completed: [Date]

ENTRY METHOD
□ Lockbox — Location: __________ | Code: __________
□ Key provided to company — Key tag / ID: __________
□ Client will be home
□ Garage code — Code: __________
□ Other: __________

ALARM SYSTEM
□ No alarm
□ Alarm present — Disarm code: __________ | Panel location: __________
Re-arm on exit? □ Yes □ No
Alarm company name: __________ | Contact number: __________
Special instructions: __________

PARKING
Crew may park: □ Driveway □ Street □ Designated spot — #: __________
Parking notes: __________

PETS
Pets in home? □ No □ Yes
Pet name(s): __________
Pet type(s): __________
Pet location during clean: □ Outside □ Crated □ Specific room: __________
Notes (behavior, fears, do not let out): __________

SPECIAL ENTRY INSTRUCTIONS
Gate code (if applicable): __________
Building access / intercom (if applicable): __________
Elevator instructions (if applicable): __________
Other notes: __________

AREAS OFF-LIMITS
Please list any rooms or areas the crew should NOT enter or clean:
__________

EMERGENCY CONTACT
Name: __________ | Relationship: __________ | Phone: __________
(In case we are unable to reach you during the service visit)

Client Signature: _________________________ Date: __________

[YOUR COMPANY NAME] — WHAT TO EXPECT ON YOUR FIRST CLEAN

Your first clean is a deep clean.
We start every new client relationship with a thorough deep clean of your home. This takes longer than a regular visit — typically [X–X hours] depending on your home size and current condition. We want to establish a clean baseline so every future visit is a maintenance clean, not a catch-up.

What we clean on every visit:
• All bathrooms: toilets, sinks, showers, tubs, mirrors, floors
• Kitchen: countertops, stovetop exterior, sink, appliance exteriors (microwave, fridge outside), cabinet fronts
• All bedrooms and living areas: dusting, vacuuming, mopping, surface wiping
• Common areas: hallways, entry, stairs
• Floors throughout: vacuum carpets, sweep and mop hard floors

What we do not clean by default:
• Inside the oven (available as an add-on — ask us)
• Inside the refrigerator (available as an add-on)
• Inside cabinets or drawers
• Laundry or dishes
• Exterior windows
• We do not move heavy furniture
• We do not clean areas with visible mold or hazardous materials

After subsequent (maintenance) visits:
Once the deep clean baseline is established, your regular visits are maintenance cleans. These are faster and focus on keeping your home at the standard we set on the first visit.

How to give feedback:
If anything doesn't meet your expectations, please let us know within [24 hours] of your clean. Contact us at [Phone / Email]. We will schedule a re-clean of any area that did not meet our standard at no charge. We take feedback seriously and use it to improve.

Our re-clean policy:
We stand behind our work. If you notify us within [24 hours] of a completed clean, we will return to address any concerns — no questions asked.

[YOUR COMPANY NAME] — CLIENT PREFERENCE FORM
Client Name: [Client Full Name]
Service Address: [Address]

FRAGRANCE PREFERENCE
□ Unscented products only (sensitive / allergy household)
□ Light fragrance acceptable
□ Standard scented products are fine
Notes: __________

CLEANING PRODUCT PREFERENCES
□ No preference — use your standard products
□ Eco / non-toxic products preferred
□ We provide our own products — please use ours (location: __________)
Products to avoid: __________

PET INFORMATION
Pet name(s): __________
Pet type(s): __________
Behavior notes (friendly, anxious, do not let outside): __________
Pet location during clean: __________

ALARM INSTRUCTIONS
Disarm on entry: □ Yes □ No — Code: __________
Re-arm on exit: □ Yes □ No

OFF-LIMIT ROOMS OR AREAS
Please list any rooms, areas, or items you do not want touched:
__________

PRIORITY AREAS
Areas you'd like us to pay extra attention to:
__________

SPECIAL INSTRUCTIONS
Anything else we should know about your home or preferences:
__________

PREFERRED CONTACT METHOD
□ SMS / Text — Number: __________
□ Email — Address: __________
□ Phone call — Number: __________
Best time to reach you: __________

Thank you for completing this form. We'll keep it on file and reference it before every visit.

Client Signature: _________________________ Date: __________