Most people forget half of what they saw on a walkthrough by the time they sit down to prepare the bid. Details get missed, questions go unasked, and important information gets lost between the site visit and the proposal. This commercial walkthrough packet gives you one clean form to capture every detail on-site, so your bid is accurate the first time and nothing slips through the cracks. Modeled after the packet Serene Clean uses on its own commercial walkthroughs, it turns a site visit into a documented, repeatable process.
Built for cleaning company owners running commercial walkthroughs, this packet prompts you to ask the right questions and note the right details, from contact info to supplies to site access.
What this template does for your team:
- Prompts you to ask the right questions during every walkthrough
- Captures key details so pricing calculations stay accurate
- Documents each space, area and fixture that will require cleaning along with the frequency of service
- Tracks detailed cleaning requirements for every area on-site
What’s inside: A multi-page walkthrough packet with fillable sections for business and contact information, current cleaning status and details, and a full products and more.
Built for: Residential, commercial, and vacation-rental cleaning companies bidding on commercial accounts.
Part of the Sales and Marketing Bundle.
This template is provided for educational and operational use. Review and customize it for your company’s policies before use.
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