Client Guidelines Template

Description

Clear, well-written Client Guidelines are one of the most powerful documents a cleaning business owner can have. They set expectations, protect your team, and give new clients everything they need to know before day one. This Client Guidelines Template gives you a comprehensive, professionally worded document covering every policy that comes up in your business, from cancellations to pets to payment. Modeled after the exact guidelines Serene Clean uses with its own residential clients, it hands your new clients a document that reflects the professional business you have built and gives them confidence in what to expect.

What this template does for your team

• Sets clear expectations before day one so your team walks into every home fully prepared
• Protects your business with documented policies on safety, damage, and access
• Communicates warmth and professionalism from the very first document a client signs
• Creates a signed record you can reference throughout the client relationship

What’s inside

A comprehensive Client Guidelines document covering company introduction, expectations, preparation, cancellations, weather policy, service details, breakage, home access, pets, safety, smoke-free policy, pricing, insurance, payment, non-solicitation, satisfaction guarantee, and more.

Built for cleaning companies onboarding new residential clients.

Part of the Client Experience & Agreements Bundle.

This template is provided for educational and operational use. Review and customize it for your company’s policies before use.