The Residential Cleaning Lead Intake Form helps independent residential cleaning businesses capture the essential information needed when a new cleaning inquiry is received.
It is designed to organize information about the prospect, property, requested cleaning service, basic home and service conditions, and access requirements before moving to qualification or estimate review.
HOW TO USE
1. Download and Review the Form
Download the complete Residential Cleaning Lead Intake Form and review the sections before using it for a new inquiry.
2. Record Prospect Information
Enter the prospect’s name, contact information, preferred contact method, and lead source.
3. Capture Property Information
Record the service address, home type, bedrooms, bathrooms, approximate home size, occupancy status, and pets in the home.
4. Record the Cleaning Request
Document the type of cleaning service, requested frequency, requested start date, preferred days, main areas of concern, and additional cleaning needs.
5. Review Home and Service Conditions
Record information about the last professional cleaning, current home condition, and household conditions that may affect the cleaning service.
6. Record Basic Access Information
Document the normal entry method, whether someone will be home, and any basic access notes needed for the service.
7. Complete the Intake
Identify any information still needed, record the next action, and complete the Handled By and Date Completed fields.
RESOURCE OVERVIEW
The Residential Cleaning Lead Intake Form includes sections for:
• Prospect Information — Date received, prospect name, phone, email, preferred contact method, and lead source.
• Property Information — Service address, city/ZIP, home type, bedrooms, bathrooms, approximate home size, occupancy, and pets.
• Cleaning Service Request — Requested service type, cleaning frequency, start date, preferred days, main areas of concern, and additional cleaning needs.
• Basic Home & Service Conditions — Last professional cleaning, current condition, household conditions that may affect service, and notes.
• Basic Access Information — Normal entry method, whether someone will be home, and basic access notes.
• Intake Completion — Information still needed, next action, person handling the intake, and completion date.
If you need more than this individual lead intake form and want a broader operating structure for your residential cleaning business, learn more about the Residential Cleaning Business Operating System.