Serving Washington DC, Maryland & Virginia

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Entering leads and sending an estimate

All leads should be added to Jobber even when they consider us too high, will call back, shopping around, etc. 

  • Always qualify the customer first (do we service the zip code, what type of service do they want, etc)
  • Make sure to get a First/ last name, email address, and phone number, source, zipcode, for the lead you are creating (If they don’t provide an email address still add them with the info you got)
  • Change the source
  • Add your name as the sales person
  • Make notes on the profile about the conversation
  • If they say our price is too high, found another company, will call when ready please CLOSE the lead and choose a drop down accordingly
  • If you see a lead that is in our system more than once → go to CRM → LEADS → Type the name of the duplicate lead → ACTION → DELETE LEAD
  • Google local: add the name, add detailed notes, and add them to SA. (change the source to google local, close the lead if it applies)
  • Angie’s list/home advisor/next door: Call the lead, fill out the form with the information provided from angie’s list/home advisor, nextdoor change the source
  • Yelp: send a message to the lead by clicking “ask a question” ask when is the best time to call, etc. add them to the system if you at least have the name and number
  • Tawk: verify if the lead is in Jobber
  • Email / Inbox: (email leads) type in the name and contact info into Jobber, call the lead immediately


Client Onboarding Checklist


  • Initial Request (Intake form from website- auto added to Jobber/Keap)
  • Respond (within 24 hours), same way they reach out or text to set up time to talk
  • Ask Qualifying questions
    • One time or recurring?
    • Size of home?
    • How soon do you need the cleaning?
    • Pets/ #ppl in the house?
  • EMAIL QUOTE to client. Attach Ecoverde Maids Brochure and Policy Procedures in the QUOTE (Find in Welcome Package Folder)
  • Client Approves Quote
  • Check the Master Schedule to see availability
  • Add to Master Schedule

–     Select OT/RECURRING

–     Job Title : Write the frequency   OT/BW/W/M

                  –     Assign Date/ Assign Cleaner

  • Add Tag: Zone, Frequency, Active, Cleaner 
  • Update NOTES
  • Update pricing/ Referred By/ Add coupons if needed
  • UPDATE KEAP (Set to One Time OR RS Customer). Find customer – Click in the 3 dots More – Change forms- Make this contact a RECURRING CUSTOMER 
  • Follow Up after first cleaning
  • 3 Month check-in
  • See 30 days of WOW (This is an automation campaign in Keap)
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