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Your business

Chapter 1 · Learn the Trade

Business name

Trade

House Cleaning

Starting point

Not picked yet

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Services you'll offer

None yet. Pick them in "What you'll do".

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Startup kit

Chapter 1 · Learn the Trade

Still to get

Vacuum with HEPA filter · from $60–$120

Still to get

Flat microfiber mop frame with telescoping handle · from $15–25

Still to get

Extension pole with microfiber duster head · from $10–$20

The full day-one kit is 30 items, from about $249 at the value tier. See the kit

Skills

Chapter 1 · Learn the Trade

Skill 1

Building Your Cleaning Caddy and Vehicle Kit

Start the lesson

Skill 2

Choosing and Using Cleaning Chemicals Safely, Mixing Hazards and SDS Reading

Start the lesson

Skill 3

Microfiber Color-Coding System

Start the lesson

Mark skills as learned in each lesson. With a free account they show up here.

Make it official

Chapter 3 · Make It Official

Business name checked and chosen

Business structure registered with your state

EIN from the IRS

Separate business bank account

Licenses and permits at every level

Insurance: liability, plus auto and workers' comp when they apply

Covered in Chapter 3. Already done some of these? Tick them now.

Booking, invoicing and books

Chapter 4 · Work Smarter

Bookkeeping set up

Booking and invoicing

Take card payments

Covered in Chapter 4. Already done some of these? Tick them now.

Prices

Chapter 5 · Pricing

Your floor worked out: pay, taxes, materials and your share of monthly bills

Three options on every quote (good, better, best)

Estimate visits and materials are paid for, not given away

Change-order line on your quote template

Yearly price review on the calendar

Covered in Chapter 5. Already done some of these? Tick them now.

Getting clients

Chapter 6 · Get Clients

Google Business Profile live

Simple website or booking page

Neighborhood presence

Covered in Chapter 6. Already done some of these? Tick them now.

Closing the deal

Chapter 7 · Close the Deal

Practiced the first call until it books

Quote template with a deposit that holds the date

Follow-up schedule for every open quote

Covered in Chapter 7. Already done some of these? Tick them now.

Operations

Chapter 9 · Operations

Run sheet written: load-out, arrival and finish lists

Paid before you leave the job

Restock list counted in jobs, with a second store

A plan for bad days: weather, breakdowns, sick days, no-shows

Five numbers logged every week

90-day operations tune-up on the calendar

Covered in Chapter 9. Already done some of these? Tick them now.

Money

Chapter 10 · Money Management

Startup budget, break-even and how every payment gets split. Set this in Chapter 10

Customer service

Chapter 11 · Customer Service

Messages at every moment: booked, reminder, on the way, delays, done, check-in

Protection kit on every job

Change orders in writing before any extra work

A recovery plan and an on-the-spot limit for fixes

Walk-through and cleanup before you leave

Two-day check-in and a review ask for every customer

Service promise written down: redo window, refunds, what you won't do

Covered in Chapter 11. Already done some of these? Tick them now.

Loyal customers

Chapter 12 · Loyal Customers

A reminder goes out before every customer is due again

A review request after every job, to every customer

A maintenance plan with one clear monthly price

A card for every customer: access, preferences, next due date

A booking link in every invoice, text and signature

A give/get referral offer you mention at every walk-around

Covered in Chapter 12. Already done some of these? Tick them now.

Your team

Chapter 14 · Build & Lead a Team

Ready to hire: steady demand, written steps, two weeks of payroll saved

Full cost of the first hire counted, workers' comp quote included

Decided: employee or contractor

Paid trial day with a scorecard

Day-one kit ready: steps, safety, uniform, vehicle, customers

Pay ladder with a clear way to earn more

Weekly 15-minute huddle on the calendar

Covered in Chapter 14. Already done some of these? Tick them now.

Systems independence

Chapter 15 · Systems Independence

Vacation test done: you know what breaks without you

Playbook: every area written, tested by someone else

Rules with limits the crew uses without calling

Five-number scorecard read every week

Owner wage separate from profit; manager pay tied to profit

Two people can do every critical job

Reminders, invoices, reviews and reorders run on their own

Step away: a day, a week, two weeks, then four

Quarterly board review with your manager and accountant

Covered in Chapter 15. Already done some of these? Tick them now.

Your road: sell, keep or multiply

Chapter 17 · The Fork in the Road

Three years of clean books, personal costs taken out

Key people have reasons to stay

No customer is a big slice of revenue

More revenue on plans and contracts

An opinion of value from someone who sells businesses like yours

A plan for where the money goes

Covered in Chapter 17. Already done some of these? Tick them now.

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