Free UK tool

First Client Checklist

A practical pre-booking, quoting, payment and follow-up checklist for winning early clients professionally.

Last reviewed: 9 August 2026

Free checklist

First Client Checklist

Work through enquiry, quote, access, payment and follow-up details before the first booking becomes messy. Tick items on this device while planning. No personal data is sent or stored by the site. Next, use the quote template guide.

Progress: 0%

Define service scope and exclusionsConfirm access, parking and petsEstimate time and price with marginSend written quote and expiry dateCollect deposit or payment terms where appropriateSend booking confirmationPhotograph or document agreed pre-clean condition where appropriateSend follow-up and rebooking message

Use case

When this tool helps

Move a first enquiry from message to written quote without missing scope details.
Confirm access, parking, pets, payment terms and exclusions before arrival.
Create a tidy follow-up rhythm for reviews, rebooking and issue handling.

Assumptions

Change the defaults

The checklist supports your process; it does not replace contracts, insurance advice or professional judgement.
Document anything that could affect price, access, safety, cancellation or re-clean expectations.
For higher-risk jobs, pause and get the right insurance, equipment or specialist support first.

Next steps

Use the result in context

Related resource

Turn the enquiry into a written quote

Open this next when you are ready to turn the calculator output into a clearer business decision.

Related resource

Calculate the quote

Open this next when you are ready to turn the calculator output into a clearer business decision.

Related resource

Use editable client message templates

Open this next when you are ready to turn the calculator output into a clearer business decision.

Calculator FAQ

Common questions

What should I confirm before my first cleaning job?

Confirm service scope, address, access, parking, pets, priority areas, exclusions, price, payment terms, cancellation terms and what the client should prepare before arrival.

Important assumptions

These figures are planning estimates. Replace defaults with your own supplier quotes, insurance terms, travel costs, wage costs and tax/accounting advice before making business decisions.