Clean Day Housekeeping
Client Manager Training Program
4 Week Training Outline
Week 1 - Part 1
- Our Mission!
- What is a Client Manager? What are your responsibilities?
- What is your earning capacity and how do you reach your financial goals?
- Let’s Get Started
- Clean Day Systems and Software
- Google Drive
- Meet and Greet Training
- On-site Clients Info Template
- Forms for the Client (Post M&G)
- Things to Remember at the Meet and Greet
- Using the Jobber App For Meet and Greets
- Sales Section
Week 1 - Part 2
Clean Day Way Cleaning Training
Week 2
- How to Quote a Job
- Quote Estimators
- Connecteam Training
- How to Quote a Job Appropriately
- Whom Shall I send?
- Employee Database
- Employee Roles and How We Work As A Team
Week 3
- Creating Client Files
- Billing
- How to Fully Manage a Client
- How to Handle Client Complications
- How to Handle Staff Complications
