Client Manager Training
Week 1 - Part 1
Training 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
- Systems Set Up
- Google Drive – Sheets and Forms
- How To Copy Files in the Google Drive
- The Clean Day Way Housekeeping Training
We at Clean Day have a passion for cleaning and a true love for people! Above anything else, we strive to be the very best service housekeeping has to offer. Not only are we a superior company servicing those who demand a higher standard, but we are the only company to offer this in such a personal way! By providing each client with a Client Manager (Client Concierge), it gives them the feeling of being valued, and that we are truly listening to their needs! You will be the one who provides this service by being the face of the company, the person they trust and connect with, and the one the client really gets to know! Your role is pivotal to our success as a company and standing by our mission. We want to be known not only in Pittsburgh but all over the US, even the world! By standing strong to our vision we have no limits on how far we can go! Our success depends on you and the relationships you build with your clients. With your help, we will continue to beyond our wildest dreams.
Owners and Sisters Jessie B & Kiki Young
What is a Client Manager?
What is a Client Manager
The Client Manager is one of the most important roles in the Clean Day company. You oversee all of the client’s scheduling needs, data gathering, and resolving complications.
You are the one person the clients will call upon with any changes, questions, and concerns.
What Are Your Responsibilities
- Meet and Greets
- Data Entry
- Sending Forms
- Attending Weekly Meeting with CM Team
- Follow-Ups With Clients
- Repeat Scheduling
- Being Responsive
What is Your Earning Capacity?
- Baseline Stipend
- Paid Mileage – .40 per mile
- 5% Commissions on Gross Sales
- Hourly pay for Meet and Greets
Lets Get Started
Systems and Software
Learning the Systems
Throughout your training for this position, you will learn how to use multiple different applications and computer programs. Most of your work will be done and saved into our Google Drive. Alongside the drive, you will spend much of your time using the Connecteam Program. This is the system we use for scheduling and keeping up with client information. Follow these step by step instructional videos that will walk you through the in’s and out’s of the Connecteam software and how you are expected to use this application.
Let's Get Started
It's time to dive in to our software and programs!
We use the Google Suite as our day-to-day storage hub, or in other terms our Clean Day "virtual filing cabinet". In order for you to create, view, and edit files, alongside your fellow Clean Day team members, you will need a Gmail email address.
You will also need to keep your Phone # private but still be able to communicate with clients quickly and easily. This is why you also will be required to have a Google Voice phone number.
Follow each step and then come back to continue your training and learn how to use each function....
Create Your Clean Day Gmail Account
(Example: email@example.com). Go to Gmail.com and click on Sign Up
Download the Google Voice app to your mobile phone
Step # 3
Log in to Google Voice using your new Clean Day email address and create a phone # for your Clean Day client communications
Download the Google Drive to your mobile phone
Log in to the Google Drive with your new Clean Day Gmail address
Save Google Voice, Google Drive and Gmail (logged in to your Clean Day account) in a folder on your phone for easy access and to keep things organized
Create a Gmail Account
Create a Google Voice Phone #
Sheets and Forms
You will have direct access to these Sheets and Forms in the
"Shared With Me" section of your Google Drive
Do Not Fill Out A Google Form Template!
ALWAYS Create A Copy
How To Copy Files In Google Drive
What is Connecteam and why do we LOVE it!
Follow the Connecteam invitation you received via email and/or text message. Download the app to get started!
Navigating The Connecteam App
General Users Manual
Create Your Profile
Navigater Your Job Schedule
Using The Time Clock
The Clean Day Way
The Clean Day Way
Housekeeping Training Program
An important part of your role as a Clients Manager is to know how our housekeepers are trained to clean, what products they use, and how long it might take to clean certain homes.
In order to do this, you too have to experience the Clean Day Way Training Program, just as our housekeepers do. This is a 4 day online and on-site training program for our housekeepers but you are only required to take the online portion.
The Clean Day Way 4 Day Training Program is designed for our Housekeepers, not our Client Managers. You are NOT attending any on-site training and you are not required to take any quizzes at the end of each training.
Read all of the material and watch all the video content for each of the 4 sections of training. You can complete all 4 training sections in one sitting if you prefer. You do not need to follow a time structure to complete this portion of the training.
(No Cleaning Quizzes are Necessary)