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Proposed use case · Cleaning services

Cleaningly: from cleaning enquiry to the next contract

A practical plan for connecting a cleaning enquiry, site inspection, proposal and ongoing service, using Cleaningly as the example business.

About this case study

This is a proposed workflow. Cleaningly’s adoption of RealBoss and any resulting revenue or conversion gains have not been verified.

The business context

The supplied Cleaningly growth brief describes a Melbourne cleaning business serving residential and commercial customers, including offices, clinics, retail premises and warehouses.

A commercial enquiry may need a site inspection and tailored proposal before anyone can confirm the work. This plan explores how to keep the details, owner and next action clear through that journey.

RealBoss’s website, CRM and booking tools are areas to evaluate for the plan. The proposed automations, invoicing and renewal steps need their own configuration and capability checks before use.

Six handoffs to make clear

Each stage has a person, a decision and a next step. These are proposed operating practices, not a record of a completed Cleaningly implementation.

  1. Step 1

    Help the right visitor enquire

    Explain the cleaning service, coverage and next step on the landing page. Separate an office inspection request from a residential booking enquiry.

    Next step: A visitor can check whether the service fits.

  2. Step 2

    Capture enough to respond

    Ask for the site location, facility type, cleaning frequency and a reply contact. Explain what happens after submission and collect only the details needed at this stage.

    Next step: An enquiry is ready for a person to review.

  3. Step 3

    Give the enquiry an owner

    Review service fit, location and timing. Assign a person to respond, record missing information and agree the next action. An automated acknowledgement alone is not a meaningful response.

    Next step: A named person is responsible for the next step.

  4. Step 4

    Move from inspection to proposal

    Arrange a site inspection where needed, record the scope and prepare a proposal. Agree when to follow up and stop reminders when the customer replies or declines.

    Next step: The customer knows what is being offered and how to decide.

  5. Step 5

    Confirm and hand over the work

    After acceptance, confirm the service details and pass the agreed scope to the delivery team. Keep an enquiry, an accepted proposal and a confirmed booking distinct.

    Next step: The team has the details needed to deliver the agreed work.

  6. Step 6

    Review the ongoing relationship

    Check service quality, invoice status and renewal timing. Discuss repeat work or additional services only when relevant to the customer.

    Next step: The next conversation follows the customer’s actual needs.

A proposed 90-day pilot

Start with one service journey and expand after reviewing the evidence.

  1. Days 1–30

    Map and measure

    Choose one service and enquiry source. Record the current journey, assign owners and establish response, proposal and won-work baselines.

  2. Days 31–60

    Rehearse the handoffs

    Connect the agreed steps, then check that a sample enquiry reaches the owner. Review any acknowledgement, scheduling and follow-up configuration before enabling it.

  3. Days 61–90

    Review what changed

    Compare like-for-like cohorts, investigate lost enquiries and review delivery capacity and costs alongside new contracts. Use the findings to choose the next improvement.

What would count as evidence?

The source includes a hypothetical revenue model. Those projections are not presented here as achieved results or a forecast. Assess an actual pilot using dated records and consistent definitions.

Response time
Track time to a meaningful response separately from an automated acknowledgement.
Proposal and win rates
Use consistent qualification rules, dates and service segments. Keep undecided proposals visible.
Recurring contract value
Use accepted recurring contracts; separate one-off jobs, cancellations and revenue actually received.
Cost and retention
Include acquisition cost, delivery cost, repeat work and churn. Revenue alone does not establish profitability.

Apply the plan to your enquiry journey

Start with the handoff that needs attention: the form, the response or the next appointment. Request a free business audit to review your current process.

Request a free business audit

Practical guides to start with

Source and status

Adapted from “How Cleaningly can grow sales with RealBoss”, supplied on 10 October 2026. Its evidence notes describe a proposed growth playbook and illustrative financial assumptions. No customer quote, endorsement or measured outcome is asserted on this page.