HighLevel for cleaning companies

Most callers who reach voicemail ring the next cleaning company on the list. A text inside a minute keeps the job yours until you can call back.

Trigger

Call Details (HighLevel’s call trigger). Add two filters: Call direction is Incoming, and Call status is no-answer or voicemail.

Steps

1. Send SMS: the text below.
2. Create/update opportunity: your pipeline, stage New lead.
3. Send internal notification: to you or whoever is on call.

Message

Sorry we missed your call! This is {{location.name}}. Are you looking for a regular clean, a deep clean or a move-out clean? Text back and we’ll get you a quote. Reply STOP to opt out.

Older HighLevel guides call this trigger Call Status.

The first business to reply usually gets the job. This answers every form at once, day or night, and tells you who to call.

Trigger

Form Submitted. Filter: your quote request form.

Steps

1. Create/update opportunity: your pipeline, stage New lead.
2. Send SMS: the text below.
3. Send email: the email below.
4. Send internal notification: the alert below.
5. Add task: “Call back within 5 minutes”, assigned to whoever takes new leads.

Messages

Hi {{contact.first_name}}, thanks for contacting {{location.name}}. We got your request and will be in touch shortly with your quote. Reply STOP to opt out.

Hi {{contact.first_name}},

Thanks for reaching out to {{location.name}}. Your request is in, and we’ll be in touch shortly with your quote.

For an exact price, reply with the number of bedrooms and bathrooms and anything that needs extra attention, like the oven, inside windows or pet hair.

Talk soon,
{{location.name}}

New cleaning lead: {{contact.name}}, {{contact.phone}}. Reply within 5 minutes.

Most quotes are not a “no”, they are a “not yet”. Three polite nudges over ten days win back jobs that would otherwise go quiet, and they stop the moment the customer says yes.

Trigger

Pipeline Stage Changed. Filter: stage is Quote sent.

Steps

1. Wait: 2 days.
2. If / else: the opportunity is still in Quote sent. If not, end here.
3. Send SMS: first text below.
4. Wait: 3 days.
5. If / else: still in Quote sent.
6. Send email: the email below.
7. Wait: 5 days.
8. If / else: still in Quote sent.
9. Send SMS: last text below.

Messages

Hi {{contact.first_name}}, it’s {{location.name}}. Did you get a chance to look at your cleaning quote? Happy to answer any questions.

Hi {{contact.first_name}},

I wanted to follow up on the quote we sent. If you’d like to change what’s included or how often we come, reply here and we’ll adjust it.

Ready to book? Reply YES and we’ll find a time that suits you.

Thanks,
{{location.name}}

Hi {{contact.first_name}}, should we keep your cleaning quote open? Reply YES to book your first clean, or let us know if anything has changed.

A wasted trip costs you a morning. A confirmation and two reminders cut no-shows, and give the customer an easy way to reschedule.

Trigger

Customer Booked Appointment. Filter: your cleaning calendar.

Steps

1. Send SMS: confirmation below.
2. Wait: choose “Until a scheduled date/time” and set it to 1 day before the appointment.
3. Send SMS: day-before reminder below.
4. Wait: “Until a scheduled date/time” again, set to 2 hours before the appointment.
5. Send SMS: same-day text below.

Messages

You’re booked! {{location.name}} will be there on [appointment date and time]. Reply here if you need to change it.

Reminder: your clean with {{location.name}} is tomorrow at [appointment time]. Let us know anything we should know about access, keys or alarms.

Your cleaning team is on schedule for today at [appointment time]. See you soon! {{location.name}}

Where a text says [appointment date and time], insert HighLevel’s appointment merge field from the message editor’s merge-field menu.

People choose the business with the most recent reviews. Asking every happy customer, every time, is the cheapest marketing a trade business has.

Trigger

Pipeline Stage Changed. Filter: stage is Job complete.

Steps

1. Wait: 2 hours.
2. Send review request: HighLevel’s built-in review request (set your Google review link under Reputation first).
3. Optional second workflow: trigger New Review Received, step Send internal notification, so you can reply to every review the same day.

Message

Thanks for choosing {{location.name}}, {{contact.first_name}}! If you love coming home to a clean house, a quick Google review would mean a lot to our team: [your review link]

First cleans and one-time cleans are where regular clients come from. Offering a weekly or every-other-week slot a few days after a great clean is the easiest sale you will make.

Trigger

Pipeline Stage Changed. Filter: stage is Job complete.

Steps

1. Add contact tag: past-customer.
2. Wait: 3 days.
3. Send SMS: the text below.
4. Wait: 7 days.
5. Send email: the email below.

Messages

Hi {{contact.first_name}}, it’s {{location.name}}. Hope you’re enjoying the clean house! Want to keep it that way? We have weekly and every-other-week spots open. Reply YES for details.

Hi {{contact.first_name}},

Many clients book a regular clean after their first one, so the house never gets back to “before”. Weekly, every other week and monthly spots are open now.

Reply to this email and we’ll hold your slot.

{{location.name}}