Service Workflows Internal Use

Step-by-step workflow tables for each Clean CEO service. Print or bookmark this page.

01 — Client Software Integration + Branded Forms

$49 · 72-Hour Turnaround

Set up and integrate booking software (Jobber recommended) into the client's website. Branded forms, automated lead capture, online booking flow.

Step Action Owner Timing Done
01
Client submits inquiry (contact form, chat, or email)
 Client —
02
Reply with service overview + link to service-jobber.html
Use Email Template #1
 You Within 24 hrs
03
Client fills out intake form on service page
Arrives in your inbox as formatted email
 Client —
04
Review intake form
Check: Do they have Jobber? (If not → share affiliate link: go.getjobber.com/k0eumn8jwjz8). Do you have brand assets, website URL, services list? All complete → Step 5. Missing info → send Template #3b.
 You Within 24 hrs
05
Confirm intake + send Stripe payment link
Use Template #3. Link: buy.stripe.com/9B64gze8NfhAdTH8umdUY00
 You Same day
06
Client adds you as Admin in Jobber
Gear Icon → Manage Team → Add User → iamthecleanceo@gmail.com → Make Administrator
 Client Before work starts
07
Payment confirmed → send kickoff email
Use Template #4. Include delivery date (3 days out). 72-HOUR CLOCK STARTS.
 You Day of payment
08
Set up services + pricing in Jobber
Add all cleaning services, set pricing (hourly or flat), configure service areas
 You Day 1
09
Configure + brand the request form
Settings → Client Requests → customize fields → match brand colors, fonts, logo
 You Day 1–2
10
Embed form on client's website
WordPress: Jobber plugin. Wix/Squarespace/Other: iframe or HTML embed. Style container to match site.
 You Day 2
11
Set up online booking flow
Enable online booking, configure services for booking, set instant quote rules for standard cleans
 You Day 2–3
12
Test everything end-to-end
Submit test request → verify lead in Jobber → verify email notification → test booking flow → test on mobile
 You Day 3
13
Send delivery email with recap + screenshots
Use Template #5. Include: what was done, where the form lives, how to manage requests in Jobber, next-step recommendations.
 You Day 3 (within 72 hrs)
14
5-day follow-up + testimonial request
Use Template #6. Include link to testimonial.html. Suggest complementary service (GBP or Website SEO).
 You 5 days after delivery
Affiliate note: If client doesn't have Jobber, share your affiliate link (go.getjobber.com/k0eumn8jwjz8). You earn $5/signup + up to $300 via PartnerStack.
Upsell: After delivery, suggest GBP Optimization ($49) or Website SEO.

02 — Google Business Profile Optimization

$49 · 72-Hour Turnaround

Full GBP optimization — services, photos, posts, Q&A, review generation strategy, and local SEO keywords.

Step Action Owner Timing Done
01
Client submits inquiry
 Client —
02
Reply with service overview + link to service-gbp.html
Use Email Template #1
 You Within 24 hrs
03
Client fills out GBP intake form
 Client —
04
Review intake form
Check: GBP link provided? Service areas listed? Photos available? All complete → Step 5. Missing → Template #3b.
 You Within 24 hrs
05
Confirm intake + send Stripe payment link
Use Template #3. Link: buy.stripe.com/bJe8wP0hX9Xg16V7qidUY01
 You Same day
06
Client adds you as Manager on their GBP
GBP Dashboard → Users → Add User → iamthecleanceo@gmail.com → set role "Manager" → Invite
 Client Before work starts
07
Payment confirmed → send kickoff email
Use Template #4. 72-HOUR CLOCK STARTS.
 You Day of payment
08
Audit current profile + screenshot "before" state
Check: description, services, service areas, hours, photos, Q&A, reviews, posts
 You Day 1
09
Optimize business info + description
Rewrite description with local keywords (750 char max). Update hours, service areas, phone, website URL.
 You Day 1
10
Add/optimize all services
Add every cleaning service with keyword-rich descriptions. Set price ranges if client wants.
 You Day 1–2
11
Upload + optimize photos
Logo, cover photo, service photos (5-10 minimum). Geo-tag if possible.
 You Day 2
12
Create 2–3 Google Posts
Intro post, service highlight, seasonal/promo. Include CTA buttons + local keywords.
 You Day 2
13
Set up Q&A section
Add 5–8 common questions + answers with local keywords (areas served, pricing, insurance, booking, etc.)
 You Day 2–3
14
Build review generation strategy
If Jobber: set up automated follow-up email with Google review link. If no Jobber: create text/email review request template. Generate direct Google review link. Goal: 2–3 reviews/week.
 You Day 3
15
Send delivery email with before/after + recap
Use Template #5. Include: before/after screenshots, review request template + direct link, posting schedule (1–2x/week), how to create Google Posts.
 You Day 3 (within 72 hrs)
16
5-day follow-up + testimonial request
Use Template #6. Link to testimonial.html. Suggest Software Integration ($49) or Website SEO.
 You 5 days after delivery
Access required: Client must add you as GBP Manager before work begins.
Upsell: After delivery, suggest Client Software Integration ($49) or Website SEO.

03 — Website SEO Optimization

From $199 · 72-Hour Turnaround

Full site audit, up to 5 service area pages (copy included), on-page SEO, internal linking, sitemap submission. Add-ons: extra pages $25/ea, blog posts $25/ea, Google reviews widget.

Step Action Owner Timing Done
01
Client submits quote request on service-website.html
You receive: name, email, business, website URL, platform, service areas, biggest problem
 Client —
02
Review their website
Visit site. Check: platform, page count, mobile responsiveness, PageSpeed score. Google their business — how do they rank? Count service area pages needed. Assess copy — rewrite or optimize? Check for GBP (reviews widget).
 You Within 48 hrs
03
Build + send custom quote
Use Template #7. Base: $199 (up to 5 pages + copy). Add-ons: extra pages $25/ea, blog posts $25/ea, reviews widget. List specific deliverables + total.
 You Within 48 hrs
04
Client accepts quote
 Client —
05
Send full intake request via email
Use Template #8. Request: admin access, brand assets (logo, colors, fonts), GBP link, services list, content preferences, photos, Search Console access.
 You Same day
06
Client provides access + assets
Client adds you as admin on their website. Sends brand assets via email.
 Client —
07
Confirm intake + send Stripe invoice
Use Template #3. Create custom Stripe Invoice with line items matching quote.
 You Within 24 hrs
08
Payment confirmed → send kickoff email
Use Template #4. 72-HOUR CLOCK STARTS.
 You Day of payment
09
Keyword research + page mapping
Primary keyword per page: "[service] in [city]." Secondary: "cleaning service near [city]," "maid service [city]." Map keywords to pages.
 You Day 1
10
Write + build service area pages
Up to 5 pages (or more if quoted). Each page: unique title tag (<60 chars), meta description (<155 chars), H1 with keyword, 300–600 words of locally-relevant copy, trust badges, CTA. Add internal links between pages.
 You Day 1–2
11
On-page SEO optimization (all pages)
Title tags, meta descriptions, heading hierarchy, image alt text, internal linking, schema markup if supported.
 You Day 2
12
Google reviews widget (if quoted)
WordPress: "Widget for Google Reviews" or Elfsight. Wix: Google Reviews app. Squarespace: Elfsight embed. Style to match site.
 You Day 2–3
13
Technical SEO
Submit sitemap to Search Console. Fix broken links. Verify HTTPS. Check mobile usability. Compress images.
 You Day 3
14
Test + verify everything
Test all pages on mobile. Re-run PageSpeed. Verify forms work. Check internal links. Preview Google search results.
 You Day 3
15
Send delivery email with full recap
Use Template #5. Include: before/after screenshots + metrics, every page URL, keyword-to-page mapping, maintenance recommendations (blog frequency, Google Post schedule, review requests).
 You Day 3 (within 72 hrs)
16
5-day follow-up + testimonial request
Use Template #6. Link to testimonial.html. Suggest Software Integration ($49) or GBP Optimization ($49).
 You 5 days after delivery
Pricing formula: Base $199 (up to 5 pages + copy) + $25/extra page + $25/blog post + reviews widget (quote per project).
Access required: Client must add you as website admin before work begins.
Upsell: After delivery, suggest Software Integration ($49) or GBP Optimization ($49).

Quick Reference — Links & Templates

Item Details
Stripe — Software Integration buy.stripe.com/9B64gze8NfhAdTH8umdUY00
Stripe — GBP Optimization buy.stripe.com/bJe8wP0hX9Xg16V7qidUY01
Stripe — Website SEO Create custom invoice per project in Stripe Dashboard
Jobber Affiliate Link go.getjobber.com/k0eumn8jwjz8
Your Email iamthecleanceo@gmail.com
Email Template #1 Inquiry Response
Email Template #2 Intake Reminder (3 days, no response)
Email Template #3 Intake Confirmed + Stripe Invoice
Email Template #3b Need More Info
Email Template #4 Kickoff Confirmation (72-hr clock starts)
Email Template #5 Delivery + Recap
Email Template #6 5-Day Follow-Up + Testimonial Request
Email Template #7 Custom Quote (Website SEO only)
Email Template #8 Full Intake Request (after quote accepted)

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