Quote Workflow Audit
A concise plan for capturing, assigning, scheduling, and following up on cleaning leads.
- Lead capture and routing map
- Required field and status rules
- Recommended fix plan and timeline
For commercial cleaning teams
Book more walkthroughs from the quote requests you already get.
TinyOps connects your quote form, office inbox, phone follow-up, calendar, and CRM or spreadsheet so every commercial cleaning lead has a clear next step.
Good fits
For cleaning leads that stall after the first form or call.
CaptureEvery new leadBring web forms, emails, missed calls, and voicemail into one follow-up queue.
QualifyEnough detail to quoteKeep facility type, size, frequency, service area, timing, and special needs attached.
ScheduleWalkthrough taskCreate the CRM, calendar, dispatch, or spreadsheet item the office already uses.
CloseOpen-lead listKeep unscheduled walkthroughs, sent proposals, and stalled leads visible until resolved.
Packages
Choose the first result you want delivered.
Workflow Build
Lead follow-up automation configured in the agreed tools.
- Quote intake and task creation
- One CRM, sheet, calendar, or inbox update
- Setup notes for the office team
Process
Built around the way your office already handles leads.
1. Send the current lead flow
Quote form, office inbox, phone system, CRM, calendar, and proposal follow-up steps.
2. Get a fixed package recommendation
You get the package, result, timeline, and first launch milestone in writing.
3. Launch the first lead workflow
Confirm intake, routing, walkthrough status, and proposal follow-up before expanding.
Commercial cleaning workflow request
Send the lead flow your office wants fixed.
Share how quote requests arrive, where walkthroughs are scheduled, and where proposal follow-up should stay visible. You get the recommended package, timeline, and delivery path.
Start