The 30-60-90 day plan for a new cleaning account
Most of what decides a new account happens before the first invoice. This is the plan I would hand any cleaning company taking over a building: what to do before day 1, what to watch in each of the first three months, and what to bring to the 90-day review.
I ran a janitorial company for thirty years. The pattern never changed. The first week decided how the customer talked about us to their own boss, and the first month decided whether they called us with problems or quietly started collecting quotes from somebody else, which you only find out about when the notice arrives.
Remember that somebody put their name on hiring you. For a property manager, switching cleaning companies means new keys, new alarm codes, a new crew in the building at night, and the fear that if you fail, they look like an idiot in front of the owner. I used to tell them we were going to make them look like a hero. Then we had to do it.
Before day 1
Get the keys, fobs and alarm codes in hand before the first shift and test every one of them, because the first night is the wrong time to learn a fob does not open the loading door. Get the startup kit on site the day before: vacuum, janitor cart, labelled spray bottles, floor cleaner, dusters and a starting stock of supplies. Put the safety data sheets for every product in the building. Make sure the crew arrives in uniform. The customer notices every one of these small things.
Then do the thing almost nobody does. Inspect the building before your crew touches it. Walk every area against the checklist you are going to clean to, photograph the worn carpet and the chipped counters and the stains that were there before you, and score it. Say it comes in at 67.
After the first night you are into the 70s. A week later it is in the 80s, and eventually it holds in the 90s. Now you can sit down with the property manager and say something most cleaning companies never can: you made the right decision choosing us, and I can prove it. The baseline protects you too. When somebody asks in March why the lobby carpet looks tired, you have a dated photo showing it looked tired the week you started.
Days 1 to 30: be visible to people who never see you
Most customers never see a cleaner. We come in after they go home and leave before they arrive, so the only evidence they have of us is the state of the building in the morning. That works when everything is perfect and hurts when it is not. In the first month, add contact. Call the day after the first shift. Call again at the end of the first week, ask what they have noticed, and write down what they say, because those notes are your to-do list for the next three weeks.
Inspect weekly from week 1. Every failed item goes to a named cleaner with a date. I also wanted the owner or the operations manager to walk the building in person at least once in that first month. Customers remember who showed up. Some of our customers saw someone from our office maybe four times a year once the account settled, and those four visits carried more weight than anything we ever sent them by email.
Days 31 to 60: keep your best cleaner where they are
Month two is when an account starts to slip, and the reason is almost always internal. The new account is running, the next new account needs covering, and the strongest cleaner gets moved. Do not do it. Keep that cleaner on this building until day 90. If a crew change cannot be avoided, tell the customer before it happens, and have the supervisor walk the new cleaner through the building in person, area by area, with the scope in hand and the last few inspection reports open on a phone.
Keep inspecting weekly and compare every score to the baseline. Measure how long failed items take to fix and how long they take to confirm, as two separate numbers. I wrote about why that gap matters in how to keep cleaning clients past the 90-day drop. At the end of month two, send the customer a short report showing how many visits you made and what was found and fixed.
Days 61 to 90: the review meeting
Book the 90-day review before month three starts, so it is on the calendar before anybody gets busy. Bring the baseline score and the current score side by side, with the fixes in between. Bring the scope too. Some of the frequencies you agreed on the walkthrough will be wrong for how the building is used, and this is the meeting to correct them in writing.
Our goal was to be at 90 percent or higher at all times, and by the review I wanted the numbers to show it. When they did, the meeting was short. The customer had the evidence they needed to defend their decision to their own boss, and we had the start of the record we would bring to the renewal a year later.
The worksheet below is the whole plan on one page. Print it for each new account and keep it with the scope. If you are writing the scope now, the scope of work template is built to be filled in on the walkthrough, and the commercial cleaning inspection checklist is a reasonable standard to inspect against from week 1.
Before Day 1
- Scope of work reviewed with the customer line by line, frequencies agreed in writing
- Keys, fobs and alarm codes received, tested and logged
- Startup kit on site: vacuum, janitor cart, labelled spray bottles, floor cleaner, dusters, supplies
- Baseline inspection done before the first shift, with photos of existing wear and damage
- Lead cleaner shown the building in person by the supervisor
- Customer told who their supervisor is, with a name and a phone number
Days 1 to 30
- Day 1 check-in with the customer, the same day or the next morning
- Week 1 check-in: ask what they have noticed and write it down
- An inspection every week, the first one in week 1
- Every failed item assigned to a named cleaner with a fix date
- Owner or operations manager visits the site in person at least once
- Scope gaps found in the first month raised with the customer in writing
Days 31 to 60
- Weekly inspections continue, score compared against the baseline
- Time to fix and time to confirm the fix measured separately
- Periodic work due in the first two months completed and recorded
- Crew changes, if any, announced to the customer before they happen
- First short report sent to the customer: visits, findings, fixes
Days 61 to 90
- Weekly inspections continue until the score holds flat for two months
- 90-day review meeting booked with the customer
- Scope corrected in writing wherever a frequency turned out to be wrong
- Lead cleaner still on the account, or the replacement shown the site in person
- 90-day report prepared: baseline score beside the current score, with the fixes in between
General commitments
- The strongest cleaner stays on this account until day 90
- Every complaint answered within one business day, with a fix date
- Every inspection recorded, including the ones that score well
Review cadence
| Weekly | Inspection, plus a short note to the customer if anything failed |
| Day 30 | Check-in call and the first score trend |
| Day 90 | Review meeting with the baseline and current score side by side |
Common questions
What should a cleaning company do in the first 30 days of a new account?
Test every key, fob and alarm code before the first shift, get the startup kit and safety data sheets on site, and inspect the building before the crew touches it so you have a baseline. Then call the customer after the first shift and at the end of the first week, inspect weekly, and have the owner or operations manager visit in person at least once.
What is a baseline inspection?
An inspection of the building before your crew cleans it for the first time, scored against the same checklist you will use for the rest of the contract, with photos of existing wear and damage. It gives you a starting score to improve on and protects you when someone later blames you for a stain that was there on day one.
How often should you check in with a new cleaning client?
The day after the first shift, at the end of the first week, and then at least every two weeks until the 90-day review. Keep the calls short and write down what the customer tells you. After 90 days, move to a monthly report and a quarterly conversation.
What goes in a 90-day review with a cleaning customer?
The baseline score beside the current score, the items found and fixed in between, any crew changes, and the scope. Use the meeting to correct any frequency that turned out wrong for how the building is used, and confirm the changes in writing afterwards.
When can you move your best cleaner off a new account?
Not before day 90, and only after the scores have held steady for a few weeks. If the move cannot wait, tell the customer first and have a supervisor walk the replacement through the building in person.