• Client Cancel Report

    Please complete all reports the same day the request is received, as soon as it comes in. Do not delay or wait until the end of the day. These reports need to be handled promptly and prioritized to ensure nothing falls behind.

  • Step 1: Receive Cancellation Request

    When a client contacts Naturalcare requesting to cancel recurring services:

    Phone calls: Address the cancellation request during the conversation.
    Texts and emails: Call the client immediately upon receiving the request. Do not rely solely on text or email communication.


    Primary Goal: Understand why the client wants to cancel, identify possible solutions, and make every reasonable effort to retain their business.

     

    Possible solutions include:

    Quality concerns: Offer a re-clean, a different cleaning professional, or additional quality follow-up.


    Pricing concerns: Review service frequency, available cleaning packages, or other options that may better fit their budget. Biweekly to Monthly or FMC to Tidy Ups etc...


    Scheduling concerns: Offer an alternative day, arrival window, or frequency.
    Temporary circumstances: Offer to pause services instead of canceling permanently.

     

    You may never decide not to communicate unless you took the first call and these steps were done at that time- CR

     

    Cancelling Clients Policy: https://wiki.naturalcarecleaningservice.com/knowledgebase/cancelling-a-client/ 

  • Client Start Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Date of Last Clean
     - -
    2 digit month, 2 digit day, 4 digit year



  • Did the have quality check

  • Research the client.  Put notes on on what you see. For example. Client had 7 cleans but only gave feedback last Nov. or Client gave 5 stars for all cleans, but last two were 4 star.

  • Cancel request was*
  • Did you CALL the client?*
  • Did you speak to the client?*
  • Client*
  • Service*
  • If Pest, Blackhawk client or Naturalcare*
  • Reason*

  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: