Quotation - Client Needs Questionnaire for Cleaning Services

Clients Name

First NameLast Name

Company

What is the nature of your business (e.g., office, retail, healthcare, education, manufacturing)?*

What are the specific locations or sites requiring cleaning services?*

What is the total size of the area to be cleaned (square footage)?*

Are there multiple buildings or areas with different cleaning needs?*

What types of cleaning services do you need?*

General cleaning (e.g., floors, surfaces)Deep cleaning or sanitizationWaste management and recyclingPeriodic (e.g., quarterly deep cleans)Specialized cleaning (e.g., industrial, healthcare environments)Window or exterior cleaningWashroom hygiene services

Are there specific areas of focus (e.g., high-traffic areas, sensitive zones)?*

How often do you require cleaning services?*

DailyWeeklyMonthlyPeriodic (e.g., quarterly deep cleans)

What are your preferred cleaning times (e.g., during office hours, after-hours, weekends)?*

Are there any restrictions on cleaning times (e.g., access hours, noise constraints)?*

Would extending cleaning hours to cover evenings or weekends ensure your premises are always guest-ready, even during high-traffic days?

Many of our clients find that increasing cleaning frequency reduces wear and tear on surfaces, saving maintenance costs in the long term. Would this be something you’d like to explore?

Do you notice any particular times of day when your space feels less clean? We could schedule additional shifts during those times to enhance the overall experience.

Would you like us to perform a periodic deep clean to maintain hygiene standards between regular sessions?

Do you have specific hygiene or disinfection requirements (e.g., for COVID-19 or other health risks)?*

Are there particular environmental or sustainability practices you require (e.g., eco-friendly products, waste reduction)?*

Will you provide any cleaning equipment or materials, or should the cleaning team supply everything?*

Are there restrictions on the type of cleaning products used (e.g., chemical-free, hypoallergenic)?*

How many cleaning operatives do you estimate are required?*

Are there specific security or access requirements for operatives (e.g., background checks, security passes)?*

Should operatives wear a uniform or carry ID badges?*

Ensuring the right number of operatives can reduce cleaning time and improve the thoroughness of service. Would you like us to assess if adding staff could improve efficiency or help during peak periods?

Some clients prefer dedicated staff for specific areas like washrooms or kitchens. Would assigning specialist operatives improve service quality for you?

As your business grows, do you anticipate needing additional staff to cover larger or more complex areas?

Would having a standby team for emergencies or last-minute events give you peace of mind?

What is your monthly/annual budget for cleaning services?*

Are there additional costs or services that might arise throughout the contract (e.g., emergency cleans)?*

Do you prefer fixed-rate pricing or hourly billing?*

Our long-term clients enjoy exclusive benefits like discounted rates on additional services. Would committing to an annual plan help you maximize your budget?

We offer tailored packages for clients who sign multi-site or multi-year agreements, ensuring consistent quality and cost predictability. Would this interest you?

Would locking in a long-term agreement with added benefits like priority scheduling or complimentary periodic deep cleans be something you’d like to explore?

Would a loyalty program that rewards you for bundling services or adding sites align with your goals?

How often do you want progress or performance updates?

MonthlyQuarterly

Do you require service logs or digital reporting (e.g., time-tracking, task completion)?*

Who should the cleaning team communicate with regarding day-to-day operations or concerns?*

Are there any cleaning challenges specific to your site (e.g., heavy foot traffic, equipment-sensitive areas)?*

Do you have any seasonal or event-based cleaning needs?*

Are there specific client preferences or no-go zones for cleaning teams?*

Do you have an existing cleaning service provider? If so, what do you like or dislike about their service?*

Would you like a walkthrough or demonstration before the service begins?*

Are there any other services you’d like to discuss (e.g., pest control, landscaping, security services or building maintenance)?*

Confirmation & Declaration

I confirm that the information recorded in this form is accurate, complete, and reflects the client’s stated needs and preferences. I have conducted this interview professionally, ensuring that all questions were clearly explained, and I have documented the responses provided by the client to the best of my ability.

I also declare that:

All client requirements, including additional services or special requests, have been fully captured.
I have informed the client about our terms, available packages, and any potential follow-up actions.
I will ensure this form is submitted promptly and securely to the relevant department for review and action.
Confirmation of Accuracy by Client
The client has been informed that this information will be used to tailor cleaning services to meet their needs and agrees that the details provided are correct to the best of their knowledge.

BY ACKNOWLEDGING AND SIGNING BELOW, I AM DELIVERING AN ELECTRONIC SIGNATURE THAT WILL HAVE THE SAME EFFECT AS AN ORIGINAL MANUAL PAPER SIGNATURE. THE ELECTRONIC SIGNATURE WILL BE EQUALLY AS BINDING AS AN ORIGINAL MANUAL PAPER SIGNATURE.

Needs Accessor Name:

First NameLast Name

Position

Date

Signature

Client Needs Questionnaire for Cleaning Services

1. General Information

2. Scope of Cleaning Service

3. Frequency and Schedule

3a. F&S Upsell (optional)

4. Standards and Compliance

5. Equipment and Supplies

6. Staffing and Security

6a. S&S Upsell (optional)

7. Budget and Payment

7a. B&P Upsell (optional)

8. Reporting and Communication

9. Challenges and Special Requests

10. Additional Information