Module 9 — Sales: Speed-to-Lead + Intake (Lesson)

Most operators don’t fail because they can’t clean. They fail because they can’t keep the phone ringing — and when it rings, they don’t respond fast enough.

This module is your “front desk” training: speed-to-lead, intake discipline, and how to sound professional before you ever touch a surface.

The rule

Leads are melting ice cubes.

If you aren’t first, you’re last.

SLA targets (realistic)

• Business hours: reply within 5–30 minutes
• After-hours: reply first thing the next morning

Bare-bones intake (the 5-point filter)

You need only enough info to:

• quote accurately
• avoid bad surprises
• route to the right service lane

Ask:

1. Address
2. Services requested
3. Timeline (how soon)
4. Access notes (gate, water)
5. Anything sensitive (plants, pets)

Scripts

Use:

Output

• Either book a walkthrough OR request photos OR send a quote.

Proof matters

Let customers feel your professionalism before the truck arrives:

• “We’ll do a quick walkthrough + photos, then protect landscaping and begin.”

Do this next (assignment)

• Run this lesson on a real job or a mock walkaround.
• Capture a Proof Pack for the scenario.
• Do the Final Walk.

References (SOPs + checklists)

• Proof Pack SOP: 04_sops/proof-pack/proof-pack-sop-v1.md
• Final Walk checklist: 04_sops/universal/final-walk-checklist-v1.md

Printables

• Operator Checklist Pack (truck copy): 03_curriculum/printables/operator-checklist-pack-v1.md

Field Guide & Interactive Calculator (tbsoftwash.com)

💼 Commercial & HOA Proposal Templates + Interactive Estimators:

• Florida HOA Pressure Washing RFP Template (F.S. § 720.3055 10% Rule Calculator) →
• Florida HOA & Condo Exterior Maintenance Guide →
• Pre-Listing Home Inspection & Exterior Cleaning ROI Calculator →
• How to Measure a Roof Remotely for Soft Wash Quotes →

Gear Box (Amazon)

Field Estimating, Test-Spot & Proof Pack Kit

• UBeesize 64" Phone Tripod — filming walkaround video estimates and before/after Proof Packs.
• Chemical Guys Acc_136 32oz Acid/Chemical Sprayer + 0-14 pH Test Strips — running live 60-second on-site test spots during HOA & commercial walkarounds.
• XTRATUF Men's Ankle Deck Boots + HUK Performance Work Apparel — clean, uniform on-site estimator presentation.

Disclosure: As an Amazon Associate, we earn from qualifying purchases.