Cleaning lead tracker spreadsheet for quote enquiries and follow-up ownership.
Copy a lightweight CSV structure for website forms, phone notes, SMS, marketplace leads and commercial walkthroughs so every enquiry has missing details, owner, due date and handoff notes before it goes quiet.
Why this helps first response
Cleaning enquiries often stall because staff do not know what is missing, who owns the follow-up, or when to close the loop. A simple tracker makes the next written step visible without forcing a call.
Handoff rule
Before an enquiry moves from front desk to estimator or operations, fill the missing-detail field and one short handoff note. The next person should not need to reread the whole conversation.
Turn the tracker into reusable replies and staff handoff prompts.
The Pellex cleaning reply prompt pack adds prompts that extract quote details, draft SMS/email follow-ups, summarise access notes and assign the next owner/date.
Buy for USD 1.80 at launch priceOpen cleaning quote kit
Operational workflow support only. Staff should review before sending; this does not replace legal, safety, HR or professional judgement.