Cleaning Business Life

Episode #24 - The Low-Tech METHOD of getting a Deposit without CRM (Customer Relationship Management Softwear)


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This podcast is powered by Klean Freaks University.com — where real cleaners build real empires. From mop buckets to million-dollar systems, we teach you how to clean smarter, lead stronger, and scale faster.

In this episode, we explore the traditional, low-tech methods of securing deposits without relying on Customer Relationship Management (CRM) software. While CRM systems are valuable, not everyone may have access or need for them, especially in the context of getting deposits for cleaning services. We discuss practical approaches that don't require advanced technology, ensuring you can secure deposits efficiently and effectively.

**Key Points:**
1. **Getting a Deposit:** It's increasingly common to request a deposit upon booking, particularly for one-time cleanings.
2. **Deposit Calculation:** Calculate the deposit amount (e.g., 50% of the total cost) and request it on the day of scheduling to secure the spot on your schedule.
3. **Old-School Method #1:**
   - Create a PDF document with the cleaning details.
   - Print out the document.
   - Take photos of the document and send them to your phone for reference.
   - Operate on a first-come, first-serve basis.
4. **Old-School Method #2:**
   - Utilize platforms like getjobber.com.
   - Ensure water and electricity are working before the cleaning tech's arrival.
5. **Merchant Accounts:** Set up a merchant account to validate your bank account and process payments.
   - Examples include Square, Stripe, and QuickBooks.
6. **Money Transfer Apps:** Consider using apps like Zelle and Venmo, but be aware of service fees.
7. **Digital Calendar System:** Implement a digital calendar system to manage bookings and appointments efficiently.
8. **Benefits of Deposits:** Deposits are a standard practice in online transactions, providing security for both parties.

Join the Conversation: Share your experiences and tips in our Facebook group [link]. For sponsorship or inquiries, contact us at [email protected].

Featured Resources:
**Cozy Bliss Waitlist:** Don't miss out! Join the waitlist for Cozy Bliss link below.
**Cleaning Business Contracts Class:** Enroll in our Cleaning Business Contracts Class for e

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Thanks for tuning in to Cleaning Business Life, the show where we pull back the curtain on what it really takes to start, grow, and scale a thriving cleaning business without burning out.

Every episode is packed with tips, stories, and strategies you can put to work right away—because you deserve a business that works for you, not the other way around.

If you enjoyed today’s episode, make sure to follow the podcast so you never miss a new release. And if you got value from this conversation, share it with another cleaning business owner who could use the encouragement and practical advice.

Let’s stay connected! You can find me online at:
📌 Facebook: facebook.com/themaidsnetwork
📌 Instagram: instagram.com/kleanfreaksuniversity
📌 YouTube: youtube.com/@kleanfreakstv
📌 Website: kleanfreaksuniversity.com

Want to go deeper? Join the Maid to Prosper membership inside Klean Freaks University and get access to my library of 55+ courses, live coaching, and the support you need to build your dream business. Visit kleanfreaksuniversity.com to learn more.

Until next time—keep showing up, keep sh...

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Cleaning Business LifeBy Shannon Miller & Jamie Runco

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