Client Onboarding Templates
$10$17
Tired of repeating yourself with every new client, or dealing with complaints because expectations weren’t clear?
These editable Canva templates give you a polished, professional Client Onboarding Document you can send right after booking.
You’ll get two versions:
• One for Standard Cleans
• One for Move In/Out cleans
So every client knows exactly what to expect (and what’s expected of them).
What You’ll Get
✅ Fully customizable Canva template
✅ Two onboarding versions: Standard Clean + Move In/Out
✅ Clear, professional language that sets boundaries and builds trust
✅ Instructions page to help you match your branding in minutes
✅ Created by cleaning business owners with real, in-the-field experience
Perfect For You If…
• You’re tired of “Wait, I thought that was included?” messages
• You want fewer complaints and smoother communication
• You want your business to feel polished and professional
• You don’t have time to design an onboarding guide from scratch
• You want to protect your time and avoid scope creep
How It Works
Purchase and get instant access to your Canva link
Open the instructions page to customize your info, logo, and brand colors
Save, send, or print your onboarding guide
Duplicate it for each client type and use it again and again
Why Trust Us?
Hi there! We’re Vic and Jen.
We started our cleaning business in the middle of the pandemic, and over just five years we’ve billed $3M and still run the business every day.
We also run a YouTube channel called Cleaning Company Blueprint where we’ve helped hundreds of people build and grow their own cleaning businesses. Come check us out! We'd love to see you there.
Over the years, one of the biggest lessons we learned is this:
Most client issues don’t come from the cleaning itself. They come from unclear expectations.
These onboarding templates were created from real problems we faced and the systems we built to solve them.
They’re the exact tools we still use today to set expectations with clients and support our cleaners with clarity.
FAQs
Can I use this if I’m outside North America?
Yes! Everything is fully editable. You can tweak it for your region, pricing, and terms.
Can I add my logo and brand colors?
Absolutely. We show you how to do it in just a few clicks.
What types of cleans does this cover?
It includes onboarding for both standard recurring/one-time clients and Move In/Out cleans, so you're covered no matter what.
BrightHaus Cleaning
This client onboarding template is the truth. Customizing it to my brand colors and my business details took almost no time, and the finished packet looked like something a full design team put together. I presented it to a new client and her exact words were, “I’m impressed.” That reaction alone made the purchase worth it. The layout is clean, professional, and actually makes your business look more polished instantly. If you want a seamless onboarding process and a presentation that makes clients take you seriously from the start, grab this. It elevated my brand on day one.
Pinnacle Cleanign Solutions
It’s so exciting to witness myself following through with something that’s mine for the first time. I had my first move-out clean not too long ago. I had my first 5 star review on Yelp. I started my Yelp ads today. I posted a job opportunity on Indeed and have a cleaner interested in working with me. I had an hour-long conversation with the wonderful lady at Yelp on optimization and ad leads. I’m overcoming the mentality change I had to make in order to start thinking differently and chasing my dreams. Is my dream running a cleaning business? No. My dream is to start building and creating instead of consuming and no longer work physical labor jobs. The whole reason I started this cleaning business was so I had the money to start investing in bigger things and learning true financial independence. Little did I know how special a cleaning business would actually be. I loved learning from Cleaning Company Blueprint because they gave me a whole new perspective on what a cleaning business is and the worth and value of a cleaner. The fact that I created a business-plan that caters to my cleaners and pays them what they're worth brings me so much joy and pride. Cheers to our next chapters everyone 🥂
Can - Montreal, Canada
The ebook and the templates have been a game changer for starting my cleaning business. They saved me so much time and made the whole process feel clear and way less overwhelming. I highly recommend them if you want systems that actually work!