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

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 cleaningbusinesslife@gmail.com.

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 essential contract knowledge [link].
**The Influence Factor:** Tune in to The Influence Factor by The Influencer Marketing Factory, a top podcast on influencer marketing, creator economy, social commerce, and more. Listen on Apple Podcasts and Spotify.



Don't forget to get on the wait list for Cozy Bliss
https://purevergreen.com/

Cleaning Business Contracts Class
https://klean-freaks-university.newzenler.com/courses/basic-contract-bundle

Transcript

It really is more common place now than it has ever been to get a deposit on day of booking with your clients, especially for 1x cleanings.

Customer Relationship Management Softwear
Always get a 50% on DAY of Scheduling secures your spot on the Schedule.
400.00 plus appliances 95.00 and 95.00= 590.00 divided by 2 is 295.00 deposit.
Email plus add them into the digital calendar system.


Method #1 OLD SCHOOL
PDF
Print out
snap photos
send back to your phone

(always first come first serve)

Method #2 getjobber.com
https://share.getjobber.com/mzhfwVu

Must have water and electricty on and in working condition prior to the arrival of cleaning tech.

Merchant Account
Validate your Bank Account

Square
Stripe
Quickbooks

Money Apps
Zelle
Venmo
Service FEE.

Current CRM's
Zenmaid
Getjobber
Customer Factor


Save yourself time...
Get a digital calendar system.

It's okay to get a deposit.
When you purchase on line you always pay right then and there.







Don't forget to get on the wait list for Cozy Bliss
https://purevergreen.com/

Cleaning Business Contracts Class
https://klean-freaks-university.newzenler.com/courses/basic-contract-bundle

The Influence Factor by The Influencer Marketing Factory
Top 1% Podcast About Influencer Marketing, Creator Economy, Social Commerce and more.

Listen on: Apple Podcasts   Spotify