Launch the Cleaning Services Snapshot in 24 Hours — Full Checklist

This guide walks through the exact 8-hour sequence to deploy the Cleaning Services GHL Snapshot end-to-end. Every step. Nothing skipped.

It assumes you have:

• A GoHighLevel account (or willingness to create one at /get-gohighlevel)
• A working website where you’ll embed the booking forms
• Stripe, NMI, Authorize.net, or Square for payments
• A business phone number or willingness to provision a new one through GHL LC Phone

If you don’t have all of these yet, set them up before starting the 8-hour clock. The 8 hours assume the prerequisites are in place.

Hour 1: GHL account setup and snapshot import

0:00-0:15 — Log into GHL and navigate to your sub-account. If you’re starting fresh, create the sub-account using the cleaning-business template (it’s slightly different from the generic template).

0:15-0:30 — Import the snapshot ZIP. Settings → Snapshots → Import → select the Cleaning Services GHL Snapshot file. The import takes 8-12 minutes. Don’t interrupt it.

0:30-0:60 — Verify the import. Walk through each section and confirm:

• 47 workflows present under Automation → Workflows
• 12 pipelines under Opportunities → Pipelines (Quote, First Clean, Recurring, Win-back, Commercial Walkthrough, etc.)
• 23 form templates under Sites → Forms
• 8 page templates under Sites → Funnels
• Custom fields installed (~120 fields across customer, job, and contract records)

If any section is missing, re-run the import. Don’t proceed until all sections verify.

Hour 2: Brand and design configuration

1:00-1:20 — Update brand identity. In Settings → Branding:

• Business name (matches your real business)
• Logo upload (square 512×512 PNG works best)
• Brand colors (primary, secondary, accent)
• Email sending domain (configure SPF/DKIM if you have a custom domain)

1:20-1:50 — Booking widget styling. Open the instant quote form in the form builder. Update:

• Header text and subtext
• Submit button color (match your brand)
• Required-field highlighting
• Mobile responsive padding (test on phone preview)

1:50-2:00 — Email template branding. Open the confirmation email template. Update the header, footer signature, and accent colors. The email template propagates to 14 other email touches in the snapshot.

Hour 3: Pricing engine configuration

This is the most important hour. Get this wrong and every quote will be wrong.

2:00-2:20 — Base prices. In the pricing workflow, set:

• Price per bedroom (e.g., $25)
• Price per bathroom (e.g., $20)
• Base flat fee (e.g., $69)

Alternatively, use the room-tier preset (1BR=$99, 2BR=$119, etc) if you prefer flat pricing. See pricing tiers guide for model recommendations.

2:20-2:35 — Sqft tier brackets. Configure the sqft surcharge logic. Default: surcharge applied to homes >25% larger than typical for their bedroom count.

2:35-2:50 — Service-type multipliers. Set:

• Standard: 1.0x
• Deep clean: 1.8x (range 1.6-2.2)
• Move-in: 1.4x
• Move-out: 1.6x
• Post-construction rough: 1.7x
• Post-construction final: 2.1x
• Airbnb turnover: configured per-property flat

2:50-3:00 — Frequency discounts. Set:

• Weekly: -20%
• Bi-weekly: -10%
• Every 3 weeks: -5%
• Monthly: 0%
• One-time: 0%

Hour 4: SMS, calendar, and payment integrations

3:00-3:30 — SMS provisioning. Choose between:

• GHL LC Phone (faster, included): Settings → Phone Numbers → buy a local number for your area
• Existing Twilio (use what you have): Settings → Integrations → Twilio → connect

3:30-3:50 — 10DLC registration. Submit your business info to The Campaign Registry through GHL’s flow. Approval takes 1-3 business days but you can continue setup with restricted throughput in the meantime. See the TCPA + 10DLC guide for the full walkthrough.

3:50-4:00 — Calendar and payment. Connect your Google Calendar (or Outlook). Connect Stripe (or NMI/Authorize.net/Square). Test a $1 transaction to verify the connection works.

Hour 5: Form deployment to your website

4:00-4:20 — Instant quote form. Embed on your homepage. The snapshot ships with both an iframe embed and a JS embed; the JS embed performs better on mobile.

4:20-4:35 — Commercial walkthrough form. Embed on your /commercial page. This form auto-books a 20-minute walkthrough on your calendar rather than generating a price.

4:35-4:50 — Airbnb host onboarding form. Embed on your /airbnb page. Captures host details, property list, and iCal URLs for each property.

4:50-5:00 — Customer portal. Configure the portal sub-route (/portal) on your domain. Test the magic-link sign-in flow.

Hour 6: Crew onboarding and mobile app training

5:00-5:30 — Add crew members. For each crew member, create a GHL user account and configure skill flags:

• hepa_equipped (for post-construction)
• scaffold_certified (for post-construction)
• eco_trained (for eco cleans)
• key_holder (for commercial after-hours)
• english_only / bilingual_es / bilingual_fr
• pet_friendly
• nightshift_authorized

5:30-6:00 — Mobile app training. Have each crew install the GHL mobile app and walk through:

• Opening today’s job sheet
• Capturing before/after photos (mandatory gates)
• Submitting scope changes (with customer one-tap approval)
• Marking job complete
• Damage reporting protocol

Plan for 30 minutes per crew member.

Hour 7: Test bookings end-to-end

6:00-6:20 — Residential test. Submit a fake residential quote. Verify:

• Instant quote SMS arrives within 90 seconds with correct pricing
• Tap-to-book link works
• Booking confirmation SMS + email arrive
• 48-hour reminder is scheduled in the workflow

6:20-6:40 — Commercial test. Submit a fake commercial walkthrough request. Verify:

• Walkthrough auto-books on your calendar
• Confirmation email arrives with the calendar invite
• 24-hour reminder is scheduled

6:40-7:00 — Airbnb test. Add a test property with a fake iCal feed. Verify:

• iCal sync activates
• A test checkout triggers auto-dispatch
• Crew receives the 90-minute pre-shift SMS
• Photo capture mandatory gates appear in the mobile app

Hour 8: Go live with monitoring

7:00-7:30 — Switch traffic. Update DNS (if applicable), publish the form embeds on your live site, and announce the new booking flow to existing customers via email.

7:30-8:00 — Monitor first hour. Watch the inbox for incoming bookings. Validate that real bookings flow correctly. Tune any timing issues:

• Quote SMS taking >2 minutes to arrive? Check workflow trigger delay
• Confirmation emails landing in spam? Verify SPF/DKIM
• Crews not receiving shift reminders? Check user phone numbers

Post-launch: Day 2-7

The 8-hour deployment gets you live. The next week is tuning:

• Day 2: Review the first 24 hours of bookings. Check for any pricing edge cases that need surcharge tuning.
• Day 3: Verify photo capture is being used by all crews. Address any crew who’s skipping it.
• Day 4: Watch the first review automation triggers fire. Verify customers are receiving the review SMS at the right timing.
• Day 5-7: Activate optional workflows (referral program, birthday promos, win-back lapsed) once the core is stable.

If something breaks

The most common issues in the first week:

• Workflows not firing → check the workflow’s “Status” toggle (sometimes imports default to off)
• Wrong pricing on quotes → check the pricing engine’s branching logic; common issue is service-type multiplier applied twice
• Photos not uploading → crews need to grant the GHL app camera and storage permissions on their phones
• Customer portal not loading → DNS or subroute configuration issue; check with your hosting provider

What you have at the end

After 8 hours plus the week of tuning, your operation is running:

• Instant quote SMS for residential leads
• Walkthrough booking for commercial
• iCal-driven dispatch for Airbnb (if applicable)
• Recurring auto-booking with skip/pause portal
• Photo-triggered review automation
• Two-way SMS inbox with smart replies
• Payment recovery sequence
• All compliance (TCPA, 10DLC) in place

Get the snapshot for $997 (was $1697) to start the 8-hour deployment. For a managed deployment with our team running the setup, see /hire-va.