Welcome packet, client terms worksheet, booking confirmations, first-job checklist, sample cancellation policy language, recurring service upsells, and a lightweight client tracker. The admin layer that picks up where your quote tool ends.
Two kits, one workflow. The Quote Kit handles the work before a client commits. This one handles everything from "yes" through their first 30 days.
One editable Excel workbook covering welcome, client terms, scheduling, first job, upsell, cancellation, and tracking. Includes 15 tabs total. Opens in Excel, Google Sheets, and Numbers (some formatting may shift outside Excel).
7-step Quick Start, color-coded onboarding, and the canonical disclaimer. Shows exactly which tab to touch first, second, third.
A reference list of every tab in the workbook and what it does. A one-page map of the whole toolkit.
An honest read on whether this fits your situation. If you're in the "not for" column, the 7-day refund applies. No interrogation.
New client welcome letter, service summary, contact card. Sets the tone before the first job. Send by email or print and hand over.
A 20-topic discussion checklist covering scope, scheduling, cancellation, payment, deposits, liability, pets, photos, termination, property damage and before/after photos, water and site access, surface and method compatibility, plant and runoff protection, supplies and equipment, and more. Not a contract. It's a structured way to think through your client terms before bringing them to an attorney.
8 email and SMS templates: booking confirmation, deposit reminder, 24-hour reminder, day-of arrival, reschedule (from client and from you), walkthrough confirmation, and first-job-complete.
40 tasks across pre-arrival, setup, surface prep, chemical application, rinse, detail, add-ons, and completion. Your team executes consistently from the first visit.
Per-visit discount calculator showing the client what they'd pay at monthly, quarterly, semi-annual. Plus 4 upsell scripts (immediate, 1-week, 1-month, objection). Honestly framed. Per-visit discount, not "save money overall."
Sample policy language plus 7 enforcement scripts (polite but firm). Customize for your business and validate with a small-business attorney before using as your real policy.
Lightweight CRM. Contact, service history, Revenue to Date (auto-calculated), Projected Annual Value (auto-calculated), portfolio total. Dropdowns and protected formula cells built in.
Four worked examples (welcome email, booking confirmation SMS, cancellation enforcement reply, and recurring upsell pitch) all filled in with realistic details. Gut-check your own versions before sending.
8 communication touchpoints from day 0 through day 30, with day, channel, purpose, and full script for each. Covers the gap between welcome packet and established recurring client.
Ten onboarding-specific mistakes pressure washing operators run into, and what each tab in the toolkit does to help you avoid them.
Where to send ideas, bug reports, or "I wish the kit also did X" suggestions. Every reply gets read. Buyer feedback shapes the next version.
Every placeholder in the workbook with one-shot Find & Replace instructions. Personalize the entire kit to your business in ~10 minutes.
Pressure washing businesses often leak money in the gap between quote acceptance and the second visit. This toolkit covers that gap.
An 8-touchpoint cadence covering the gap between welcome packet (day 0) and established recurring client. Most pressure washing businesses do day 0 and then nothing, losing recurring conversions and reviews along the way.
| Day | Channel | Purpose |
|---|---|---|
| Day 0 | Email + SMS | Welcome + booking confirmation |
| Day −1 | SMS | 24-hour reminder |
| Day 1 | Email/SMS | Post-job check-in |
| Day 2 | Recurring service pitch | |
| Day 7 | Internal | Status review in Client Tracker |
| Day 14 | Email/SMS | Soft re-engagement (if not recurring) |
| Day 30 | Review request |
Each touchpoint includes the actual script. Included free with the toolkit.
If you're in the right column, the 7-day refund applies. Email and we'll refund you. No interrogation.
A quick tour of the sections that do the heaviest lifting day-to-day.
14 columns covering name, contact, frequency, per-job price, last job, status. Revenue to Date and Projected Annual Value auto-calculate from frequency and per-job price. Dropdowns for Status and Frequency. Formula cells locked.
One-page welcome letter covering what's included, what's not, payment terms, cancellation overview, and how to reach you. Plus a contact card you can print or attach. Personalize once via Find & Replace and you're done.
Pre-arrival prep, setup, surface prep, chemical application, rinse, detail, add-ons, and completion. Print one per new client; your team works it top to bottom on the first visit. After 3–4 jobs, the routine is muscle memory.
Scope, scheduling, cancellation, payment, deposits, liability, pets, photos, team, termination, governing law. Each topic has questions to consider and flags items with legal pitfalls. Take your filled-in notes to a small-business attorney.
Welcome, 24-hour reminder, post-job check-in, recurring pitch, status review, soft re-engagement, review request. Each touchpoint includes the actual script. Most pressure washing businesses do day 0 and then nothing. This closes the gap.
Buy the Onboarding Toolkit alone if you already have the Quote Kit, or grab the bundle.
For owners who already have the Quote Kit
What you get immediately
The complete front-end system: price, quote, win, onboard.
What you get immediately
Want the App too? Add it at checkout for $59 (saves $20 vs $79 separately). All three for $218.
If your question isn't here, email hello@pressurewashquotekit.com.
Not strictly. The Onboarding Toolkit stands on its own. But the two are designed to flow together. The Quote Kit handles "before yes" (pricing, intake, quote follow-up). The Onboarding Toolkit handles "after yes" (welcome, client terms, scheduling, first job, upsell). Most buyers want both. That's why the bundle exists.
No, and it's not sold as one. The Client Terms Worksheet is a 20-topic discussion checklist designed to help you organize your thinking before bringing your client terms to an attorney. Each topic includes questions to consider plus flags for items that have legal pitfalls (non-refundable deposits, automatic card charges, "satisfaction guarantee" promises, background-check claims). Take your filled-in notes to a small-business attorney. Most can draft an actual client agreement for your state and business in 30-60 minutes, far cheaper than starting from scratch. Until you have an attorney-drafted agreement, communicate your terms in writing (welcome email, booking confirmation) but don't represent them as binding contracts.
An honest answer: a one-size-fits-all "contract template" sold to pressure washing operators in all 50 states is something that should be done by attorneys, not by a $149 spreadsheet. Cancellation fee enforceability, automatic-payment authorization, non-refundable deposit language, and dispute-resolution clauses all vary by state and by payment processor. We removed the contract-shaped artifact deliberately because shipping one would be misleading. The Client Terms Worksheet gives you everything you need to walk into an attorney's office with a clear, organized list. That's where this category of question belongs.
The kit uses ~27 placeholders like [BUSINESS NAME], [OWNER NAME], [STATE], [REVIEW LINK]. The Find & Replace tab lists every one of them in one place, organized by "business-wide" (set once for the whole kit) vs. "per-client" (filled in each time you use a template). Open Ctrl+H, do 14 substitutions across the whole workbook, and 80% of the personalization is done in about 10 minutes.
Yes. It's the same kind of formula-driven calculator as the Quote Kit. Enter the client's one-time price and your discount percentages, and it shows them per-visit price and annual total for monthly, quarterly, and semi-annual. Built so you can screenshot the comparison and send it to the client mid-conversation. The numbers update live when you change the inputs.
Anything that opens .xlsx files. Excel (Windows or Mac) gives the best fidelity since the workbook was built and tested there. Google Sheets works for the content (upload to Drive, right-click → Open with Sheets), but some formatting (sheet protection, dropdown styling, exact column widths) may shift. Apple Numbers and LibreOffice also open the file but with similar formatting differences. No subscription, no login, no installation beyond your existing spreadsheet software.
The Client Terms Worksheet and cancellation policy translate reasonably well to commercial work (you'd want a lawyer to adjust the language for B2B contexts). The first-job checklist and welcome packet are residential-specific. About 50-60% of the kit transfers to commercial. If you're primarily commercial, this isn't the right product. Reply to my welcome email and tell me; I'm tracking demand for a commercial version.
Simple: if the toolkit isn't useful for your business, email hello@pressurewashquotekit.com within 7 days of purchase with your order number and we'll refund you. No interrogation. See Refund Policy for the full version.
Yes, with limits. If we fix errors or make small improvements to this version, correction updates are included and go out to the email used at purchase. Major new versions, new products, translations, industry-specific expansions (such as a commercial pressure washing version), Word document versions, or other add-ons may be priced separately. We'll let you know what's coming and what's an upgrade vs. a free update.
Welcome packet, client terms worksheet, booking emails, checklist, upsell, cancellation, tracker. One workbook. $149.