Short answer
Prepare the address, approximate square footage, facility type, operating hours, desired frequency, access rules, problem areas, surface concerns, start date, and decision process before the walkthrough.
Gather the facility basics
Have floor plans or approximate square footage, restroom count, occupancy, business hours, flooring types, and any existing scope available.
List priorities and recurring pain points
Identify areas that generate complaints, fall out of standard fastest, require special care, or affect customers and staff most directly.
- Top three priorities
- Known problem areas
- Sensitive surfaces
- Restricted rooms
- Periodic project needs
Explain access before pricing
Share parking, elevators, stairs, gates, alarms, keys, lockboxes, loading rules, and the allowed service window. Access assumptions can materially affect labor.
Know the next decision
Clarify who reviews the proposal, whether multiple locations are involved, when service could begin, and what information the quote must include.
Frequently asked questions
How long should a walkthrough take?
It depends on size and complexity. The goal is enough time to see included areas, discuss access, and define priorities without rushing the scope.
Should I share the current cleaning checklist?
Yes. It helps identify what should stay, what is unclear, and what needs to change.