How to Onboard Your Clients Successfully?

Swept's 6-Step Process for Successfully Onboarding Clients:

Let them know change is coming and their participation will make a world of difference in the service you'll be able to provide
Provide them with an in-person demonstration (if possible)
Send "Invite" email through the Swept app
Provide the Swept+ Client's Messaging Video
Follow up in person to see if they have any questions

For more details and further explanation of the above, please read on :)

Why Your Clients Should Use Swept?

One place for all cleaning related communication
Fastest response rate
Instantly connect to multiple managers and supervisors
Give feedback

How to Onboard Your Clients

Best Practices

Tell your clients in advance you're moving to a communication-based system and their involvement is key to providing proactive, quality service
Make sure they are aware you are running a quality assurance program and you would love for them to be a part of it
Let them know if other clients are already using it and the positive results it has had on the relationship and quality of service

Provide a Demonstration in Real Time

Show the client how their app experience would integrate with your day-to-day operations. For example:

A cleaner is on site, show the client you can see they've signed in on your manager app
Send a message as a cleaner to you the manager that a boardroom is in use and they will be unable to clean it that night
As a manager, send a message to the client letting them know about the boardroom and that you'll get to it upon your next visit
The client receives the message

The purpose is to show the client that by using the Swept system you can proactively address any issues that may arise. The quality of the cleaning remains intact, the relationship grows and the client remains satisfied.

Add and Invite the Client

Before you show the client and they have indicated whether or not they want to be a part of the system, add their information to your Swept account. Click here to learn how to add client data to Swept. Be proactive and increase the chances of adoption.

After they have indicated they are interested, send a quick "Invite" email with the click of a button. Through the Swept desktop app, navigate to Clients > Find their name and press the invite button. This will automatically generate an email with their username and password so that they can get up and running instantly. The password text in the invite defaults to 1234, make sure to update it to the password you chose for them.

Other Onboarding Methods:

Email Template- Describe to Your Client How Swept Works

If an in-person demonstration is not possible Swept has drafted email templates for your use. They can be used to inform them of the ensuing change and that you'd appreciate their participation.

Hi there

At Swept, we want to empower and support you in gaining and retaining clients. Our most successful customers use Swept as part of their competitive advantage when speaking to prospects. So, I wanted to share not only this tip but also some tools that can support you in having those conversations!

Here is a video you can share that explains why you use Swept, and how it benefits your clients.

Attached is your exclusive Swept package. Here, you will find:

A one-pager that shows your prospects the value you can add to their business. Personalization is key, so don’t forget to add your logo! (Drive Link)
Powered by Swept logos - stand out from the crowd and add one of these logos onto your website and marketing materials
Terms and Conditions of Use
Logo guidelines

Thanks

{CS NAME}

Communicating Swept for Inspections - Email Template

Hi [Customer First Name],

As I’m sure you already know, delivering a quality service is important to us at [Company Name]. As part of our ongoing quality assurance program, we’ve recently adopted new software called Swept. In addition to allowing our team to stay better connected when cleaning your space, one of its features is the ability to generate inspection reports when we are conducting quality inspections.

Optionally, we can send you a copy of these reports should you want to be notified when we complete an inspection. Before doing so we wanted to make sure you’d like to receive these reports, but also make sure you knew how the reports work.

Each time one of our staff goes onsite to conduct your [inspection frequency] inspection, they will use a mobile app to conduct the custom inspection plan we’ve designed for your space.

As the inspection points are reviewed, we’ll be providing each inspection point with one of the ratings below.

Exceeds Standards - This rating will be used when the cleaner has gone above and beyond to ensure an area in your space is in pristine order.

Meets Standards - This rating will be used when the area has been cleaned to our high-level standard as expected.

Below Standards - This rating will be used when an area has not met the standards communicated to our cleaner. In the rare occasion this happens, we will provide the cleaner with specific directions on what is needed to rectify the situation during their next cleaning.

Not Inspected - This rating will be used when an area cannot be inspected for some reason. If used we will provide comments to explain.

Let me know if you’d like to start receiving these inspection reports as we are on-site. We can also include any other individuals you’d also like to get these reports, just let us know.

If you have any questions about this, or any other aspect of our service, please don’t hesitate to contact me directly.

[Sender’s Email Signature]

Follow Up With Your Client

Whenever you're introducing something new to clients, prospects or your own staff it's best to follow up to see how they are doing.

Do they have any questions?
How are they finding the app/experience so far?
Is there anything that could be better?
Would they like to communicate at a set frequency? If so, how often?

The goal is to ensure your clients' needs are being met and that they are comfortable with the tool you just provided them. This will ensure all the work you just did to get them in the system was worthwhile.

If you have questions, please reach out to support@swept.com or ask a question in our chat bot.