LeadWharf

Winning contracts · Checklist

The commercial cleaning walkthrough checklist (printable)

A commercial cleaning walkthrough checklist should cover five things: the buyer's reasons and expectations, access and security, measurements and counts for every area, special surfaces and hazards, and the decision process and timeline. Print the checklist below, fill it in on site, and you will have everything you need to price the job the same day.

Aarav SharmaBy Updated 8 min read

The walk-through is where most commercial cleaning jobs are won or lost. The buyer is watching how organized you are, and you are collecting the numbers your price depends on. Miss a restroom or a floor type and you either underprice the job or come back a second time looking unprepared. This commercial cleaning walkthrough checklist is built to be printed and filled in on site. It follows the order of a real visit: questions first, then the building area by area, then the close.

If you have not yet confirmed the building is a fit, start with how to qualify a cleaning lead. A ten-minute call before the visit saves a wasted trip.

What should you prepare before the walk-through?

Prepare the facts you already have, the tools you need and the proof buyers ask for, so the visit is about their building and not your paperwork.

Before you go

  • Confirm time, address, parking and who you are meeting (name and role)
  • Ask whether the decision-maker will attend; if not, who will
  • Request a floor plan or square footage in advance
  • Look up the building online: tenants, size, type of business
  • Print this checklist, or load it on a tablet
  • Pack a laser measure or measuring wheel and a phone for photos
  • Bring your certificate of insurance and a leave-behind with contact details
  • For medical or specialty sites, bring procedures and training records

What should you ask before you start walking?

Ask why they are changing, what good looks like to them, and how they will decide. Five minutes of listening at the start shapes the whole proposal.

Opening questions

  • What made you start looking for a new cleaner?
  • What do you like about your current service, if anything?
  • Which areas get the most complaints, and from whom?
  • How often do you want service, and on which days?
  • What time window works: after hours, early morning, daytime?
  • How many people are in the building on a normal day? Visitors?
  • Who supplies paper towels, toilet paper, soap and liners today?
  • Are there any upcoming changes: moves, renovations, new tenants, headcount growth?
  • Who else is involved in the decision, and when will you decide?
  • What would make the first 30 days a success?

What building details should you record?

Record the facts that affect scheduling, access and cost for the whole building.

Building information

ItemNotes
Building type (office, medical, industrial, retail, other)
Total square footage (stated)
Cleanable square footage (your estimate)
Number of floors
Occupied or partly vacant areas
Hours of operation
Owner-occupied or leased; who pays for cleaning
Current cleaner and contract end date (if shared)

How do you handle access and security questions?

Handle access and security by writing down exactly how your crew gets in, what they can touch and who they call in a problem. Buyers worry about this more than they say.

Access and security

  • Keys, key cards or codes: how many, who holds them, how they are returned
  • Alarm system: arming and disarming process, who to call on a false alarm
  • Restricted areas: server rooms, executive offices, labs, records rooms
  • Sign-in or background check requirements
  • Parking and loading access for your crew
  • Emergency contact after hours
  • Rules on lights, doors, thermostats and windows at the end of a shift

What should you measure in each area?

Measure square footage by floor type, and count the fixtures and items that drive time. Production rates convert these measurements into hours. ISSA's formula is square footage divided by the production rate per hour, times 60, to get minutes, so accurate square footage by floor type is the foundation of the price.

Use a line for each area as you walk. Note photos by number if you take them.

Entrances and lobby

  • Floor type and square feet
  • Entry mats (who supplies them: you, the client or a mat service)
  • Glass doors and sidelights: count
  • Reception desk and seating
  • Elevator lobby, directory boards, planters
  • Seasonal issues: salt, sand, mud, rain

Offices and open work areas

  • Number of private offices
  • Number of workstations or desks
  • Carpet square feet; hard floor square feet
  • Trash and recycling points (under-desk bins or central)
  • Desk policy: clear desks only, or dust around items
  • Clutter level: low, medium, high (affects your rate)
  • Interior glass partitions

Conference and training rooms

  • Count and approximate size
  • Tables, chairs, whiteboards
  • Frequency of use and after-meeting reset needs

Restrooms

Restroom locationToiletsUrinalsSinksShowersFloor typeNotes
  • Dispenser types and who supplies consumables
  • Feminine hygiene units and who services them
  • Any recurring odor, clog or grout issues

Break rooms and kitchens

  • Count and floor type
  • Appliances to clean: microwaves, fridges, coffee machines, dishwashers (exterior or interior)
  • Dishes: whose job?
  • Sinks and counters
  • Trash, recycling and compost streams

Floors and floor care

  • Square footage by type: carpet, VCT, LVT, sealed concrete, tile, wood, stone
  • Current condition: note stains, wear, buildup, damage
  • Periodic work wanted: strip and wax, scrub and recoat, carpet extraction, tile and grout
  • Machine access: elevators, outlets, water source

Stairs, elevators and common areas

  • Stairwells: number of flights
  • Elevators: number of cars, interior finishes
  • Corridors: floor type and square feet
  • Common restrooms (if multi-tenant)

Specialty areas

  • Medical exam or procedure rooms (see medical office cleaning contracts)
  • Labs, clean rooms or data rooms
  • Fitness rooms and locker rooms
  • Warehouse, shop or production floor
  • Childcare or classroom areas
  • Retail sales floor

Exterior (if in scope)

  • Entrance sweeping and litter pick-up
  • Exterior glass at ground level
  • Dumpster area

What safety and storage details should you check?

Check where your crew will store supplies, get water, dispose of waste and find safety information. A missing janitor closet can add time to every visit.

Safety and storage

  • Janitor closet: location, size, lock, shelving
  • Mop sink or water source on each floor
  • Where trash and recycling go at the end of the night
  • Location for safety data sheets for your products (OSHA's Hazard Communication standard requires labels and safety data sheets for hazardous chemicals)
  • Any client chemicals or hazards on site
  • Sharps or regulated waste handling rules (medical sites)
  • Slip hazards, wet areas, loading docks, machinery
  • First aid kit and emergency exits

How do you close the walk-through?

Close the walk-through by summarizing what you heard, confirming the scope and frequency, and agreeing when they will receive the quote. Do not leave without a date.

Closing questions

  • "So the main things are [their top complaints]. Did I miss anything?"
  • Confirm frequency and time window
  • Confirm who supplies consumables
  • Confirm any periodic services to price separately
  • Confirm who receives the quote and who signs
  • "I will send a written quote by [day and time]. When would be a good time to go through it together?"
  • Leave your card or leave-behind

How do you turn the checklist into a price?

Turn the checklist into a price by converting each area's measurements into hours with a production rate, then adding labor burden, supplies, supervision, overhead and profit. CleanLink describes two ways to do this: a micro approach using task-by-task production rates, and a macro approach using an overall rate from similar buildings you already clean. How to bid a janitorial job runs the full method with a worked example, and the commercial cleaning proposal template shows how to lay out the written quote.

Send the quote when you said you would. Then follow up on a schedule: how to follow up on a cleaning bid has a cadence and templates.

What mistakes do people make on walk-throughs?

The most common walk-through mistakes are talking more than listening, skipping areas the client did not mention, forgetting to ask who decides, and not agreeing a quote date. A few more to watch:

  • Guessing square footage instead of measuring
  • Not noting floor types separately
  • Missing the restroom on the second floor or in the warehouse
  • Ignoring clutter, which slows every task
  • Promising a price on the spot
  • Leaving without knowing who supplies consumables

Where do the walk-throughs come from?

Walk-throughs come from conversations with decision-makers who want a new cleaner. If you want more of them, LeadWharf finds those people in your area and sends you contacts that clear three checks: the building is in your area, they want regular work at your frequency and job size, and you get the person who signs with a direct line. You book the walk-through and write the quote, using a checklist like this one. Each commercial cleaning lead is exclusive to you. Book a call to check your area.

Questions

Before you ask.

Still not sure? Write to hello@leadwharf.com and a real person will get back to you.

How long should a commercial cleaning walk-through take?

For a small office, 20 to 40 minutes is often enough. Larger or more complex buildings, such as medical offices, multi-floor sites or warehouses, can take an hour or more. Tell the buyer how long you need when you book, and use the checklist so you do not have to come back for missed details.

Should I give a price at the end of the walk-through?

Usually not. Give a timeframe instead, such as a written quote by tomorrow afternoon, and keep it. Pricing on the spot risks missing hours you only notice when you sit down with the numbers. A fast, accurate written quote builds more confidence than a quick guess.

What should I bring to a cleaning walk-through?

Bring this checklist, a laser measure or measuring wheel, a phone for photos (with permission), a floor plan if the client has one, your certificate of insurance, and a short leave-behind with your contact details. For medical or specialty sites, bring your written procedures and training records too.

Can I use the client's floor plan instead of measuring?

Use the floor plan as a starting point, but walk every area anyway. Plans rarely show furniture density, clutter, floor type changes, storage rooms or areas the client forgot to mention. Mark up the plan as you go with floor types and fixture counts.

What is the most important question to ask on a walk-through?

Ask why they are looking for a new cleaner. The answer tells you what to fix, what to put first in your proposal, and what the buyer will judge you on in the first month. Write their words down exactly.

Check your area

Find out if your area is still open.

Every area goes to one cleaning company. Once yours is taken, it's taken. Book a free call and find out where you stand.

  • Exclusive. One company per area
  • Credited. Miss a check, you don't pay
  • No contract. Stop whenever you like
Check if my area is open

Calendar not opening? Book on Cal.com or write to hello@leadwharf.com.

Aarav Sharma

You'll talk to Aarav Sharma

Founder, LeadWharf

What happens on the 30-minute call

  1. You tell us your area, the buildings you want, and the smallest job worth sending a crew to.

  2. We tell you if your area is still open, and what each lead will cost you.

  3. If there isn't enough work near you to make it worth it, we tell you that too.

No hard sell. Nothing to sign on the call.