Use this Commercial Sales Survey template to scope commercial cleaning opportunities and capture key site details for accurate proposals. Record SQM, office headcount, companies in attendance, and whether site plans are available. Assess current arrangements including cleaning times, number of staff, supervisory hours, lock-up and alarm access, standards, and consumable supply. Note client satisfaction, concerns, and reasons for seeking a new provider. Document specialist works, external cleaning, and innovative equipment or methods. Identify cleaner storage, water access, and any areas not currently serviced. Add photos across all areas to support quotes and improvement plans.
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