Stop 5 of 8 · Weekly
Proposals
Walkthrough notes plus the Offer Project become a Word proposal with scope, frequency, an empty price table and the one-page tenant version.
The document that closes
A cleaning proposal is not a persuasion piece. By the time Dalia writes it the property manager has already decided she is credible. The proposal exists to answer one question precisely: what will your crew do in my building, how often, and what am I signing for.
Which means most of it is scope, and scope is where Claude earns its keep. Dalia's walkthrough notes are voice memos and photos: third floor kitchen, two lobbies, the freight elevator only after six, tenant on five has a lab and wants their own protocol. Turning that into a clean scope table used to take her Sunday evening.
What the proposal contains
| Section | Comes from |
|---|---|
| Scope by area, with frequency | Walkthrough notes plus the service list |
| Staffing shape and hours | Your notes, or a placeholder |
| Price table | Empty brackets that Dalia fills |
| Terms, insurance, transition plan | The Offer Project files |
The transition plan is the section that wins against an incumbent. Nobody wants a gap in cleaning. Two paragraphs on how the first two weeks work, overlapping with the outgoing vendor, beats a page about your values.
Try this
Inside the Offer Project. Here are my walkthrough notes and photos from [building name]: [paste the notes and attach the photos]. Write the proposal as a Word document. Sections: cover paragraph, scope of work by area with frequency, staffing and hours, price table, transition plan for the first two weeks, terms and insurance from the Project files. Every rate, total and square-foot figure is a bracketed placeholder. End with two lists: "Numbers Dalia must fill" and "Facts I assumed from the notes".
Same proposal. Write a one page version for the tenant on floor five who pays a share of the bill and was not on any of my calls. Cover only what changes on their floors, their lab protocol, and who they call at night. Plain language, no scope jargon, still a Word document.
Compare the scope in this proposal against the scope in the RFP the property manager sent: [paste the RFP]. Give me a three column table: RFP line, what my proposal says, gap or extra. Flag anything in the RFP I have not addressed at all.