How This Course Works

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This course takes you through all the phases of starting a running your own cleaning referral agency. Each lesson (and supporting downloads) can be purchased separately from the shop page, or altogether assembled into a cohesive, sequential online course found right here. 

 

If you're already up and running but not sure if you have your foundations properly set up, I would recommend taking this full course. However if you're confident in your foundations, then select only the lessons/content you want to develop more from the shop page.

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Set up in an 8 week program for you to get up and running with solid systems in place. Each lesson will include relevant homework assignments and supporting downloadable documents. Wherever possible I give you content that I actually use in my own business and tips & tricks I've learned along the way. The goal is to shorten the timeline from when starting out to six figures and working 4 hours a week. When I started, there was no such training for Referral Agencies. 

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So, let’s break it down.​

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Week #1

Stage-1 Business Concept

Introduction (available to view for free without enrolling)

• Diem's Story

• What to expect in this course (video shown here)

• What exactly is a referral agency and how it works

• Referral Agency vs Cleaning Company

• What can a RA do for your quality of life

• Start up cost & monthly expense​

Stage 2- Business Development 

Business foundations

• Picking an effective business name

• Determine the best business entity

• Obtain a business license and EIN number

• Setting up your 3 bank accounts

       & how to use them

 

Week #2 

Branding as a Referral Agency 

• Creating a eye catching logo

• Selecting & buying a domain name

• Creating a website, pages to include.

• Observe a website review. Do's & Don't's

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Week #3

Software (Free)

• Softwares needed to run your business efficiently

• What Diem uses in her RA & why she chose them

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Week #4 

Pricing for Profitability 

• How to conduct market research in your local area

• How much to pay cleaners in order to attract talent & increase retention

• How much to charge clients in order to maximize revenue and close sales

• How to handle promotional discounts. Should they effect cleaner's pay?

• Determine hourly rate vs flat rate pricing, which one is better?

• Pricing grid for online bookings, eliminate over charging or undercharging

• Downloads Included: Diem's Pricing Parameter& Industry Average Cleaning Times PDF​

 

Week #5 

Sales & Terms of Service 

• In home estimates vs phone sales vs online booking

• Sales Script and break down of the components can also be used train sales team (maximize sales conversion, maximize up-sales opportunities while clearly explaining what a referral agency does)

• Sample explainer video for online booking page

• Setting Proper Expectations w Client Terms of Service

• ​Downloads Included: Sales Script PDF & Sample Client Terms of Service

 

Week #6 

Recruiting cleaners 

• Job post- clearly explains to cleaning candidates the expectations & benefits of working with your Agency

• Screening questions- to ensure that lead is qualified for an interview

• Interview questions- ensure their business practices will line up with your reputation 

• Reference check questions- spot fake references, ensure quality cleaners without having to conduct test cleans

• Orientation- show them how to work with your agency and set expectations

• Check for understanding questionnaire for cleaners- to ensure they acknowledge an independent working relationship

• On-boarding checklist- to ensure all cleaner files are properly put together

• Reinforcing culture of working relationship to ensure clear understanding and limit liability

• Downloads Included: Recruitment Flow Chart, Job Post, Screening Questions, Interview Questions, Reference Check Questions, Orientation Check for Understanding Survey​, Cleaner File Checklist, Sample Termination Exit Form

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Week #7 

Stage 3: Growing the business

Marketing ​

• 20 marketing ideas (free and paid, my experience and opinion about them)

• Automation | What is it and how can it help grow revenue at no additional marketing cost?

• Email lists recommendation

• Automation pipelines list: 6 lists recommendations & their different marketing messages

• Email content ideas- and example copies of the emails 45 emails I use in my automation

• Downloads Included: 20 Marketing Ideas List, 14 Nurturing Email Samples for Existing Clients, 19 Nurturing Emails for New Leads Sample, 12 Sales Recapture Email Samples, Automation Flow Chart

 

Week #8 

Stage 4: Expansion

An Online Resource Center

• Resource Center Template Site- Log all your training, procedures, policies, & instructions in one place

• Get an actual website template transferred to your free Wix account (a drag & drop website platform)

• Use for training new staff/replacement staff and as an asset when selling your business

• Includes Diem's content on how to handle customer complaints & cleaner issues

• Downloads Include: Diem's copy/content for Resource Center, Resource Center Template Site

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Stage 5: Maturity 

Hire Virtual Assistants. Track Key Performance Indicators. Work less. 

• Hiring VAs and assign duties-where to post jobs, what to look for and interview questions for VAs

• Guideline for the first 3 days of on-boarding a Virtual Assistant 

• Key performance indicators- actual excel spreadsheet for you to fill out and track performance

• Time management- how to cut back to working 4 hours and what you do in that time

• Downloads Include: VA Job Post Sample, Skill Assessment Sample, Interview Questions Sample, KPI Excel Spreadsheet 

 

As you can see this course is includes all the steps you need to get started and running very quickly! It will grow with you through the Business Maturity Stage, offering lifetime access to course content.

 

What’s not included:

• Things you have to do or create: ie website, logo, explainer video etc.

• My automation systems. In the course I tell you what you need to do for automation but if you want to use my system specifically it requires you to use the same software I do. So for the sake of freedom of choice, I've left that automation course out and can be purchased separately

• Also, for my California folks, I have a How I Stays Compliant as a DRA course that is also sold separately.

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=$1,950

When Sold Separately

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$1,499

Altogether

 

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View Introduction Lesson for FREE without having to enroll.