A Technician’s Successful Day

Mastermind Customer Service & Sales for Maximum Results

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Technician Training Roadmap:

​Customer Service & Sales

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Why This Training Matters--

Your attitude and approach set the tone for every customer interaction. When you build a genuine connection with customers, they are far more likely to:

• Trust your expertise

• Choose your services

• Leave 5-star reviews

• Refer your company to others

• Say “yes” to recommended services

• Gratitude, Tip or Reward You

• Be Patient During Mistakes

• Purchase additional services

• Engage Positively with You

• Become loyal customers who return again and again

This program gives you the tools to create those connections, deliver consistent results, and grow your business.

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Your Outcome Goals

• Master Customer Service & Sales skills made for the cleaning industry

• Earn 5-star customer rapport and boost every invoice

• Grow your confidence and expand your skillset on every job

• Advance your career with each customer visit

• Close more jobs—aim for first-visit success every time

• Upsell naturally and professionally, adding value for the customer

• Reduce callbacks and eliminate re-clean requests by doing the job right the first time

• Increase your paycheck and company profit through superior service

• Achieve lasting professional and financial success

• Turn every customer interaction into a revenue opportunity

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Customer Service Roadmap

1. The Morning Mindset​

2. The First Phone Call​

3. Before and After You Park Your Vehicle​

4. Before You Enter the Door​

5. After You Enter the Door​

6. Deliver 5-Star Service​

7. Close the Deal on the First Visit​

8. Handle Upset Customers​

9. Reduce or Eliminate Re-Cleans​

10. Review of Your Day​

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Sales & Upselling Roadmap

1. The Morning Mindset​

2. The First Sale​

3. Identify Additional Needs​

4. Offer Additional Services Naturally​

5. Present Smooth, Professional Quotes​

6. Improve Your Closing Rate​

7. Handle a “No” Effectively​

8. Upsell with Confidence​

9. Follow Up on Unclosed Quotes​

10. Review of Your Day​

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What You Will Learn--

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Customer Service:

1. The Morning Mindset

How to start the day prepared, focused, and ready to serve—building habits that lead to consistency, professionalism, and confidence on every job.

2. The First Phone Call

How to make a strong first impression, set expectations, and build trust before you ever arrive at the job.

3. Before and After You Park Your Vehicle

Professional habits that show customers you’re prepared, respectful, and focused—even before you step onto their property.

4. Before You Enter the Door

How to present yourself with confidence, establish trust immediately, and set the tone for a 5-star service experience.

5. After You Enter the Door

Techniques to engage the customer, walk through the job with professionalism, and make them feel at ease.

6. Deliver 5-Star Service

How to consistently create an outstanding customer experience that drives loyalty, repeat business, and referrals.

7. Close the Deal on the First Visit

Proven strategies to build trust quickly, present your quote with confidence, and secure the customer’s “yes” before you leave.

8. Handle Upset Customers

Step-by-step approaches for turning negative situations into positive outcomes—protecting both the relationship and your company’s reputation.

9. Reduce or Eliminate Re-Cleans

Techniques to prevent callbacks by doing the job right the first time, ensuring quality results and customer satisfaction.

10. Review of your day

A simple end-of-day process to reflect on wins, learn from challenges, and prepare for tomorrow—ensuring continuous growth and improvement.

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Sales & Upselling:

1. The Morning Mindset

Start your day prepared, focused, and confident. Begin by setting clear sales goals for the day

2. The First Sale

Understand what the customer originally requested service for—it’s the foundation of trust. 

3. Offer Additional Services Naturally

Use proven techniques to recommend extra services in a way that feels helpful, not pushy—so customers see the value and say yes.

4. Earn More from Each Customer

Learn how to increase revenue while building trust, creating win–win outcomes for both the customer and the company.

5. Improve Your Closing and Upsell Rate

Develop the skills to consistently close more jobs and upsell services with confidence.

6. Present Quotes Smoothly and Professionally

How to deliver clear, polished quotes that make it easy for customers to review and say yes.

7. Handle a “No” Answer Effectively

Step-by-step strategies for responding to objections and rejections in real time, turning “no” into a second chance.

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“Every interaction is an opportunity—serve with excellence, sell with confidence, and make every day a step toward your success.”

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• Order Today — $19.99 (Click)

• All orders are delivered in PDF format by email. Clients are responsible for saving or printing a copy for their records.

• Important Notice
  All sales are final. The strategies and techniques shared in this booklet are based on over 25 years of real-world experience in the cleaning industry. However, results will vary from person to person. CleaningIndustryCoach makes no guarantees regarding individual success or financial outcomes.