Lead response and intake
Respond to inquiries through agreed channels, collect property and service details, and record what the customer needs. Requests outside your service area or scope go to the right person.
Keep inquiries, bookings, and customer follow-up moving while your crews focus on the clean. Create & Reach helps cleaning business owners manage the recurring work behind every appointment.

A virtual assistant for cleaning services can own the coordination that otherwise interrupts your day. We define the tasks, tools, and approvals around how your business already works.
Respond to inquiries through agreed channels, collect property and service details, and record what the customer needs. Requests outside your service area or scope go to the right person.
Help deliver approved estimates, track unanswered quotes, and follow up with prospects. Your team sets pricing, discounts, and the situations that need a custom estimate.
Coordinate appointments, confirmations, recurring visits, and rescheduling. Keep customer preferences and schedule changes visible in your booking system.
Share reminders, arrival updates, and approved access notes. Record customer concerns and route service-quality decisions to the person responsible for resolving them.
Maintain job notes, update customer records, and follow up on outstanding invoices using your approved process. Keep exceptions visible so they can be resolved.
Send post-service check-ins and review requests, record feedback, and help customers arrange their next clean. Give recurring clients a clear point of contact.
Imagine a homeowner asking about a recurring clean while your crew is on a job. An agreed workflow gives your assistant a useful next action at every stage.
This is an example workflow; the exact steps depend on your service and booking rules.
Record the address, property size, cleaning frequency, preferred dates, and any special requests.
Use approved information to support an estimate, or pass an unusual request to your team for review.
Check available appointments, document the customer's choice, and send the agreed confirmation and preparation notes.
Update the job record, follow up after the visit, and coordinate the next appointment when requested.
Cleaning businesses are where our operating experience began. Our team has supported BookingKoala workflows, bookings, customer follow-up, and the daily coordination cleaning owners manage.
We start by reviewing your existing software and process. Tool familiarity is a foundation; your service areas, pricing rules, crew availability, and customer standards shape the actual role.

Start with the work that needs consistent ownership. We use a defined process to agree on scope, launch support, and improve the handoffs over time.
Review inquiry volume, recurring tasks, existing tools, and the points where work waits on the owner.
Define responsibilities, required hours, approved scripts, access, reporting, and the decisions that need your approval.
Introduce the workflow, review real examples, and use feedback to improve consistency before adding responsibilities.
Bring your priority tasks, software, and required coverage hours to the conversation. We can discuss the support your workflow needs and the details to confirm before you begin.
For a step-by-step way to prepare, read our cleaning business VA hiring guide.
An assistant can support inquiries, approved quote follow-up, bookings, recurring schedules, customer communication, job records, invoice reminders, and review requests. The role is scoped around your tools and operating rules.
Our team has BookingKoala experience. We review your setup and the specific tasks involved before agreeing on access and responsibilities. If you use another system, bring it to the workflow discussion so we can assess the requirements.
Yes. Starting with one repeatable workflow helps establish clear instructions and a working rhythm. Additional responsibilities can be discussed once the initial work is running consistently.
The cost needs to be discussed against the proposed scope, hours, and support arrangements. Ask for a written breakdown of fees, what is included, and any additional costs. Book a call to discuss your needs with Create & Reach.
Share your time zone, peak inquiry periods, and any evening or weekend needs. Coverage hours and arrangements must be confirmed as part of your support plan before launch.
Your team keeps authority over pricing exceptions and service-quality decisions. The assistant records the request, communicates approved information, and follows the escalation process you agree.
Choose a point person and gather your service list, pricing rules, service areas, booking instructions, customer message examples, and escalation contacts. We use these inputs to define the workflow and the access needed.