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Stop losing leads to a sticky note

The pipeline board is right below — every prospect from first call to signed contract in one place, with pipeline value and win rate on top. Nothing goes cold because you forgot to follow up. The guide behind it turns the board into closed deals.

  • view_kanbanDrag leads from prospect to won
  • monitoringPipeline value & win rate at a glance
  • notifications_activeNothing slips through the cracks
check_circleFree with a one-time signup — unlocks every premium tool.
PIPELINE
$48k · 32% win
PROSPECT
QUOTED
WON
drag_indicatorMove a lead forward, the stats update
The tool

Lead pipeline board

How to work a pipelinearrow_forward
view_kanban Lead Pipeline Runs in your browser

Lead Pipeline

Track locations from prospect to active client

Total Leads
0
Pipeline Revenue
$0
Avg Margin
0%
Active Revenue
$0
Win Rate
0%
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Lead Details

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The leads you don't track are the deals you don't win

Most cleaning businesses don't lose bids because their price was wrong — they lose them because a promising prospect went quiet and nobody followed up. A quote sent and forgotten, a walkthrough that never got a callback, a warm referral buried in a text thread. Every one of those is revenue that was yours to lose, and a pipeline is how you stop losing it.

This page gives you both halves: a free pipeline board that tracks every prospect from first contact to signed contract — with pipeline value, average margin, and win rate calculated as you go — and a short guide to working that pipeline so more of it closes. Drag a lead forward, watch the numbers move.

Built for commercial cleaning. Your pipeline stays in your browser — nothing is uploaded.

The guide to a cleaning sales pipeline that closes

Winning cleaning contracts is a numbers game with a memory problem. A pipeline solves the memory. Here's how to run one.

Why a pipeline beats keeping it in your head

When you're bidding a handful of jobs a month, you think you can track them in your head. You can't — and the ones that slip are always the ones worth the most, because bigger deals take more touches to close. A pipeline makes every open opportunity visible at once, so nothing depends on you remembering to chase it. It also tells you, honestly, how much revenue is in play and how often you actually win — the two numbers that let you plan instead of hope.

The stages that move a lead to signed

A cleaning lead moves through predictable stages — the board makes each one a column you drag between:

  • Prospect — a building or company you want to clean, before contact. Fill this column from your prospecting list.
  • Contacted — you've reached out or done a walkthrough. The clock is now ticking on follow-up.
  • Quoted — a proposal is out. This is where most deals are won or lost on cadence, not price.
  • Won / Active — signed and cleaning. Now it feeds your renewal and invoicing.

The point of stages isn't tidiness — it's knowing exactly what each lead needs next, so no one sits in "Quoted" for three weeks with no follow-up.

Follow-up is the whole game

The single biggest source of lost cleaning contracts is the bid that never got a second touch. Buyers are busy; a quote lands, something else comes up, and a proposal that was 80% of the way to yes quietly dies of silence. Working the pipeline means every lead in "Contacted" or "Quoted" gets a deliberate next step — a call, an email, a check-in — on a schedule, not when you happen to think of it. Persistence, not price-cutting, is what closes the gap.

bolt
From the field "Half the accounts I've won came from the third or fourth follow-up — long after I assumed they'd gone with someone else. The only reason I kept touching them is they were sitting in front of me on the board instead of lost in my inbox." Owner-operator, commercial janitorial

Do this, not that

check_circleDo

  • checkLog every prospect the moment it exists
  • checkGive each lead a clear next step
  • checkFollow up on a schedule, not a whim
  • checkWatch your win rate and pipeline value
  • checkMove won leads straight into a contract

cancelDon't

  • closeKeep leads in your head or a text thread
  • closeSend a quote and wait for them to call
  • closeLet a lead sit in one stage for weeks
  • closeGive up after one follow-up
  • closeGuess at how your sales are trending
Two-minute check

Are leads slipping through the cracks?

Check every statement that's true for your janitorial business today. Your leak score updates as you go.

0 /100 leak score

Build your pipeline
Why the two minutes pays off

Sticky notes vs. a worked pipeline

Same leads, same market — one lets winnable deals cool, the other closes more of them. Here's roughly what the difference is worth.

sticky_note_2Sticky notes & memory

"I'll follow up when I think of it."

  • removeLeads live in your head and your inbox
  • removeQuotes sent, then forgotten
  • removeNo sense of pipeline value or win rate
  • removeWarm leads go cold in silence
Winnable deals
Leaking

view_kanbanA worked pipeline

"Three leads in Quoted need a follow-up today."

  • checkEvery prospect visible in one place
  • checkA clear next step on each lead
  • checkPipeline value and win rate live
  • checkFollow-ups happen on schedule
Winnable deals
Closed
$25k$250k$500k

Closing even a few more of the leads that would otherwise cool is worth roughly a year in won contracts on a pipeline this size — work you already sourced, simply not lost.

See it in Swept

Win the account, then run it like one

The pipeline gets a lead to signed — Swept keeps it that way. The moment a prospect becomes a client, schedule the crews, verify the clock-ins, and prove the quality, so the account you worked so hard to win actually stays won.

What janitorial teams run in Swept

  • check_circleTime tracking with location-verified clock-ins
  • check_circleInspections with photo proof for clients
  • check_circleScheduling and team messaging in one place
  • check_circleJob costing that protects your margins
Good to know

Frequently asked questions

How do leads move through the board?expand_more
Each lead is a card you drag between stage columns — prospect, contacted, quoted, won. As cards move, the stats on top (pipeline value, average margin, win rate) recalculate automatically.
Can I import my existing locations or prospects?expand_more
Yes — Import Locations pulls in the locations you've already saved so you're not starting from a blank board, and you can add new leads directly with the Add Lead button.
Where is my pipeline data stored?expand_more
Locally, in your browser. It never leaves your device. Clearing your browser data removes the pipeline, so export or note anything you need to keep.
What happens when I win a lead?expand_more
A won lead carries its details forward — open a proposal or contract straight from the lead and its client and location info are already filled in, so you're never re-keying. Won accounts also feed your renewal assessments later.
How does this fit with the other tools?expand_more
Prospecting fills the top of the pipeline, the pipeline works leads to signed, and the proposal and contract generators close them. They share client and location details, so the whole path from lead to contract is one connected flow.