Episode #24 - The Low-Tech METHOD of getting a Deposit without CRM (Customer Relationship Management Softwear)

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In this episode, we explore the traditional, low-tech methods of securing deposits without relying on Customer Relationship Management (CRM) software. While CRM systems are valuable, not everyone may have access or need for them, especially in the context of getting deposits for cleaning services. We discuss practical approaches that don't require advanced technology, ensuring you can secure deposits efficiently and effectively.

**Key Points:**
1. **Getting a Deposit:** It's increasingly common to request a deposit upon booking, particularly for one-time cleanings.
2. **Deposit Calculation:** Calculate the deposit amount (e.g., 50% of the total cost) and request it on the day of scheduling to secure the spot on your schedule.
3. **Old-School Method #1:**
   - Create a PDF document with the cleaning details.
   - Print out the document.
   - Take photos of the document and send them to your phone for reference.
   - Operate on a first-come, first-serve basis.
4. **Old-School Method #2:**
   - Utilize platforms like getjobber.com.
   - Ensure water and electricity are working before the cleaning tech's arrival.
5. **Merchant Accounts:** Set up a merchant account to validate your bank account and process payments.
   - Examples include Square, Stripe, and QuickBooks.
6. **Money Transfer Apps:** Consider using apps like Zelle and Venmo, but be aware of service fees.
7. **Digital Calendar System:** Implement a digital calendar system to manage bookings and appointments efficiently.
8. **Benefits of Deposits:** Deposits are a standard practice in online transactions, providing security for both parties.

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**Cleaning Business Contracts Class:** Enroll in our Cleaning Business Contracts Class for essential contract knowledge [link].
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