Commercial cleaning companies: pilot proposal
Use this pilot proposal exercise to design a small engagement that resolves a real uncertainty and has a clear stop or proceed decision. You are discussing a scheduled commercial cleaning service with an office manager overseeing multiple floors. The point of the practice is to make a useful decision together, including recognising when the offer is not a fit.
Agree a bounded trial with evidence requirements and a review date, without implying expansion is automatic.
The situation
In this fictional brief, cleaning requests are ad hoc and quality expectations are not documented. The buyer wants a clear checklist with inspection and issue-resolution responsibilities. Your offer is a scheduled commercial cleaning service, but you must first establish whether its scope addresses the actual need.
A relevant delivery constraint is that building access and occupied areas restrict working times. Treat that as a fact in the exercise; do not remove it to make the sale easier.
| Your counterpart | an office manager overseeing multiple floors |
|---|---|
| Offer under discussion | a scheduled commercial cleaning service |
| Evidence available | a sample room-by-room scope and inspection record |
| Terms to clarify | Define task frequency, supplies, access, exclusions and inspection arrangements. |
How to approach pilot proposal
A useful question for this stage: “What evidence would make you decide not to expand?” Ask it when the conversation creates a reason for it, rather than reciting every question in order.
- Define a narrow scope, a baseline, an owner and success criteria. Include a stop condition and the decision after the pilot.
- Ground the discussion in the buyer’s work. Ask: “Which areas create the most repeat complaints, and how are they inspected?” Listen for a concrete example before making a claim.
- Use evidence relevant to the decision: a sample room-by-room scope and inspection record. Explain what it demonstrates and what remains unverified.
- Agree a bounded trial with evidence requirements and a review date, without implying expansion is automatic.
An industry-specific concern
Buyer: “The current cleaner is less expensive.”
Possible response: “We should compare frequency, included tasks, access and how missed work is corrected before judging the totals.”
Why this response helps: it acknowledges the concern, brings the discussion back to a verifiable requirement and leaves room for a different decision. Adapt the wording to what the buyer actually said.
Run the practice
- Prepare for two minutes. One person takes the seller role and one plays an office manager overseeing multiple floors. Read the offer and constraint separately from your preferred answer.
- Have a five-minute conversation focused on design a small engagement that resolves a real uncertainty and has a clear stop or proceed decision. The buyer should answer consistently with the brief and ask for evidence when a claim is vague.
- Add this challenge: The buyer wants an open-ended free trial. Explain the work involved and propose a finite evaluation with clear responsibilities.
- Pause for feedback. Quote one useful question and one missed opportunity. Repeat the difficult exchange using a different response.
- Finish by writing the actual agreement. A sensible option, when it fits, is to inspect a defined area against a jointly agreed checklist. A clear decision to pause is also a useful outcome.
What to avoid
| Common mistake | Calling a discounted full project a pilot without a learning objective. |
|---|---|
| A stronger direction | Let us test the uncertain part first and agree what the result will and will not tell us. |
| Scope and claim boundary | Avoid unsupported hygiene or disinfection claims. |
| What to measure in real work | completed inspections and resolution of recorded issues. Establish a baseline and definition before interpreting a change. |
An example conversation
Which question would a small trial need to answer before you considered a wider engagement?
Our concern is that cleaning requests are ad hoc and quality expectations are not documented. Also, building access and occupied areas restrict working times.
Which areas create the most repeat complaints, and how are they inspected?
The current cleaner is less expensive.
We should compare frequency, included tasks, access and how missed work is corrected before judging the totals.
What evidence would make you decide not to expand?
Your working sheet.
Make the exercise your own. Notes are saved in this browser when storage is available. Download a copy to keep; avoid confidential information on a shared device.
Example: cleaning requests are ad hoc and quality expectations are not documented; building access and occupied areas restrict working times.
Example: What evidence would make you decide not to expand? Industry question: Which areas create the most repeat complaints, and how are they inspected?
Example: a sample room-by-room scope and inspection record. Avoid unsupported hygiene or disinfection claims.
Example: Propose a clear next step, such as: inspect a defined area against a jointly agreed checklist. Confirm the owner and date.
Review your work
This is a reflection checklist, not an automated assessment.
Questions
Who is this commercial cleaning companies exercise for?+
Can I use the example as a script?+
How should I assess the result?+
Fictional training scenario. The dialogue illustrates response choices; it is not a customer testimonial or a record of a real sale.
Explore more sales resourcesTake the conversation further.
Read a practical guide to structuring your sales practice, or explore the current London sales masterclass.
Plan your sales practiceExplore Jordan Belfort in London