Foundation Playbooks

Set a New Standard for Home Cleanliness

As the EA, you ensure the executive’s home is maintained at a hotel-like standard of cleanliness. You coordinate service providers, establish recurring schedules, and refine cleaning processes proactively. All notes, arrangements, and feedback are documented in GuideLayer > Task comments. Use AI Copilot to optimize schedules, suggest vetted providers, and draft or refine detailed cleaning instructions. Why this matters: A consistently clean and well-maintained home supports the executive’s comfort, peace of mind, and productivity. By setting and maintaining clear standards, you free the executive from oversight and ensure quality is delivered automatically—without micromanagement.

Angel Ligeralde
Marketing Manager, HelpFlow
our PROCESS

Set a New Standard for Home Cleanliness Playbook

Overview / Purpose

As the EA, you ensure the executive’s home is maintained at a hotel-like standard of cleanliness. You coordinate service providers, establish recurring schedules, and refine cleaning processes proactively.

All notes, arrangements, and feedback are documented in GuideLayer > Task comments. Use AI Copilot to optimize schedules, suggest vetted providers, and draft or refine detailed cleaning instructions.

Why this matters:

A consistently clean and well-maintained home supports the executive’s comfort, peace of mind, and productivity. By setting and maintaining clear standards, you free the executive from oversight and ensure quality is delivered automatically—without micromanagement.

EXPECTED OUTCOMES

  • Clear cleanliness standards documented and shared with service providers.
  • Recurring cleaning schedule aligned with executive’s preferences and calendar.
  • Reliable provider access coordinated and confirmed each visit.
  • Continuous improvement through executive feedback and proactive refinement.
  • All arrangements, updates, and feedback logged in GuideLayer.
  • AI Copilot leveraged for scheduling optimization, provider research, and drafting/updating instructions.

When to Use / Scope

Use this playbook when you are responsible for maintaining the executive’s residence or secondary home cleanliness. This includes regular upkeep, deep cleaning, or special cleaning projects (e.g., post-event, seasonal).

Pre-conditions

  • Home access method confirmed (key, code, lockbox, or security system).
  • Cleaning standards or walkthrough received (photos, videos, or written preferences).
  • Budget, payment protocol, and provider permissions approved.

Roles & Responsibilities

Executive Assistant – Define standards, schedule and coordinate providers, ensure access, maintain documentation, and refine processes.

Executive – Provide initial standards, feedback, and special requirements.

Service Providers – Follow checklists and communicate status or challenges.

Finance / Operations (if applicable) – Approve and process payments, track invoices, and manage vendor records.

Templates & Tools

Tools: GuideLayer, AI Copilot, Google Calendar, Yelp, Google Reviews, TaskRabbit, Handy, Thumbtack.

AI Copilot Power Prompts:

  • “Summarize these cleaning requirements into a provider-ready checklist organized by room.”
  • “Suggest top-rated home cleaning services in [city], including availability and reviews.”
  • “Optimize a recurring cleaning schedule to avoid overlaps with travel and family events.”

Client Feedback Template:

Hi [Client], I’ve coordinated today’s home cleaning and documented everything in GuideLayer. Could you share quick feedback—did this meet your standard of cleanliness, or is there anything you’d like me to adjust moving forward?

Success Indicators / Metrics

  • 100% of scheduled cleanings completed on time.
  • Executive feedback consistently marked “meets” or “exceeds” standards.
  • No missed cleanings due to access or scheduling gaps.
  • Recurring cleaning schedule synced with the executive’s calendar and lifestyle.
  • Documented provider performance improvements over time.

Best Practices, Tips & Pitfalls

Pro Moves

  • Maintain a detailed cleaning checklist that evolves with feedback.
  • Provide side-by-side provider options with ratings and reliability notes.
  • Confirm access, timing, and security details before each visit.
  • Track provider performance (punctuality, thoroughness, communication).
  • Anticipate seasonal cleaning needs (e.g., carpets, windows, ducts).
  • Use AI Copilot to predict conflicts (e.g., holidays or travel overlaps).

Top Mistakes to Avoid

  • Vague or missing cleaning standards.
  • Poor access coordination, leading to missed visits or security risks.
  • Ignoring feedback and repeating issues.
  • No recurring schedule—forcing reactive cleanings.
  • Failing to use AI Copilot for provider vetting or optimization.

Client Feedback Loop

After each cleaning or new provider trial, send:

“Hi [Client], I’ve coordinated today’s home cleaning and documented everything in GuideLayer. Could you share quick feedback—did this meet your standard of cleanliness, or is there anything you’d like me to adjust moving forward?”

Log feedback, refine standards, and continuously evolve the home maintenance process to exceed expectations.

Troubleshooting & Edge Cases

  • Provider no-show: Keep 1–2 vetted backup services; confirm 24 hours prior.
  • Access issues: Double-check entry methods and notify security or property management.
  • Unmet standards: Revise cleaning instructions; escalate or replace provider after repeated issues.
  • Schedule conflicts: Sync with executive calendar and adjust proactively.
  • Sensitive items: Add explicit “do not touch” notes for valuables, antiques, or art.
  • Multiple providers: Coordinate schedules to avoid overlap (e.g., cleaners + maintenance).
  • Executive away during cleaning: Verify secure access and request photo/video proof post-cleaning.
01
Task Intake in AI Tool/Project Management Tool
  1. Receive or self-assign the task in AI Tool/Project Management Tool.
  2. Request a photo or video walkthrough highlighting priority areas.
  3. Use AI Copilot to summarize requirements and generate initial cleaning standards.
  4. Document all notes in task comments.
  5. Draft the initial checklist (frequency, high-priority rooms, care for delicate items).
02
Research & Provider Coordination
  1. Identify and vet potential cleaning providers via AI Copilot or trusted directories.
  2. Compare 3–5 options using ratings, availability, and reliability.
  3. Confirm access method (keys, lockbox, security codes).
  4. Book and brief selected provider with detailed cleaning instructions.
  5. Document all provider details and bookings in AI Tool/Project Management Tool.
03
Executive Review & Feedback
  1. Share provider shortlist and cleaning checklist with the executive for approval.
  2. Record all feedback and final decisions in AI Tool/Project Management Tool.
  3. Use AI Copilot: “Refine provider instructions based on feedback for improved outcomes.”
04
Scheduling & Execution
  1. Establish a recurring cleaning schedule (weekly, biweekly, or seasonal deep clean).
  2. Sync appointments with the executive’s personal calendar.
  3. Confirm payment protocol (direct pay, approval, or reimbursement).
  4. Use AI Copilot to optimize timing based on travel and home activity patterns.
  5. Confirm access logistics and provide reminders before each cleaning.
05
Monitoring, Feedback & Continuous Improvement
  1. After each cleaning, request quick feedback from the executive.
  2. Log feedback and use AI Copilot to update the cleaning checklist or provider notes.
  3. Track provider performance and proactively replace or upgrade if needed.
  4. Suggest improvements—eco-friendly supplies, seasonal rotations, or automation tools.
  5. Maintain a full documentation trail in AI Tool/Project Management Tool for transparency and reference.

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