Understand a cleaner’s day
Learn the physical and emotional reality behind the schedule: access, job notes, drive time, workload, client expectations, and the need for fast support.
Office, Sales, Marketing & Leadership
Client care that feels like Wheatley Creek
Start by supporting the field team exceptionally well. Then follow the role track that fits your lane: Office Operations, Sales & Client Care, Marketing & Brand, or Leadership.
Shared foundation · Every office-based role
Support the people in the field
The office shapes the team’s day. Clear notes, thoughtful scheduling, timely messages, and good judgment help field employees feel prepared, respected, and able to do great work.
Foundation & tools
Build fluency in Jobber, Gusto, CompanyCam, communication expectations, and the private training record.
GRIT & Wheatley Creek voice
Be reliable, rooted, gritty, approachable, and people-first. Communicate like a helpful neighbor who knows what they are doing.
Track 1 · Office operations
Become the calm, reliable backbone
This 30/60/90 path builds confidence in the daily flow first, then moves toward ownership, anticipation, and dependable problem-solving.
Learn the flow
Shadow Jobber, phones, emails, schedule changes, confirmations, opening and closing tasks, and the field team’s daily rhythm.
Own your lane
Run daily scheduling, handle most calls from start to finish, keep Jobber current, follow up with clients, and solve small problems before they grow.
Be the backbone
Own phones, email, scheduling, confirmations, client touchpoints, reporting support, and onboarding coordination with minimal oversight.
Track 2 · Sales & client care
Turn clear conversations into long-term trust
Sales at Wheatley Creek is not pressure. Listen carefully, determine fit, give a clear next step, and do exactly what you say you will do.
Discovery through follow-up
Practice discovery calls, client fit, clean quotes, scope lock, objections, follow-up, and appropriate next steps.
Personas & Home Club
Know the clients Wheatley Creek serves best, what matters to them, and how Creekside Home Club improves the experience.
Own the next step
When something misses the mark, listen without defensiveness, clarify the facts, communicate the plan, and follow through.
Track 3 · Marketing & brand
Make every message recognizable
Marketing should show the real Wheatley Creek: warm, capable, local, clear, and focused on the life a well-cared-for home makes possible.
Voice, tone & visual brand
Write with warmth and confidence—not corporate jargon, overpromises, or passive-aggressive language. Keep every asset visually on brand.
Tell useful, human stories
Plan content that educates, builds trust, shows real work, celebrates the team, and invites the right clients into a conversation.
Use a brand check before publishing
Is it straightforward? Is it respectful? Does it sound like someone you would be comfortable seeing at the grocery store? If not, rewrite it.
Track 4 · Leadership
Lead with warmth, ownership & follow-through
Leadership means setting people up for success, anticipating needs, giving clear feedback, and helping the whole team grow—not simply assigning tasks.
Coach & develop
Use clear expectations, regular feedback, real practice, and meaningful recognition to build capability and confidence.
Run useful microlearning
Use short recurring lessons, discussion, practice, and manager verification instead of one overwhelming annual training day.
Creekside Care Standard
A shared customer-service path for every role, built around anticipation, ownership, thoughtful recovery, and memorable service.
Next content build: the Creekside Care Standard will turn these service principles into short, interactive practice scenarios for the whole team.
Ready to check your progress?Open My Learning for private assignments and your official training record.
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