1. Client lead capture
Create a polished mechanism for capturing new prospects from the website and future shared workflows, with immediate routing into follow-up rather than inbox drift.
2. Client contact database
Store household records, contact details, property facts, service cadence, preferences, pets, off-limits zones, and relationship notes in one canonical system that hooks directly into capture.
3. House cleaning status tracking
Track the state of active jobs and recurring service from lead → quote → onboarding → scheduled → cleaned → followed up, with room for property-specific cleaner instructions and proof-of-clean later.
4. Billing and retention
Eventually support invoicing, recurring billing, package/subscription logic, retention tracking, and simple visibility into who is recurring, who is drifting, and who needs follow-up.
5. Household memory and relationship detail
Preserve high-touch details like scent preferences, pets, access notes, sensitive surfaces, family/household preferences, and important dates so the service feels genuinely curated rather than generic.