Complete this form during and after the compliance completion call. All data is submitted to the Compliance Completion Meeting Google Sheet.
1
Call DetailsMeeting Information
Alliance Name
Company Name
HubSpot Deal Link or IDScouting Alliancee Pipeline deal
City
2
Part 2Document Verification
Mark each item as you verify it live on the call. If an item is missing or has issues, select No and note what's needed.
Government-Issued Photo ID — verified, readable, not expired
YesNo
Registered Business Name & Business Number — document on file, active
YesNo
SIN or GST Number — on file
YesNo
Banking Info / Void Cheque — on file, account confirmed
YesNo
WCB / WSIB — active, not expiring within 30 days
YesNoN/A — $190 fee
Insurance — COI on file, not expiring within 60 days
YesNoN/A — $190 fee
Trainual Training — all 3 phases complete
YesNo
Trainual Screenshot — uploaded to HubSpot
YesNo
References — 2 provided
VerifiedTo Call TodayNot Provided
Intake Form — completed
YesNo
Supplies & Equipment Photo — on file, adequate
YesNo
Vehicle — confirmed, reliable
YesNo
Monthly Admin Fee Confirmed$145-150 (has WCB or Insurance) / $190 (neither) / $90 max (Manitoba)
Missing Items — List Everything NeededIf all items complete, leave blank
3
Part 3Income Math Walkthrough
What did they think they'd earn on a typical building?
Comfortable with the 45% split and per-clean breakdown?
YesHesitantNo
How do they calculate cleaning time? What do they look at?
Understood the 45-day learning curve and ISSA times?
YesNo
Understood this is a business investment, not a job?
YesNo
Have they invested in a business before?
What did they think about first payment timing? (before you corrected)
Comfortable with the 60-day payment delay?
YesHesitantNo
Have they built an invoice before? What's their plan?
Why are they doing janitorial? What's the purpose / business goal?
Where do they see themselves in 6 months? How many buildings?
4
Part 47-Question Training Verification
1
"Tell me everything about inspection reports. Where do you go to submit one? What information do you enter? How many photos do you need to take and of what areas? How often do you submit them? When is the deadline? And if you're having trouble submitting one, what do you do?"
Must Hit: Form link (emailed) → name, email, phone, building name, address → min 5 photos per area (entrance, offices, restrooms, lunchroom, common areas) → 1 per building per month → deadline end of month → contact setup person or support@onejan.com if issues
What did they say?
Pass?
PassFail
2
"Let's say you start cleaning your first building on June 1st. Your contract pays you $300 per month. What date does your first payment arrive, and is there anything deducted from that first payment?"
Must Hit: First payment August 1st (1st of 2nd month after starting) → $90 registration fee deducted → first payment = $210 → full $300 every month after
What did they say?
Pass?
PassFail
3
"You're cleaning a building twice a week — Tuesdays and Fridays. Your checklist has two tasks. One says 'sanitize all desks — each visit.' The other says 'spot wash walls — monthly.' Tell me exactly when you do each of those tasks."
Must Hit: "Each visit" = every time they clean (both Tue and Fri, every week) → "Monthly" = once per month, pick one day consistently → NOT doing monthly tasks every visit, NOT skipping each-visit tasks
What did they say?
Pass?
PassFail
4
"It's 10 PM. You just finished cleaning your building. You're standing at the front door about to leave for the night. Walk me through every single thing you do before you get in your car."
Must Hit: Windows closed → lights off (unless specified on) → lock all doors/access points → set alarm if applicable → no doors propped open → keys/codes confidential, never share → double-check building is secure
What did they say?
Pass?
PassFail
5
"Your payment comes in on the 1st of the month. You look at it and it's $50 less than what you expected. Walk me through exactly what you do — who do you contact, how do you contact them, and what information do you give them?"
Must Hit: Email accounting@onejan.com → include name, building/contract #, expected amount, received amount, suspected reason → can also contact setup person → should NOT sit on it or let frustration build
What did they say?
Pass?
PassFail
6
"You've had 3 service complaints on one of your buildings in the last 3 months. The complaints are things like missed areas, restrooms not fully cleaned, and floors not mopped properly. What happens next?"
Must Hit: Building gets removed → 3-month probation → more issues during probation = more buildings removed → same standard for every alliance
What did they say?
Pass?
PassFail
7
"It's Thursday afternoon. You're scheduled to clean your building Friday night. You just found out you have a family emergency and you absolutely cannot make it tomorrow. Walk me through step by step what you do — who do you call, when do you call them, and what happens with the cost if someone else has to cover for you?"
Must Hit: Contact OJ BEFORE the missed clean, same day → call support line or setup person immediately → their responsibility to find replacement OR ask OJ (cost deducted from next payment) → replacement needs checklist + alarm code → never just no-show
What did they say?
Pass?
PassFail
5
OutcomeCall Result & Next Steps
Fully Compliant? (all documents verified, no missing items)
YesNo
Training Test Score
Call Outcome
Building Offered / SelectedLeave blank if no building discussed
Building Pay to Alliance ($/month)
Next Meeting Type
Next Meeting Date
Items Sent in Follow-Up Email (Option C only)List every item you told them you need — this should match the email you sent
Scout Notes — Overall ImpressionYour read on this person: serious business builder, on the fence, red flags, anything notable