Site Visit Form - Safari Contract Cleaners

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1Welcome!

2Account Info

3Customer Check-In

4Safari Team Member Info

5Floors & Traffic Areas

6Exposed Surfaces

7Restrooms

8Walls, Doors & Details

9Support Areas & Final Details

10Visit Summary/Rating

11Next Steps & Follow-Up

12Team Member Recognition

13Thank you!

Name

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Good, Better, Best Site Visit!

“Good. Better. Best. Never let it rest. Until your GOOD is BETTER, and your BETTER is BEST.”

Let’s ensure we meet our cleaning standards by going through this checklist together.

Assess each “Point of Pride” task based on today’s performance using the following scale. As Champions of Cleaning, our aim is to be “Better” or “Best”, but it is important that we are honest with ourselves and recognize where we can improve.

Safari Success Tip!

The goal is Good, Better, Best — recognize the good, talk through what can get better, and work together toward the best possible service.

Good, Better, Best Begins Here

Enter the account details below so we can capture helpful feedback, recognize good work, and keep every Safari account moving forward.

Account Name :*

Account Number:*

Work Ticket Number

Work ticket number, if applicable

Visit Completed By*

Site visit completed by

Date

Date visit was completed

MM slash DD slash YYYY

Customer Check-In

Capture customer feedback, concerns, or compliments shared during today’s visit.

Safari Success Tip!

When possible, connect with the customer or account contact. Ask what is going well, if they have any concerns, and whether there is anything Safari can do to better support the account.

Account Specs Reviewed?

Did you review the account cleaning specs during the visit?

Yes, reviewed on-site

Not available today

Greeted by Customer

How were you received by the customer or account contact?

Best — Welcoming, positive, and engaged

Better — Friendly and helpful

Good — Professional or neutral

Needs follow-up — Concern, issue, or limited interaction

Customer was not available today

Customer feedback

What feedback did the customer share?

Starting the Visit on the Right Note

Set a positive tone before the walk-through begins.

Safari Success Tip!

Start with support. Let the team member know this visit is about recognizing good work and working together to make the account even better.

Tell Us About Today’s Visit!

Cleaner Name*

Safari team member we’re supporting today:

Positive Introduction?

Did you begin the visit with a positive introduction?

Yes, I set a positive tone

Not yet, I need to follow up

Team member was not present

Floors & Traffic Areas

Vacuum • Sweep • Mop

Safari Success Tip!

As you walk through this area, look at edges, corners, baseboards, traffic areas, walk-off mats, elevator tracks, and any visible debris. Ask the team member what they feel is going well and what areas are the hardest to keep maintained.

Scoring Key:

1 = Best	Excellent work; account is maintained at a high standard.
2 = Better	Strong performance with minor opportunities to improve.
3 = Good	Acceptable, but several areas need more consistency.
4 = Needs Immediate Attention	Requires prompt follow-up, coaching, or retraining.

Tile Areas

Tile floors, baseboards, and corners

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Lobby/elevators

Lobby and elevators, inside and outside and tracks

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Carpeted Areas

Carpeted areas, baseboards, and corners

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

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Section Score: Exposed Surfaces

Done well:

What is being done well in the flooring section?

Needs work:

What can we work on together?

Exposed Surfaces

Furniture • Trash Areas • Windowsills • Ledges • Vents

Safari Success Tip!

Look for clean surfaces, dust-free details, organized trash areas, and high-touch spots that are being maintained well. Start with what looks good, then work together on anything that needs extra attention.

Scoring Key:

1 = Best	Excellent work; account is maintained at a high standard.
2 = Better	Strong performance with minor opportunities to improve.
3 = Good	Acceptable, but several areas need more consistency.
4 = Needs Immediate Attention	Requires prompt follow-up, coaching, or retraining.

Furniture / office equipment

Furniture and office equipment

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Trash / Fixtures

Trash receptacles and fixtures

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

High Dusting, ledges,vents

High dusting, ledges, vents and metallic surfaces

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Windowsills / Blinds

Windowsills and blinds

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

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Section Score: Exposed Surfaces

Done well:

What is being done well in the exposed surfaces section?

Needs work:

What can we work on together?

Restrooms

Floors • Fixtures • Mirrors • Supplies • Details

Safari Success Tip!

Restrooms are highly visible to customers. Look for clean floors, stocked supplies, fresh-smelling spaces, streak-free mirrors, and well-maintained fixtures. Recognize what is being done well, then work together on anything that needs attention.

Scoring Key:

1 = Best	Excellent work; account is maintained at a high standard.
2 = Better	Strong performance with minor opportunities to improve.
3 = Good	Acceptable, but several areas need more consistency.
4 = Needs Immediate Attention	Requires prompt follow-up, coaching, or retraining.

Restroom Floors, Baseboards

Restroom floors, baseboards, and corners

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Basin, Mirror, Vanities

Sink areas, mirrors, and vanities

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Toilets, Urinals

Toilets and urinals

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Walls,Stalls,Dispenser

Sink areas, mirrors, and vanities

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

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Section Score: Exposed Surfaces

Done well:

What is being done well in the restroom area?

Needs work:

What can we work on together?

Walls, Doors & Details

Partitions • Door Glass • Handrails • High-Touch Areas

Safari Success Tip!

This area is all about the details customers notice. Look for clean walls, smudge-free doors, streak-free glass, dust-free ledges, and well-maintained high-touch areas. Start with what looks good, then work together on anything that needs extra attention.

Scoring Key:

1 = Best	Excellent work; account is maintained at a high standard.
2 = Better	Strong performance with minor opportunities to improve.
3 = Good	Acceptable, but several areas need more consistency.
4 = Needs Immediate Attention	Requires prompt follow-up, coaching, or retraining.

Wall Surfaces

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Door Surfaces

Door surfaces, ledges and door glass

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Cubicle,Overheads

Cubicle partitions and overhead areas

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Brightwork, Metallic Surfaces

Brightwork, metallic surfaces, and handrails

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

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Section Score: Walls, Doors & Details

Done well:

What is being done well in the walls/doors section?

Needs work:

What can we work on together?

Support Areas & Final Details

Stairwells • Fountains • Mats • Closets • Equipment

Safari Success Tip!

These support areas help the whole account run smoothly. Look for clean stairwells, well-maintained fountains, organized closets, clean equipment, and mats that are doing their job. Work together on anything that would make the space safer, cleaner, or easier to maintain.

Scoring Key:

1 = Best	Excellent work; account is maintained at a high standard.
2 = Better	Strong performance with minor opportunities to improve.
3 = Good	Acceptable, but several areas need more consistency.
4 = Needs Immediate Attention	Requires prompt follow-up, coaching, or retraining.

Stairwells / Landings

Stairwells and landings

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Drinking Fountains

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Walk-Off Mats

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

Custodial Closets, Equipment

Custodial closets and equipment

1: Needs Immediate Attention

2: Good

3: Better

4: Best

N/A

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Section Score: Support Areas

Done well:

What is being done well in the support areas?

Needs work:

What can we work on together?

Today’s Visit
Summary

Use the final rating to celebrate what is working and identify what support may be helpful next.

Scoring Key:

1 = Best	Excellent work; account is maintained at a high standard.
2 = Better	Strong performance with minor opportunities to improve.
3 = Good	Acceptable, but several areas need more consistency.
4 = Needs Immediate Attention	Requires prompt follow-up, coaching, or retraining.

Section Total: Walls, Doors & Details

Section Total: Support Areas

Section Total: Restrooms

Section Total: Exposed Surfaces

Section Total: Floors

Your Visit Makes a Difference

The feedback you share helps Safari recognize great work, support our team members, and improve the service we provide to every customer.

SITE VISITOR RATING*

Choose the rating that best reflects today’s visit and the level of support needed moving forward.

Good — meeting expectations

Better — strong work

Best — excellent work

Needs Immediate Attention — follow-up recommended

Next Steps & Follow-Up

Turn today’s visit into clear, helpful next steps.

Level of Follow-up*

What level of follow-up would be helpful?

No follow-up needed right now

A follow-up check-in would be helpful

Immediate action needed as soon as possible

Next steps needed

Next steps or support needed:

Team Member Recognition & Support

Celebrate what’s working and note what would help the team member succeed.

Safari Success Tip!

Take a moment to recognize the team member’s effort before discussing next steps. A specific compliment helps them know what to keep doing, and asking what support they need helps Safari remove roadblocks.

Cleaner's concerns

Did the team member share any insights with you?

cleaner needs

What support would help the team member succeed?

Additional supplies

Equipment repair or replacement

More time or schedule clarification

Review account cleaning specs

Additional training or coaching

Other support needed

Other:

Thank You for Completing Today’s Visit!

Your feedback helps us support our team members, strengthen customer relationships, and keep every Safari account moving toward Good, Better, Best.