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Does anyone have a questionnaire or form they use when meeting new clients?

Even though I've done this countless times I still feel stumped in the moment trying to make sure I remember everything. I am looking to see if anyone has already developed a cheat sheet or if I need to make one.

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Having your list of questions on paper to ask is important so you are sure you cover all your concerns. I beleive it also gives clients the impression you are detailed and thorough in your craft.

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It's so much better being prepared! Here is a meet and greet checklist/information sheet our friend was generous enough to share with us.

  1. Meet & Greet date:
  2. Name of Pet: Prince
  3. Owner(s)
  4. Approximate birthdate:
  5. How often and when do you feed your dog(s)?
  6. How do you know when Prince needs to go out?
  7. How do you know when Prince is overwhelmed or anxious?
  8. What makes Prince happy?
  9. What scares Prince?
  10. What do you normally do to exercise your dog(s)?
  11. Where do your dogs normally sleep?
  12. Does Prince need medication or food additives? How much and when?
  13. Does Prince have any behaviors we should look out for?
  14. Does Prnice kennel during the day? YES NO
  15. Does Prince have a history of jumping fences or squeezing through a gate? YES NO
  16. Could they jump a fence or squeeze through a gate if properly motivated? YES NO POSSIBLY
  17. When on walks, is there anything that Prince is afraid of (e.g. other dogs, children, bicycles, loud noises)
  18. Does Prince have any allergies or medical concerns we need to look out for?
  19. Would you like a record of their daily activities at the end of their stay? YES NO
  20. Vet contact information:
  21. Emergency contact information:
  22. Does Prince have a harness? YES NO If so, please bring when you drop him off, since it’s harder to wiggle out of a harness when on walks (just in case!)
  23. Date, time of arrival:
  24. Date, time of leaving:
  25. Is there anything else you feel we should know?

Comments

Anne' Thank you for - this is very helpful

Ask if they’re dog has ever been stung by a bee or a wasp.

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Here is a great resource from Rover about a checklist you can use and tailor to your needs for Meet & Greets: https://www.rover.com/blog/meet-greet...

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I borrowed a template with a little modification made my own form.

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  1. Behavior: Any habits I should know about? Chewing? Counter surfer? Has your pup ever marked in your house or anyone else's home? Digger? Escape artist? Just want everyone to be safe and happy. Constantly bark? Anxiety? If so, how does behavior exhibit this anxiety?

  2. Health/Diet: Does she/he have his/her shots and kennel cough vaccine up to date? On flea prevention? Take any other medication? Any special needs? Any special dietary concerns? We ask all clients to bring their pups food and any treats/chews they enjoy at home. Fixed? I generally do not allow un-fixed dogs unless they are puppies under the age of 18 months and are not exhibiting any hormonal behavior. Microchipped?

  3. The most important: Is your pup totally socialized with other dogs and absolutely no aggression or excessive "alpha dog" behavior? Has she/he ever bitten, snapped or nipped at another dog or person. I am not talking rough play, but more grumbly or aggressive behavior? That's my only deal-breaker besides chewing or marking because I want to keep all the pups in my care safe and happy.

  4. Pick up and drop off times.

  5. I would need to know about any dog or fear aggression. I have no problem with pitt bulls--we lost our 15 year pitt baby a few years back to cancer. If there are issues, I would be willing to travel to your home rather than cause any drama between any pets.

  6. Please let me know in advance if your dog is used to being crated or has any chewing, extreme barking or anxiety.