Do you take actual notes during a M&G? If so, on paper or using electronics (cell phone, tablet, laptop, etc)? Or do you just have a checklist you refer to and remember the answers? Just curious how others collect additional information. :)
I have 2 Pet Information sheet that I use at all M&Gs, one for boarding and drop in visits and one for house sitting. They both have dog/owner info at the top and has questions about the routine of the dog (feeding, walking, etc), any meds or allergies, behavior issues, etc. It has a space for alarm codes and other entry information. For house sitting, there are questions about alarms, how to operate kitchen appliances, TV, pool/spa, and other household items, will anyone else be entering the home (housekeeper, children), and location of nearby restaurants and grocery stores. I write everything down - my memory has never been that good, and the older I get the worse it gets :-)
Yes, I have a notebook in my "Meet & Greet bag". Each client has their own page. I take a snip of the request and tape it on top of their Name, address, Rover phone #, etc. and then have each dog listed by name, age, etc. I always ask how I will enter the home (I'm a travel sitter) so I can note Key or Code. Any medications or allergies for the dog(s). Also the dog's favorite toys/treats/games. Whether the dog needs a special leash or harness. Then whatever else may pop up in conversation such as if the owner is teaching the dog something new - what command, when to reward, etc. Keeping a notebook keeps me on top of things, especially with special diet or medication needs.
Yes, on paper (using a notebook- 1 sheet per client), so that I have it easily accessible because relying solely on electronics sometimes presents problems (limited/no battery, need to recharge, or not functioning properly due damage, and possibility of misplaced or stolen). I also can observe the dogs more easily while writing. There are questions I always ask. With notes on paper, if the conversation jumps around, I can go back and forth to fill in/add to all the answers I need, while engaging in a normal flowing conversation.
I do it the exact same way!
I have a one page form with questions concerning the dog and actions and reactions. I sit at a table and go over these questions while their dog is exploring my house. The answers to those questions come in so handy when the dog actually comes and stays.. I designed the form and questions my self and covers most thngs.
Yes, I dedicate a page in my bullet journal for each of my clients. I write down all the questions I want to ask, and I take notes on anything that I find to be important. I feel like this shows your client you are serious about your dog sitting business, and that their furbaby is important to you as well.
I like to make notes after the meet and greet is over. I just want to have a one on one situation with the owner and the dog. It usually isn't long, I suggest to the owner that the send me notes of specific information. That way it is in their words and not mine. Most people are happy to do so.