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NEW	
  CLIENT	
  MEETING	
  CHECKLIST	
  
Food:	
  
Where:_________________________________________________________________________________
What:__________________________________________________________________________________
How	
  much	
  and	
  how	
  often:_________________________________________________________________	
  
Treats:____________________________________________________________________________________
Water:____________________________________________________________________________________
Pet	
  Bowls:_________________________________________________________________________________	
  
Pet’s	
  Routine:______________________________________________________________________________	
  
__________________________________________________________________________________________	
  
Meds:	
  
Where:_________________________________________________________________________________
What:__________________________________________________________________________________
How	
  much	
  and	
  how	
  often:_________________________________________________________________	
  
Litter	
  Box	
  &	
  Litter:___________________________________________________________________________	
  
Cleaning	
  supplies	
  (trash	
  bags,	
  carpet	
  cleaner,	
  etc):_________________________________________________	
  
__________________________________________________________________________________________
Walk/Leash:________________________________________________________________________________	
  
__________________________________________________________________________________________
Favorite	
  Hiding	
  Locations;	
  Reactions	
  to	
  bad	
  weather;	
  Go	
  outside	
  in	
  bad	
  weather:________________________	
  
__________________________________________________________________________________________
Comfortable	
  around	
  other	
  animals:_____________________________________________________________	
  
Free	
  to	
  run	
  around	
  the	
  house:_________________________________________________________________	
  
Water	
  the	
  plants:_________________Get	
  the	
  mail:_________________Draw	
  the	
  curtains:________________	
  
Security	
  system	
  (tested?):_____________________________________________________________________	
  
Lights	
  (on	
  or	
  off	
  when	
  we	
  leave):_______________________________________________________________	
  
Keys	
  (tested?):______________________________________________________________________________	
  
Anyone	
  else	
  have	
  access	
  to	
  the	
  house:___________________________________________________________	
  
Vet:_______________________________________________________________________________________	
  
	
  
Emergency	
  Contacts:_________________________________________________________________________	
  
__________________________________________________________________________________________	
  
How	
  did	
  you	
  hear	
  about	
  us?___________________________________________________________________	
  
Key	
  return	
  after	
  last	
  visit:_____________________________________________________________________	
  
	
  
Preferred	
  times:	
  
Morning:	
  	
  _______________	
  	
  	
  Midday:	
  	
  ______________	
  	
  	
  Evening:	
  	
  ________________	
  
	
  
Confirm	
  visits:	
  

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New client meeting checklist

  • 1. NEW  CLIENT  MEETING  CHECKLIST   Food:   Where:_________________________________________________________________________________ What:__________________________________________________________________________________ How  much  and  how  often:_________________________________________________________________   Treats:____________________________________________________________________________________ Water:____________________________________________________________________________________ Pet  Bowls:_________________________________________________________________________________   Pet’s  Routine:______________________________________________________________________________   __________________________________________________________________________________________   Meds:   Where:_________________________________________________________________________________ What:__________________________________________________________________________________ How  much  and  how  often:_________________________________________________________________   Litter  Box  &  Litter:___________________________________________________________________________   Cleaning  supplies  (trash  bags,  carpet  cleaner,  etc):_________________________________________________   __________________________________________________________________________________________ Walk/Leash:________________________________________________________________________________   __________________________________________________________________________________________ Favorite  Hiding  Locations;  Reactions  to  bad  weather;  Go  outside  in  bad  weather:________________________   __________________________________________________________________________________________ Comfortable  around  other  animals:_____________________________________________________________   Free  to  run  around  the  house:_________________________________________________________________   Water  the  plants:_________________Get  the  mail:_________________Draw  the  curtains:________________   Security  system  (tested?):_____________________________________________________________________   Lights  (on  or  off  when  we  leave):_______________________________________________________________   Keys  (tested?):______________________________________________________________________________   Anyone  else  have  access  to  the  house:___________________________________________________________   Vet:_______________________________________________________________________________________    
  • 2. Emergency  Contacts:_________________________________________________________________________   __________________________________________________________________________________________   How  did  you  hear  about  us?___________________________________________________________________   Key  return  after  last  visit:_____________________________________________________________________     Preferred  times:   Morning:    _______________      Midday:    ______________      Evening:    ________________     Confirm  visits: