This document is a checklist for a new client meeting. It contains sections to gather information about the client's pet including their food, treats, water, medications, litter box, cleaning supplies, walking routine, hiding places, comfort levels with other animals and people in the home, security procedures, vet contacts, and preferred service times. The checklist aims to collect all relevant details about caring for the client's pet during pet sitting or dog walking 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:_______________________________________________________________________________________