New Client Intake | AlohomoraDogTraining

N e w C l i e n t I n t a k e

Owner Information

Names, ages, and relationships of all other human family members in the home:

DOG ONE INFO

List any known protein intolerances or food allergies your dog has.

List any known health problems your dog has

List any prescription medications your dog is on, dosages for each, and reasons they were prescribed

Biological Needs (sleep amount/patterns, exercise routine, mental enrichment, etc.)

Notes on Behavior

DOG TWO INFO

List any known protein intolerances or food allergies your dog has.

List any known health problems your dog has

List any prescription medications your dog is on, dosages for each, and reasons they were prescribed

Biological Needs (sleep amount/patterns, exercise routine, mental enrichment, etc.)

Notes on Behavior

DOG THREE INFO

List any known protein intolerances or food allergies your dog has.

List any known health problems your dog has

List any prescription medications your dog is on, dosages for each, and reasons they were prescribed

Biological Needs (sleep amount/patterns, exercise routine, mental enrichment, etc.)

Notes on Behavior

Please list all other pets in the house as follows:

name, species, age, sex/reproductive status, weight lbs

How is this issue impacting the client's life?

What is their desired outcome?

What's stopping the client from fixing the issues on their own?

Additional Info

Closing A Sale

- get deposit over phone

- confirm address (get from client info on PocketSuite) + ask if a gate code is needed to get into the neighborhood or onto the property

- have client select harness color (you select size, ask Sandra if not sure)

- schedule client (remind them first session lasts about 1.5-2 hours)

- let client know about

~ sending the remaining balance of their program/package in an invoice (don't forget to change reminder settings & make a Negative Adjustment for their deposit)

~ 2 contracts coming their way

~ first session instructions (prep treats, have dog securely put away upon your arrival, don't worry about the PB rule with you), client will get an e-mail with these instructions

- ask if they have any questions

- end call with confirming date & time of first appt (see you guys on Tuesday, March 3 at 4:00 pm) and peace out

- submit intake form & make sure that contracts and invoice are sent

SUCCESSFUL SUBMISSION