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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

DOG TWO INFO

DOG THREE INFO

Please list all other pets in the house as follows:

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

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

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Servicing Fresno/Clovis, CA and surrounding areas.

© 2023 by Alohomora Dog Training

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