Pet Meet & Greet Checklist

Premium client-ready template • polished for digital product sales.

Use this checklist during the first in-person visit with a new client.

Client & Home

Confirm address, parking, and entry instructions

Review alarm, lockbox, or key process

Confirm emergency contact details

Note camera or home access policies

Feeding routine reviewed

Medication instructions reviewed

Walk schedule and leash setup reviewed

Favorite toys, triggers, and behavior notes discussed

Visit timing expectations clarified

Update/report preference clarified

Photo sharing preference confirmed

Cancellation / emergency policy reviewed