What the meet-and-greet is for
The meet-and-greet is where the client decides whether they trust you inside their home while they are away. That is a bigger decision than hiring someone for a simple errand.
The meeting should happen in person, at the client's home, before the first paid service. Video calls do not replace seeing the pet, the access process, the feeding setup, and the home routine.
What to bring
Bring two printed copies of your contract, your client intake form, a key envelope or key tag, and your payment setup information. Preparedness creates trust immediately.
Your intake form should collect pet details, veterinarian information, emergency contacts, feeding instructions, medication schedules, behavior notes, and home access instructions.
Questions to ask
- What is the pet's normal routine?
- What is the feeding schedule?
- Any medications, allergies, or medical conditions?
- Any anxiety triggers, escape risks, or behavior concerns?
- Who is the emergency contact if the owner cannot be reached?
- Which veterinarian should be contacted in an emergency?
- How should updates be sent?
- Anything unusual about the home, alarm, locks, or access?
Take notes while the client answers. That one behavior separates a professional from a casual sitter.
Handling keys and access
If the client is comfortable, collect the key during the meet-and-greet. Label it with pet name and client initials only. Never label a key with a full address, apartment number, or phone number.
If the client prefers a lockbox, keypad, garage code, or smart lock, use that. The access method should be whatever makes the client feel safest.
How to close the booking
Before leaving, confirm the first visit date, exact time, payment expectation, and access method. Do not leave the meeting vague.
A simple close works: "I have availability on [day] at [time]. Would you like to get the first visit scheduled?"
Then send a same-day confirmation message. Fast follow-up makes you feel organized and reduces the chance the client keeps shopping.