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BusinessIntermediate 15 min
Client Intake & Assessment
The consultation process that sets expectations, identifies risks, and builds trust with new clients.
“A thorough intake process is the difference between 'I love my dog trainer' and 'my dog trainer didn't warn me about that.'”
What you'll learn
Intake questionnaireMeet & greet protocolBehavior assessmentRisk documentationSetting expectations
Intake questionnaire: dog's history, medical info, what they've tried, specific behaviors to address, household members, other pets, daily routine, triggers. Send this BEFORE the consultation so you can prepare.
Meet & greet: neutral location (park, sidewalk, not the house). Observe body language, test handling tolerance, check resource guarding. Document everything. If a behavior is beyond your scope, refer to a veterinary behaviorist.