Intake Services

Meet and Greet and Re-meets 

When clients seek pet care, they begin by reaching out online and corresponding with PetPals, LLC Admin to discuss their needs. Once a Pal is selected for the client, a “Meet and Greet” is scheduled. For existing clients, this meeting is referred to as a “Remeet” and is scheduled through the Time to Pet system.

Meet and Greets are essential for establishing the tone and building a relationship with new clients seeking professional pet care. This session serves as a comprehensive intake assessment, during which the Pal learns about the client’s home environment and pet care needs. This is a mandatory step before accepting services, ensuring both parties (Client and Pal) are aligned in expectations and agree to the job duties as outlined in the meeting. Since many clients may be navigating this process for the first time, it’s important to facilitate the meeting with clarity and professionalism.

They serve as a space for caregivers to align their practices with the client’s specific routines and expectations. Clients often share intricate details about their pets' habits, medical needs, and personalities in these meetings, making this an invaluable learning session to take 

Two Pal Approach: Meet and greets for new clients are always conducted by two Pals. This dual approach ensures safety, security, and long-term service availability. Having multiple ICs familiar with a client’s needs also supports consistent coverage while allowing individual ICs the flexibility to maintain their schedules and meet independent goals.

Remeets are organized for existing clients to introduce additional ICsor update care plans. This process is crucial for maintaining continuity of care and meeting evolving service needs. In essence, the Remeet process strengthens the relationship with existing clients while ensuring smooth transitions for new ICs joining the care team.

Post-Meeting Follow-Up: After both meet and greets and remeets, it’s essential for all ICs involved, along with Admin, to review how the meeting went. This discussion should include what was covered, any new information gathered, and updates that need to be made to the client’s home and pet care profiles.

Takeaways for Effective Meet and Greets

1. Be Observant and Adaptive

• Pay attention to the pet’s reactions, both to their environment and the new caregiver. This insight can shape the approach to care.

• Adjust your communication style and care practices to suit the specific household dynamics.

2. Showcase Accountability

• Reiterate the client’s instructions to confirm understanding and demonstrate your commitment to following through.

• Provide reassurance that their pets will be cared for according to their exact expectations.

3. View the Experience as a Foundation for Long-Term Relationships

• A successful meet and greet can lead to a long-term client-provider partnership. Going above and beyond in this first interaction lays the groundwork for trust and mutual respect.

4. Focus on Communication and Clarity

• Summarize key details at the conclusion of the meeting and confirm any next steps or outstanding questions. This practice minimizes misunderstandings and solidifies the client’s confidence in your services.

5. Note Taking

• Bring a pen and paper 

• Record the meeting with permission to record audio by the client 

• Edit clients time to pet profile, directly through web browser