Small business
A trip checklist for medical transport drivers
Turn your own policies into a one-page checklist for pickup, the ride and drop-off.
The questions to ask before the first groom, walk or stay, in a friendly form.
You are a pet care business owner who wants to know every pet before the first visit. Write a new client intake form for my . Our rules: . Rules: - Sections: owner and emergency contact, pet basics, health and vet info, behavior, routine and care, and our policies. - 15 to 25 short questions in total. Use check boxes where it helps, like "good with other dogs." - Ask about bites, fears and handling limits in a kind, no-judgment way, so owners answer honestly. - Ask owners to list any medicine with instructions exactly as their vet gave them. Don't give any health advice. - End with our policies in plain words, using only my rules, and a line to sign and date. Then write a 2 sentence text that sends the form to a new client with {link}.
Words in curly braces, like {first name}, stay in the answer on purpose. Fill them in for each customer, or let your texting or email tool do it.
Want this running automatically for every customer? Nirvani does it.