Pet Sitting Meet & Greet Checklist & Readiness Maker

Prepare for a new pet-sitting service by organizing pets, meet-and-greet checklist items, follow-up needs, and service-start readiness in one internal worksheet.

Please fix the highlighted fields before building the summary.

Meeting & Client

Add the reference details you need for this meet and greet. None of these fields changes the checklist automatically.

Business name Optional

Customer / household Optional

Meet & greet date Optional

Meet & greet time Optional

Staff / sitter Optional

Service type Optional

Planned service start date Optional

Meeting / job reference Optional

General meeting notes Optional

Pets

Add each dog or cat discussed at the meet and greet. Blank pet rows are ignored.

Meet & Greet Checklist

Use your own checklist items. Completed means reviewed; Needs Follow-Up means more information or preparation is still needed; Not Applicable means the item does not apply to this client or service.

Optional common topics

Adds only a checklist item prompt. It does not make the item required, choose a target or topic, or set a status.

Common prompt

Medication: Record only whether medication instructions already provided by the pet owner or veterinarian were reviewed. This tool does not calculate doses or provide medical advice.

Access information: Use checklist notes only for non-sensitive access or arrival planning. Do not enter passwords, alarm codes, door codes, lockbox combinations, or other access credentials.

Additional Follow-Up Notes

Optional. Use this for one follow-up note that does not fit a checklist item. If entered, it counts as one additional follow-up item.

Additional follow-up notes Optional

Follow-Up Items

Automatically includes checklist items marked Needs Follow-Up plus the optional additional follow-up note.

Meet & Greet Summary Preview

A read-only summary built from the current entries.

How to Use

1. Add meeting details

Record the client reference, pets, service type, and other facts you need for this meet and greet.

2. Review your checklist

Add your own checklist items and mark each one Completed, Needs Follow-Up, or Not Applicable.

3. Review follow-ups

Build the summary to see what still needs follow-up. Your business decides whether service is ready to begin.

Important: A follow-up item means additional information or preparation is still needed. It does not mean the client, pet, home, or service is unsafe, rejected, or automatically not ready.