Objectives
- Goals of information collecting
- When do you collect detailed information
- How do you collect the information
- Understanding the use of pre-filled vs live-filled methods
- Understand how to use a starter template
- Understand the purpose of each section
Goals of information collecting
- Better collection of contact information for communication (phone, email, etc..)
- Basic health screening questions (do not put yourself or client dogs at risk)
- Bring all behavior problems to the surface
- Prepare for diagnoses
- Clarify the owners' goals
Think ahead! The next step will be the actual consultation.
A good consultation will shift away from collecting information, and focus on giving information and blue-prints that clearly demonstrate a road map to achieve those goals.
You cannot begin a good consultation without first collecting the right information.
When do you collect DETAILED information?
- After the "free phone consultation"
- Before any contact
- virtual
How do you collect information?
- In person
- paper
- laptop/tablet/etc
- pros/cons
- safety considerations!
- Virtual
- client pre-fills out
- You talk through it and fill it out
Pre-filled vs Live-filled
- Live-filled
- better for digging deeper into information.
- better for complex behavior problems.
- can be very time consuming
- Charge more
- Pre-filled
- done before the consultation
- better for getting an overview and insurance that important information isn't overlooked.
- better for milder behavior problems and general obedience requests
- saves a lot of time
- can fit more new clients into the schedule
- more competitive pricing when someone isn't desperate for YOU
- better for getting a chance to think out the plan before a full consultation
- discuss with peers
- you can always dig deeper into the information during the consult.
Collection Form Example
Responses