Client Intake Form

Onboarding Process

GOOD LEASH CLIENT ONBOARDING PROCESS

1. Overview

This document outlines the official onboarding process used by Good Leash for all services:

  • Dog Walking
  • Foundations Training Walk
  • Puppy/Adult School
  • Boarding
  • Board & Train
  • 1-on-1 Training

The goal of onboarding is to ensure every new client:

  • Is a good fit for Good Leash services
  • Understands all policies and expectations
  • Has completed required forms
  • Has submitted payment before services begin

Feels informed and prepared

2. Step-by-Step Summary

  1. Client submits the Website Contact Form
  2. Good Leash schedules a Phone Interview
  3. Client completes the Full Client Intake Form
  4. Client signs all Built-In Agreements & Policies
  5. Good Leash sends an Invoice
  6. Client completes payment
  7. Service date is scheduled and confirmed
  8. Client receives a Welcome Message
  9. Service begins
  10. A Follow-Up Message is sent after the first service

Each step is detailed below.

3. Step 1 – Website Contact Form

Completed by: Client
 Location: Good Leash website

The client starts onboarding by filling out the short contact form.

Information collected:

  • Full name

     

  • Phone number

     

  • Email address

     

  • Dog’s name

     

  • Dog’s age and breed

     

  • Service they’re interested in

     

  • City/neighborhood

     

  • Timeline to begin

     

  • How they heard about Good Leash

     

  • A brief description of their dog

Good Leash Responsibilities:

  • Review incoming submissions

     

  • Determine if the client may be a good fit

     

  • If appropriate → move to Step 2

If not appropriate → politely decline or recommend alternatives

4. Step 2 – Phone Interview

Completed by: Good Leash representative
 Purpose: To gather additional information and verify service fit

Topics covered during the phone call:

  • Dog’s age, breed, and history
  • Daily schedule (walks, meals, crate use)
  • Behavior around people, dogs, and new environments
  • Reactivity or any bite history
  • Health concerns or medications
  • Training goals and current challenges
  • Determination of the best service option

Outcome:

  • If approved → Client is informed they will receive the full intake form
  • If not a match → Client is kindly declined

5. Step 3 – Full Client Intake Form

Completed by: Client
 Location: Good Leash Intake Form

This form collects all details needed.

Sections include:

  • Owner contact details

     

  • Dog’s full profile (age, weight, sex, breed, etc.)

     

  • Vet information and vaccination status

     

  • Medical conditions, allergies, or medications

     

  • Behavior history (reactivity, triggers, past incidents)

     

  • Training goals and past training experience

     

  • Emergency contacts

     

  • Home entry instructions (for walking)

     

  • Feeding and potty schedule (for boarding or school)

     

  • Special notes

Good Leash Responsibilities:

  • Review form for safety or clarification needs

Approve or decline based on policies

6. Step 4 – Agreements & Policies

Completed by: Client
 Location: Built into the intake form

Clients review and agree to required policies, which may include:

  • Cancellation policy

     

  • Weather policy

     

  • Payment policy

     

  • Dog gear requirements

     

  • Safe behavior and honesty policy

     

  • Emergency veterinary care permission

     

  • Photo/video/media release

     

  • Liability waiver

Once submitted, Good Leash receives confirmation.

7. Step 5 – Invoice Sent

Completed by: Good Leash representative

After the intake form and agreements are accepted, an invoice is sent for:

  • First walk

     

  • First training session

     

  • First day of school

     

  • Boarding dates

     

  • Board & train program

     

  • Or other applicable service

Payment Requirement:
 Payment must be completed before any services begin.

8. Step 6 – Payment Received & Scheduling

Once payment is received, Good Leash works with the client to finalize:

  • First walk

     

  • First training appointment

     

  • School start date

     

  • Boarding drop-off/pickup

     

  • Board & train schedule

Scheduling is confirmed manually with the client.

9. Step 7 – Welcome Message

After scheduling, the client receives a Good Leash Welcome Message including:

  • What to expect

     

  • How communication works

     

  • How updates and notes are delivered

     

  • Packing list (boarding/school)

     

  • Contact information

     

  • Links to social media and FAQs

A brief reminder of policies

10. Step 8 – Services Begin

The assigned Good Leash trainer or walker completes the service:

  • Walk

  • Training

  • School

  • Boarding

  • Board & train

Session notes and updates are delivered as usual.

11. Step 9 – Follow-Up Message

Good Leash sends a follow-up message after the first service to:

  • Confirm how everything went

  • Answer questions

  • Discuss scheduling recurring services

Review goals if needed

12. Step 10 – Long-Term Client Management

Good Leash maintains:

  • Ongoing communication

  • Training notes

  • Progress updates

  • Scheduling

  • Renewals and packages

  • Payment tracking

This ensures consistency and client satisfaction.

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