First-time visits are your opportunity to build trust, establish rapport, and set the stage for a lasting client relationship. Whether it’s your 1st or 50th pet, a new client requires a specific focus on detail, communication, and professionalism. This guide will help you master that crucial first impression.
Pre-Visit Prep: Laying the Foundation for Success
For a first-time visit, impeccable preparation is your key to confidence.
Tech & Admin Setup
- Digital Check: Ensure your Precise Petcare and Slack apps are open, functioning, and notifications are turned ON.
- Profile Deep Dive: Meticulously review the client profile in Precise Petcare. Pay close attention to:
- Pet Routines: Feeding amounts, walk preferences, medication instructions.
- Home Details: Alarm codes, key location, parking instructions.
- Client Expectations: Any specific requests for the visit.
- Ask Early, Ask Often: ➡️ Got a question? If anything in the notes is unclear, reach out in the Slack #help channel now. It’s always better to ask before you arrive!
- Team Backup Confirmation (For First-Ever Sitters): Remember, your Team Lead will be there for in-person support! Be on the lookout for their Slack message to confirm your meetup time.
- Service Checklist: Save or bookmark the official Service Checklist on your phone for easy reference during the visit. This is your cheat sheet to ensure no step is missed.
Travel & Personal Prep
- Plan Your Route: Allow significant extra time for travel and parking. For a first visit, a 15-minute buffer is recommended.
- Wear the Right Gear:
- Comfortable, supportive shoes (you’ll be on your feet!).
- Weather-appropriate clothing:
- Summer: Moisture-wicking shirt, hat, sunscreen.
- Rain/Winter: Waterproof jacket, warm layers, waterproof boots.
- Clothes you don’t mind getting dirty or covered in pet hair.
Your Professional Go-Bag
Keep this stocked in your car so you’re always ready for anything.
Essentials:
- Phone (fully charged) + portable charger
- Backup leash & spare collar
- Poop bag dispenser (stocked)
- Portable water bowl + small water bottle
- Pet first-aid kit (gauze, antiseptic wipes, pet-safe spray)
- Mini flashlight/headlamp/reflective gear (essential for night walks)
- Hand sanitizer & disinfectant wipes
The Arrival & Entry: The First Impression
This is where trust is built. Your calm and confident approach is everything.
- The Pre-Entry Pause: Before you get out of the car, do a final review of the notes. Take a breath and approach calmly.
- The Calm Announcement: Before unlocking the door, speak gently. “Hello [Pet Name]! It’s [Your Name] from Hands N Paws, your new friend!” This prevents startling a potentially anxious pet.
- The Secure Entry (Non-Negotiable): Your first priority is safety. Enter quickly, immediately close the door, and lock it behind you before you even attempt to find or greet the pet. Assume every new pet is an escape risk.
- Leash Before Any Exit: Always put a leash on a dog before opening a door to the outside. The only exception is a confirmed, securely latched, fenced yard that you have visually inspected yourself.
The First-Time Visit Execution
Your goal is to follow their routine to the letter while gathering intel for a stellar report.
Phase 1: The Initial Connection
- Tap “Arrived” in the app.
- Bring in any packages/mail.
- Find the Pet, Don’t Force It: Locate all pets. Offer a slow blink to a hiding cat or a closed fist for a shy dog to sniff. Let them come to you.
- Immediate Needs: Offer a potty break to dogs right away. This also helps them burn off initial nervous energy.
Phase 2: Mastering the New Routine
- Follow Their Script Precisely: Clients have a specific order for a reason (e.g., medication before food). Stick to it religiously.
- Be a Detective: Look for handwritten notes on the counter or sticky notes on items. These often contain last-minute, critical details.
- Document as You Go: Take photos during the visit—while walking, playing, or when the pet is relaxed. This provides a better story than posed shots at the end.
- The “New Client” Tidy Standard: Be extra vigilant about cleaning. Wash bowls with soap, wipe up paw prints, and return all items to their exact spot. The client will notice.
The First-Time Visit Journal Report: Your Masterpiece
This report is your primary tool for building client confidence and ensuring continuity of care. It should be the gold standard.
What to Include for a New Client:
- A Detailed Narrative: “Buster was a little hesitant when I first came in but warmed up after a few minutes of quiet talking. He wagged his tail when I got his leash!”
- Key Metrics with Context:
- Appetite: “He ate all his breakfast right away” or “He was a bit nervous and only ate half his food before wandering away.”
- Energy & Behavior: “She was full of energy on her walk and pulled a bit at first,” or “He was a calm couch companion all visit.”
- Bathroom Habits: “He peed twice on his walk and had a normal bowel movement.”
- Photo Excellence (5+ Photos Minimum):
- One clear, happy portrait.
- Action shots (on walk, playing with a favorite toy).
- “Proof of Life” shots for shy pets (e.g., a cat eating, using the clean litter box).
- A photo that shows a completed task (e.g., the empty food bowl, the brought-in mail).
- Questions for the Client: “Noted that Buster didn’t finish his food. Is this normal for him, or should we keep an eye on it?” This shows you’re attentive.
The Confident Close: Securing the Home
End the visit with the same professionalism you started with.
- Final Walk-Through: Do a quick check of all rooms you accessed. Are all doors and windows locked? Is the thermostat set correctly?
- Tidy Up: Return leashes and toys to their designated spots.
- Secure & Report: Arm the alarm, lock up, and tap “Complete” in the app. Submit your journal report immediately while the details are fresh.
Pro Tips for First-Time Visit Success
- Your Mantra: “Slow is Smooth, Smooth is Fast.” Rushing leads to mistakes. A calm, methodical approach is always faster in the long run.
- Over-Communicate: For a first visit, it’s better to send one extra message to #help than to assume.
- You Are the Expert: Carry yourself with confidence. Pets pick up on your energy. If you are calm and assured, they are more likely to be, too.
You’ve got this! Every expert sitter was once new to a client. By being prepared, observant, and communicative, you’ll not only ace this visit—you’ll gain a loyal, happy client.
➡️ For More Tips: Check out our other tips for crushing your first pet visit!
➡️ Next Steps: Continue your journey with our guide to Foundations for Long-Term Success.
Is This Your First-Ever Service with Hands N Paws?
Welcome! We’re thrilled to have you. For your very first pet sitting service with us, you get extra support to ensure you, the pets, and the clients have a perfect experience.
Here’s what to expect:
A Team Lead will be joining you on your first visit. They are your on-the-ground resource to answer questions, offer guidance, and help you succeed. Please be on the lookout for a message from them in Slack to coordinate your arrival time so they can meet you there.
Remember: every expert was once a beginner. Your entire team is supporting you!