Auto-save ready

K9netic Pack LLC · Internal Document · Est. 2020

Intake Call

Nourish Train Understand Thrive

1Call & Caller Info

First Contact

Call Date *

Call Time

Taken By * Select… Will McKinnon Danielle McClammy Elyse Wiederhorn Paris Fouser

How Did They Hear About Us? Select… Google Search Instagram / Social Media Word of Mouth / Referral Vet Referral Trainer Referral Returning Client Drive-By / Saw Sign Other

Referral Source Detail — who referred, friend's name, etc.

2Owner Information

Contact

Full Name *

Preferred Name / Nickname

Phone *

Email *

Mailing Address

Preferred Contact Method Select… Phone Call Text Message Email Any of the Above

Best Time to Reach

Other Members of Household — anyone else involved with the dog

3Dog Basics

Vitals

Dog Name *

Breed / Mix

Sex Select… Male Female

Age

Weight (lbs)

Spay / Neuter Status Select… Intact Spayed / Neutered Planned

Color / Markings

Microchipped? Select… Yes No Unsure

4Dog History

Background

Where Did You Get the Dog? Select… Breeder Rescue / Shelter Friend / Family Found / Stray Online Listing Pet Store Other

How Long Have You Had the Dog?

Origin Detail — breeder/rescue name, circumstances

Prior Training? Select… None Puppy / Group Class Private Lessons Board & Train Self-Taught / YouTube Multiple of Above

Prior Trainer(s) Used

What Worked / What Didn't — from prior training

5Health & Medical

Vet Info

Primary Vet

Vet Phone

Vaccinations Up to Date? Select… Yes — Current Mostly Current Out of Date Unsure

Last Vet Visit

Medical Conditions — ongoing or chronic

Current Medications

Known Allergies

6Behavior — At Home

Daily Life

Where Does the Dog Sleep? Select… Crate Owner's Bed Owner's Bedroom (not bed) Open Run of House Garage / Outdoor Other

Crate Trained? Select… Yes — Loves the Crate Tolerates It Anxious in Crate Never Crated

Food Brand & Type

Feeding Schedule

Daily Routine — typical day from morning to night

Other Pets in Home

Children / Visitors

7Behavior — Concerns

Why They're Calling

Primary Reason for Reaching Out *

Specific Behaviors of Concern — check all that apply, then describe

How Long Has This Been Happening?

Frequency Select… Constantly / Every Day Several Times a Week Weekly Occasionally / Situational Rare but Severe

Known Triggers

What Has Made It Better or Worse?

8Bite History

Critical Safety Info

Bite Level * — per Dunbar scale

None Level 1 Level 2 Level 3 Level 4+

Bite Detail — circumstances, who/what, frequency, current status

Has the Dog Been Reported / Quarantined? Select… No Yes — Animal Control Aware Yes — Quarantined Previously Yes — Currently Restricted

9Program Interest

Pricing & Fit

Program of Interest Select… Wayfinder 4-Week B&T Outbound 6-Week B&T 9-Week B&T Resilience 12-Week Service Dog B&T Custom B&T Single Lesson 3-Lesson Package 4-Lesson Package 6-Lesson Package 9-Lesson Package 10-Lesson Package 12-Lesson Package Custom Lesson Plan Structured Boarding Unsure — Needs Recommendation

Timeline / Urgency Select… ASAP Within 1 Month 1-3 Months Out Flexible Just Gathering Info

Budget Comfort Level Select… Comfortable with Quoted Pricing Open to Discussion Tight — Needs Payment Plan Has Not Discussed Money

Payment Plan Discussed? Select… Yes — PayPal Credit Mentioned Yes — Open to Options No Not Needed

Owner's Goals — what does success look like to them?

10Next Steps

Action Items

Outcome of This Call Select… Assessment Scheduled Info Sent — Will Follow Up Not a Fit — Referred Elsewhere Owner Will Think It Over Need Manager Review

Assessment Date — if scheduled

Info to Send Select… Program Brochure Pricing Sheet Service Dog Program Detail Boarding Info None Needed

Follow-Up Date

Notes for Trainer / Internal Team