Meet and Greet Request Form Template
Streamline Your Meet and Greet Process Effortlessly
Scheduling a Meet and Greet can be daunting, especially when you're not sure what information to collect. This template is designed for pet professionals who want to ensure a smooth introduction between clients and their pets. By using this meet and greet form, you'll capture crucial details such as client preferences, pet behavior, and health information, streamline your scheduling process, enhance client communication, and create a welcoming experience-making your job easier and your clients happier. Try this live template to get started.
When to use this form
Use this meet and greet form when you need to schedule safe, efficient introductions between potential adopters and a specific pet. It is ideal for shelter teams booking on-site visits, foster homes arranging backyard meetups, and pop-up events that require timed slots. Collect availability, attendee details, and expectations up front so staff can prep the right space and set a smooth pace. It also works for reunions after a reported sighting; if a match is confirmed, follow with the Lost and found pet form. When a meeting leads to adoption, send the Adoption agreement form to complete the paperwork and next steps. The result: fewer no-shows, better matches, and a faster path from first hello to forever home.
Must Ask Meet and Greet Request Questions
- Which animal do you want to meet, and what draws you to them?
This identifies the exact pet and your expectations, so staff can prep notes, supplies, and behavior tips. It reduces mismatches and keeps your visit focused and calm.
- What dates and times work for you, and what meeting location do you prefer?
Clear availability and location preferences help us slot you quickly and choose a safe, low-stress space. You get a confirmed time with fewer delays or cancellations.
- Who will attend the visit, and do you have children or other pets at home?
Knowing who attends lets us plan introductions and adjust handling for kids or other dogs. You also get guidance on decompression and meet-at-the-fence steps.
- What home setup and experience do you have with this pet's size, energy, or breed?
Your home details and experience show fit and any training support you might need. We can tailor advice, suggest alternatives, or flag safety concerns early.
- If the meeting goes well, how would you like to proceed?
Stating your preferred path (adopt, foster-to-adopt, another visit) keeps momentum and sets expectations. In owner-to-owner rehoming cases, we can guide you to the Transfer of dog ownership form.
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