The Dog Training Client Lifecycle Roadmap Bundle
Be equipped to manage clients' dog training journey from start to finish.
When I was first starting out as a trainer…
I basically created things – handouts, forms, contracts – as I needed them.
It was a bit crazy and it took a ton of time. AND it felt like I was doing it for ever single new client.
It wasn’t efficient. I wasted sooooo much time reinventing the wheel each time. And even worse…
My clients were confused about what the next steps were. Do they call? Do they email? When was I available for lessons? How do they schedule? I still cringe just thinking about it.
And I was a great trainer, but the disorganization and inconsistent experiences meant that I didn’t gather very many referrals or testimonials and my business didn’t grow as quickly as I had hoped.
So… needless to say… I GET IT.
Fortunately, creating a consistent, organized, and SMOOTH client experience is possible and I’ve helped hundreds of trainers achieve it.
The level of professionalism varies far and wide in this industry. As a dog trainer for over 10 years, I’ve seen many different parts of the spectrum and believe that one of the best ways you can differentiate your business from others is by being extremely professional and prepared.
Having the right forms, emails, and processes will demonstrate your professionalism and set your (human) clients up for success, but getting all the right paperwork together can be tedious and extremely time-consuming!
As a professional dog trainer, I know the kinds of questions you should ask all new clients, clients with aggressive or reactive dogs, what policies are important to a successful training plan, and how to welcome new clients by setting expectations immediately.
Isn’t it super frustrating when a client wants to schedule a lesson your only day “off”?
Don’t you hate it when you email a potential client and then never hear back until they are about to give the dog up?
It’s a pain wondering if the potential client ended up getting training somewhere else that you wouldn’t recommend…
Introducing…
New Dog Training Client Onboarding + Client Communication Strategies + Client Off Boarding
This bundle helps you in three main areas…
Establish a process you use for every new client to ensure a smooth and consistent customer experience. Automate it as much as possible to reduce your workload.
A great new client onboarding process will set yourself up to be a better trainer and can lead to more referrals, better results, and happier clients!
Includes...
10 NEW CLIENT ONBOARDING TEMPLATES (Word Docs)
This bundle of (MS Word) templates will allow you to customize each form or handout to your needs while ensuring you’re asking critical questions and providing the right support to your customers.
List of forms included are listed below.
INSTRUCTIONAL WEBINAR (Video)
The accompanying webinar will walk you through:
FILLABLE PDF VERSIONS OF NEW CLIENT ONBOARDING INTAKE FORMS
Fillable PDF forms that you can begin using with your clients immediately until you have time to customize the Word doc versions with your logo and branding.
Just email them to your client to fillout and email them back to you! (I even included instructions for your clients in the forms.) Easy!
NEW CLIENT ONBOARDING PROCESS MAP (PDF)
Stop guessing and start following a proven process to automate your new client onboarding.
You’ll learn what to send, when to send it, and how to automate 90% of the process!
HOW TO WRITE A POLICY (Video)
I’ll teach you how to write a clear policy that your clients will understand. This is key to creating a consistent customer experience and keeping your sanity.
EXAMPLE POLICIES (Word Doc)
Tweak these example policies to develop your own around compliance, cancellation, no-show, and refunds.
Learn how to proactively create and communicate your policies so your clients are onboard and happy to comply from the start.
Better communication leads to clients understanding and following your preferences so you can keep a regular schedule and get better training results.
Includes...
EFFECTIVE CLIENT CHECK-INS (Video)
Learn how to check in with your clients to make sure they are progressing in between lessons without coming off as naggy. I’ll give you the scripts you need to have a positive check in experience.
HOW TO UPSELL (Video)
Have clients that could benefit from some of your different services? I’ll teach you how to upsell your clients so that they can get even better results and continue working with you.
Discover how to get more five-star reviews on Google and Facebook. PLUS, how to let go of a bad client, because, let’s admit it – they exist…
Get your favorite clients to share their experiences on social media so you can gain more clients and testimonials.
Including...
SCRIPT FOR GETTING 5-STAR REVIEWS (PDF)
Get more and better reviews from your favorite clients on Google and Facebook.
HOW TO LET GO OF A BAD CLIENT (Video)
Let’s face it. Not every client is ideal, but you still have to let them down easy so they don’t go on a negative review rampage. I’ll give you the approach I use so you can empower yourself in those situations.
Original Review: “These templates are just what I needed to make my life a little easier. I think every trainer should know about this great tool.”
Update 2 Years Later: “I think of you every time I connect with a client. Your templates have made my life so much easier and more organized.”
Roni Campbell
KPA-CTP, CPDT-KA , Walking with a Friend, LLC
(MS Word Doc) $200 Value!
Use this template to document your processes, policies, and procedures for your dog training business.
10 New Client Onboarding Templates Include:
1. New Client Intake Form – Make sure you’re asking all the right questions and gathering the right information before you begin working with a new client. Information that is neglected may leave you at risk or reduce the success of your training program.
2. New Client Welcome Info Packet – Set your new (human) clients up for success! Customize this template with important instructions, explanations about what it’s like to work with you, and establish the right expectations.
3. Follow Up Email Templates (for New Clients and Past Customers) – Save yourself some time with these pre-written templates that you can quickly edit and send to new clients.
4. Lesson Overview & Client Homework Template – Take detailed notes for your clients during lessons and assign homework while you’re still in the lesson – eliminate time wasted outside of paid client time with this great template.
5. Case Study Template – Whether you want to share your work with potential veterinarian referrers or prospective clients, case studies are an important way to demonstrate your skills and credentials. This template will guide you through the information you need to put down to make your case studies stand out.
6. Separation Anxiety Intake Form – A specific questionnaire for new clients with separation anxiety. Receive all the important information before you begin working with the client.
7. Reactivity Intake Form – A form for clients with leash or barrier reactivity with no bite history. Understand the extent of your client’s dog’s behavior before you begin training with this comprehensive in-home and out-and-about questionnaire.
8. Bite History Intake Form – Gather relevant information about your client’s aggressive dog if they have a bite history with other dogs or people. Be knowledgeable and prepared before you step foot in your client’s home.
9. Resource Guarding Intake Form – A questionnaire for clients with dogs with resource guarding tendencies with or without bite histories. Find out what moves you should avoid before you meet the dog.
10. Photo Release Form – Using photos with people are more relatable and realistic to potential customers. Take pictures of your clients’ pets without worry of who’s in the background with this release form. Photos are practical for case studies and marketing your services.
Stephanie McDonald
Dog Trainer and Behavior Consultant, Furry Feet Dog Training
FAQ About These Templates
Do I need these templates?
Of course, you can make these yourself. However, are you willing to waste dozens of hours creating forms? It took me, a professional dog trainer of 10 years, over 50 hours to put this bundle together. You’d have to scour the internet, ask colleagues and wait for responses, and even then you may be forgetting a section with relevant questions.
I’ve worked with puppies all the way to aggression cases so you can trust that I’ve included all the most important questions in these templates and that the emails and welcome packet come with critical reminders for your clients.
What would happen if I didn’t write the forms correctly?
If you’re not asking the right questions on your intake forms or setting the right expectations, you could be leaving yourself vulnerable to a bite. With this bundle, you can be confident you’re providing the right information up front and asking the right questions by using proven templates.
How will these templates save me time?
Again, even with my 10+ years of experience as a dog trainer, it still took over 50 hours to put this together for you. No one was there to provide these templates to me when I was starting out so I’m doing it for other dog trainers that are starting out because I want to see more modern dog trainers become successful!
Do these templates include all the possible questions I would ask a client?
Truthfully, I’m sure you can come up with more questions, but these include the most relevant and important questions that top professionals in our industry use all the time.
For example, the New Client Intake Form being 7 pages long and the Reactivity Intake Form being 6 pages, each asking different questions. These questionnaires are already jam packed full of questions that are critical to know.
If you think of even more questions you’d like new clients to answer, you can easily edit and add to them since these are MS Word documents.
Can I customize them to my branding or add to them as I like?
These MS Word templates are easy to edit and customize. Every template comes with minimal styling to make it easy for you to edit for your needs and your brand.
Save hours of your time by only spending it on some more important parts of getting your business started.
Why can’t I just make them as I go?
If you’re not prepared when a new client calls you, you risk losing them as a client. The time it could take you to write these forms, emails, and welcome packet could be long enough for them to find another trainer to work with or decide now just isn’t the right time for dog training. Timely follow up is critical to getting new clients.
With this bundle, you’ll provide your new client with important information up front which will reduce the amount of time you’ll spend answering frequently asked questions and make you look like a true professional
This added professionalism to client interactions will lead to more satisfied clients. More satisfied clients can lead to more referrals.
What kind of document will I receive?
This content is stored in our online course platform (Thinkific). You’ll be able to download and view the content as a Microsoft Word Documents, PDF, and videos. Please make sure you are using a device and software that can access this kind of document.
Can I return this?
This is a digital download. There is nothing for you to return, so there are no refunds. All purchases are final. If you have any issues accessing the document, please contact my team directly ([email protected]) and we'll personally make sure you can use this bundle as expected!
Questions? Not sure if this is right for you? We’re happy to help! Email us at [email protected].
Welcome! A note from Ines
START HERE - Dog Training Client Lifecycle Roadmap
New Dog Training Client Onboarding Bundle Overview
INSTRUCTIONAL WEBINAR (Video)
Some Encouragement! - Systems Skyrocket Growth
10 New Client Onboarding Templates (Word Docs)
FILLABLE FORMS - Client Onboarding Bundle PDFs - Non-Branded
NEW CLIENT ONBOARDING PROCESS MAP (PDF)
HOW TO WRITE A POLICY (Video)
EXAMPLE POLICIES (Word Doc)
Encouragement Time!- 3 months 30k
EFFECTIVE CLIENT CHECK-INS (Video)
HOW TO UPSELL (Video)
SCRIPT FOR GETTING 5-STAR REVIEWS (PDF)
HOW TO LET GO OF A BAD CLIENT (Video)
BONUS - Standard Operating Procedures Manual template
The Modern Dog Trainer all-in-one business app
Customer Management Software Comparison Chart
Download & Add Logo Video Tutorial
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I've been training dogs for over 30 years. Yet, despite being very successful in my business, I knew I could learn a few new things from Ines. Sure enough,...
Read MoreI've been training dogs for over 30 years. Yet, despite being very successful in my business, I knew I could learn a few new things from Ines. Sure enough, I learned a lot. Whether you're an experienced trainer or just starting out, I recommend the Lifestyle Roadmap because it will help you get structured and stay structured. The document bundle is worth the price alone.
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