Meet-and-Greet — Own Your Care

Before you walk in

The meet-and-greet is a conversation, not a pitch. Your job is to listen first, then connect what you heard to your background and your rate. This script walks you through the structure.

How to use this tool

1Your info auto-fills from other call scripts — enter the client and contact names, then Start.

2The script guides you through the meeting in order. Keep your phone face-up and glance as needed.

3During the home tour stage, switch to the Home Observation tab to check things off as you walk.

4Bring your Services & Rates One-Pager — you'll hand it over during the rate stage.

Your information auto-saved

Your full name

Credential

Hourly rate

Minimum per visit

Specialization sentence

Who you're visiting

Family contact name

Client name

Client:

Home Observation

Client name

Home Setup

Client Condition

Household & Family

Equipment On-Site

Notes & Concerns

Red flag rule: If you leave the visit with more questions than answers about what happened with the last caregiver — that's a flag. Log it before you send the service agreement.