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Templates

In the client’s home scripts, for keys, pets, and the visit itself

Seven messages for work inside a client’s home. They cover access questions, a key handover, a locked door, pets, and a client who hovers. Two more tell a client that you broke something, and then how you will fix it. Fill in your details once at the top of this page, and every script updates.

Most of a job runs on your terms. The part inside a client’s home runs on theirs. A key, a pet or a chatty client is not in the quote or the invoice. A mistake here can cost more trust than a late invoice.

These seven scripts follow the visit in order. Start with the access questions before the first visit. Then confirm a key handover and when the key comes back. There is a message for a locked door, and one to ask for a pet to be shut away. One line holds a boundary with a client who hovers. The last two are for the day you break something. Fill in your details once at the top of this page, and every script updates.

Scripts

Script 01 · Access questions before the first visit

Email

Subject: A few things before I come out, [Client name]

Hi [Client name], I have a few quick questions before the first visit. How do I get in? Will someone be home, or do I need a key or a code? Where can I park? Do you have a pet, and where will it be while I’m there? Reply when it suits you, and I’ll be ready for [day and time]. [Your name]

Why it works Ask about access, parking and pets before the first visit. Then nothing surprises you at the door.

Script 02 · Confirming a key handover, and its return

Text

Hi [Client name], it’s [Your name]. I’ve got the key for [address]. I’ll keep it [for the job / for our regular visits]. I’ll return it [when the job is done / at our next visit]. Let me know if anything changes.

Why it works Name the return date when you take the key. Then nobody has to guess later where it is.

Script 03 · Arrived and nobody’s home

Text

Hi [Client name], it’s [Your name]. I’m at [address] for our [day and time] visit, but nobody is answering. I’ll wait until [time], then I need to go to my next job. Are you on your way, or should we find another time?

Why it works A stated wait time gives the client a clear choice. It also protects the rest of your day.

Script 04 · Asking a client to put a pet away

Text

Hi [Client name], it’s [Your name]. Before I start, could you shut [pet’s name] in another room for the visit? It keeps them safe and out of my way while I work.

Why it works Ask the same way on every visit. Then it is a normal step, and you do not wait for a problem.

Script 05 · A client who hovers, or wants to help

Text

Thanks for keeping an eye on things, [Client name]. I work best on my own for this part, so I’ll come and find you if I need anything.

Why it works A friendly reason for wanting space works better than a flat no. The client can then get on with their day.

Script 06 · Telling a client you broke something, the same day

Email

Subject: Something I need to tell you about, [Client name]

Hi [Client name], I need to tell you about something that happened today. While I was [doing the task], I [what broke or was damaged]. I’m sorry. I should have taken more care. I want to put it right. I’ll contact you about how once I’ve spoken to my insurer. [Your name]

Why it works Tell the client the same day, before they find it. A hidden mistake does more harm than the damage.

Script 07 · The offer to put the damage right

Email

Subject: Following up on [the damage]: how I’ll put it right

Hi [Client name], I’m following up on [the damage] from [date]. I’ve checked with my insurer. Here is what I’d like to do: [repair it myself / arrange a repair / pay for a replacement]. [Cost or next step, if you have one.] Does that work for you? [Your name]

Why it works Come back with a clear plan and a date. It shows the client that you are already dealing with the damage.

Questions

Am I responsible for everything that goes wrong in a client’s home?
You are responsible for damage that you cause. Check your insurer’s rules before you promise to pay for anything. Do not assume that your policy covers a case.
Do I need to ask before I use the client’s toilet or kitchen?
Yes. Ask every time, even with a regular client. A short question costs nothing. If you assume, you can quickly lose a client’s trust.
What if the client asks me to keep a key for every future visit?
That is normal for a recurring job. Agree where you keep the key. Agree what happens to it if the work stops. Say this once, clearly.
Do these messages send automatically?
No. You write and send each message yourself. BizBinder does not track keys, log arrivals or send messages about a visit. It keeps dated notes on each client’s record, so the access details stay in one place.

Keep reading

Staying organized

Working in a client’s home — keys, pets, and what to do if you break something

A client’s home has its own rules. There is a key to return, a dog to work around, and rooms you may not use. This guide covers the questions to ask before the first visit. It also covers keys and codes, a locked door, house rules, and a client who hovers. It ends with what to do when you break something.

Want the access details kept with the client?

You write and send every message on this page yourself. BizBinder does not track keys, log arrivals or send messages about a visit. It keeps dated notes on each client’s record. Put the key location, the alarm code and the dog’s name there. Then you do not need to search old texts before each visit.

A human reads every one. No newsletter, ever.

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