Senior Placement Client Intake Form + Checklist
$97
This intake form + checklist gives you everything you need to assess, match, and successfully place clients in the right care.
One of the biggest mistakes new placement agents make is not having a clear, organized process when working with clients.
That’s exactly why I created this Client Intake Form + Checklist—to help you stay professional, efficient, and confident with every placement.
Inside This Download, You’ll Get:
✔️ A complete client intake form to capture essential details
✔️ Sections for medical needs, care level, mobility, and diagnosis
✔️ Financial breakdown (budget, payment type, benefits)
✔️ Housing preferences and location tracking
✔️ Urgency level to prioritize placements
✔️ A step-by-step placement checklist to guide your workflow
Why You Need This
This tool helps you:
Stay organized with every client
Ask the right questions from the start
Avoid missing important details
Improve your placement success rate
Look more professional when working with families and facilities
💡 This is the exact structure used to assess clients and move them from inquiry → placement.
Perfect For:
✨ New or aspiring placement agents
✨ Anyone starting a Senior Placement Agency
✨ Professionals working with seniors and families
✨ Those who want a clear, repeatable system
How to Use
Use this form with every client to gather key information, then follow the checklist to guide your placement process from start to finish.
Ready to Work Like a Pro?
If you want to streamline your process and confidently place clients, this is a must-have tool.
👉 Download now and start using it immediately.
Disclaimer
Due to the digital nature of this product, all sales are final. No refunds, exchanges, or cancellations will be issued under any circumstances.