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Private Household Client Intake Form

Private Households · NAICS 814 · Client Intake Form

A Client Intake Form is the first step in establishing a professional relationship with a private household client. Unlike generic forms, this one is tailored to capture the unique aspects of working in someone's home: access instructions, household composition, pets, and specific service expectations. It helps you assess safety risks, customize your services, and avoid misunderstandings. Use it to gather all essential information before providing housekeeping, nanny, personal chef, or other domestic services. This form ensures you have everything needed to prepare a comprehensive service agreement and deliver a seamless experience.

When you need this document

When a new client inquires about housekeeping or cleaning services.
Before starting a nanny or childcare arrangement.
When offering personal chef or meal preparation services in a client's home.
For home maintenance or handyman services that require access to the residence.
When providing elderly care or companionship services in a private residence.

What the generated draft includes

Client and household contact information
Residence type and household composition details
Pet information and handling instructions
Desired service frequency and start date
Access instructions and security details
Emergency contact and special instructions

Frequently asked questions

Why do I need a separate intake form for private households?

Private household services involve entering a client's personal space. An intake form captures critical details like access codes, pet presence, and specific preferences, reducing liability and ensuring a tailored service.

Can I use this form for both housekeeping and nanny services?

Yes, the form is versatile. It includes fields for household composition and service frequency, which can be adapted for nanny, housekeeping, or other domestic services.

Is this intake form a legally binding contract?

No, it is a data collection tool. It includes a disclaimer stating that it is not a service contract. A separate service agreement should be signed to formalize the terms.

Self-help document generator: you get a structured draft based on the facts you provide. It is not legal, tax, or financial advice; verify jurisdiction-specific rules before sending.

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