Professional Service Templates: Intake Forms, Contracts & Checklists

Professional Service Micro-Business Templates

Therapist Intake Forms · Pet Sitting Contracts · Cleaning Checklists

You started your service business to help people — not to spend weekends drafting forms from scratch or paying a lawyer $300 to write a contract for a $75 dog-sitting job.

This template pack gives solo service providers and micro-business owners the professional documentation they need to look credible, protect themselves legally, and onboard clients without the admin headache.

Ready to customize in Word, Google Docs, or Pages. Download, add your logo, and send — today.

What's Inside

🧠 Therapist / Counselor Intake Pack

• New Client Intake Form — collects presenting concerns, medical history, emergency contacts, insurance info, and session goals in one structured document
• Informed Consent Agreement — covers confidentiality limits, session policies, cancellation terms, and telehealth consent (HIPAA-aligned language included)
• Session Notes Template — SOAP-format progress note for each appointment
• Release of Information Form — for coordinating care with other providers

🐾 Pet Sitting / Dog Walking Contract Pack

• Pet Sitting Service Agreement — covers scope of services, liability waiver, emergency vet authorization, and payment terms
• Pet Information & Care Instructions Sheet — feeding schedules, medications, behavioral notes, vet contact
• Daily Visit Log — timestamped check-in record you can send to owners for peace of mind (and your own protection)
• Boarding Intake Checklist — confirms vaccination records, special needs, and owner availability

🧹 Cleaning Service Operations Pack

• Residential Cleaning Checklist — room-by-room task list (kitchen, bathrooms, bedrooms, common areas) with completion checkboxes
• Deep Clean vs. Standard Clean Scope Sheet — set clear expectations and eliminate "you missed a spot" disputes
• Client Service Agreement — covers access arrangements, pricing, cancellation policy, breakage liability
• Recurring Client Profile Card — log client preferences, entry codes, pet info, and special instructions

Why This Beats Starting From Scratch

The Numbers

• ⏱ Save 8–15 hours you'd spend building these from scratch
• 💰 Save $200–$500 vs. hiring a freelance paralegal or business consultant to draft them
• 📋 14 templates total across 3 service categories
• 📁 Delivered as: Editable DOCX files + PDF versions, instantly downloadable

Who This Is For

✅ Therapists, counselors, and life coaches in private practice
✅ Pet sitters, dog walkers, and home boarding providers
✅ House cleaners, maid services, and residential cleaning startups
✅ Anyone launching a solo service business who needs to look professional on day one

What You Get

• 14 fully editable templates (DOCX + PDF)
• Organized by service category — no hunting through a massive folder
• Plain-English language your clients will actually read and sign
• Instant download — no waiting, no account required
• Lifetime access — re-download any time

⚠️ A Note on Legal Use

These templates are professionally written starting points designed for micro-business use. They are not a substitute for licensed legal advice. For high-stakes situations, consult an attorney in your jurisdiction.

Get Your Templates Now — $24

One purchase. 14 templates. Three service categories covered.

Your next client intake shouldn't be an improvised mess. It should be a smooth, professional experience that makes them feel confident they chose the right provider.

Add to Cart → Download → Look like you've been running this for years.