Buyer screening records: how to keep puppy applications tidy
Forty applications and no system means forty phone calls. One short questionnaire, scored the same way every time, filters out most bad fits before you spend an hour on the phone.
Ask every applicant the same questions
Use the same short questionnaire for everyone and keep the answers on file. The essentials: living situation, who is home during the day, previous dog experience, why this breed, a vet reference, and whether they understand the exercise and grooming needs. Five minutes to fill in, and it filters out most bad fits before you spend an hour on the phone. A standard form also keeps things fair: every applicant gets judged on the same answers, not on how charming their first email was.
Score simply, file carefully
Score each application as yes, no, or maybe, with a one-line note. Keep the maybes on a separate list so you are not re-reading forty applications when a puppy becomes available. Keep the rejected ones too, briefly noted, so you do not accidentally reconsider someone you already ruled out. One folder per litter, applications inside, decisions on top.
Paper now, peace later
Screening records are not just for choosing buyers. If a placement ever goes wrong, your notes show you did your due diligence. And when the next litter arrives, last year's scored applications are a ready-made starting list instead of a blank inbox. Ten minutes of filing per applicant beats ten hours of drama every time.
Buyer waitlists, handled properly
WhelpWise is being built to keep screening answers, waitlist order and deposit terms in one place, instead of scattered across email threads. Join the waitlist to get early access.
Prefer paper? The Breeder Records Pack has printable litter sheets, weight logs and checklists for $17.
This guide is for informational and record-keeping purposes only, not legal advice. Buyer agreements and consumer rules vary; get proper advice for your situation.