Best Practices: Boarding Facility Part 1

One of my activities in working with businesses is to evaluate their processes and practices. Then I determine what needs to be updated and what needs to be deleted to make the business improve their profits.

I came up with a list of best practices for a horse boarding facility. If you own a boarding facility or if you are a boarder look over this list. Here are things I would like to hear your comments on as an owner:

  • Do you agree with this list?
  • Do you currently have practices in place like these?
  • Do you need to update your practices?
  • Do you find this list helpful?

As a border I would like you to answer these questions:

  • When you visited the boarding facility the first time, were you given a business card, brochure, or welcome kit?
  • Did you have an orientation?
  • Were you introduced to the employees and other people on the facility’s team?

Horse Board Facility Best Practice

We acquire new clients four ways:

  1. Drive-Bys
  2. Referrals
  3. Through ads (online, flyers, etc.)
  4. Through websites and social media
welcome_kit
Include your business cards and brochures of your facility and team members. Add your latest newsletter, too!

Welcome Kit

A Welcome Kit is made up of the brochures and business cards for the business, riding instructors and grooms.

When new people visit, they are given this welcome kit. They should never walk away empty handed. They may be visiting other places after yours and you really want to stand out and make their visit memorable.

Perspective Client Visit

When a new client visits, they should be greeted and taken to the person in charge of the meeting.

Drive-By

  1. When a perspective client enters the property they should be welcomed and then taken to the person in charge.
  2. Interview the client to determine their needs and their horse’s needs. Explain what you have to offer. Give them the welcome kit, and if they have decided to move their horse to your facility give them a board agreement.
  3. Ask for their name, number and/or email.
  4. Arrange a time for their horse to come in.
  5. Hand them an invoice for their first month’s board.

Contact by Phone

  1. Over the phone interview the client to determine their needs and their horse’s needs. Explain what your facility has to offer and what makes you different from the others.
  2. Set up an appointment for a meet and greet.
  3. Ask for their name, number and/or email.
  4. When a perspective client enters the property they should be welcomed and then taken to the person in charge.
  5. Give them the welcome kit.
  6. Give the client the tour.
  7. Arrange a time for their horse to come in.
  8. Give them a board agreement.
  9. Hand them an invoice for their first month’s board.

Tomorrow I will discuss:

  • Website Contact Forms
  • Referrals
  • Orientation
  • Follow-ups
  • and When a Boarder Leaves the Facility
  • Click here to download: Boarding Checklist
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