Offer the best-care plan
Forget trying to guess what clients can afford. Instead, just tell them what's right for their pets.
The pets you care for deserve the best you have to offer. So always offer your Plan A first—you owe this to every single one of your patients and their owners. If clients falter or say they can't afford Plan A, then be willing to suggest a Plan B that will save them some money. Make sure the clients know the best possible results will come from Plan A, but you can still treat their pets with Plan B.As you discuss recommendations with clients, gather all the facts about the care their pets need and the costs they can cover. Once you understand their circumstances, you'll be able to create a customized plan that meets clients' financial needs. For example, we recommend year-round heartworm prevention. However, if money is tight, we might recommend clients give a combination heartworm-and-flea preventive during the warm months and heartworm-only protection after the winter's first hard freeze.
Remember, you're the pet's advocate. If a client declines any type of wellness or preventive care, make a note on the patient record. Then ask the doctor or technician to tell the client how important these treatments are. Resist the urge to make the pet owner feel guilty for not following your recommendations. That's not your place. But it is your job to ensure each client is informed and can make educated decisions.