Nanny Agency Client Discovery Form

Finding the right nanny for your family is one of the most important decisions you'll make. This nanny agency client discovery form helps placement agencies gather essential information about your household, childcare needs, schedule requirements, and family values to match you with the perfect caregiver.

Why use Paperform for nanny agency client discovery?

Nanny agencies need to understand each family's unique situation to make successful placements. This template collects detailed information about child ages and developmental stages, daily schedules, household duties expectations, transportation needs, and family culture—all in one professional, easy-to-complete form.

With Paperform's conditional logic, families only see questions relevant to their situation. If they need a live-in nanny, additional questions appear about accommodation. If they have infants, age-appropriate care questions are shown. This creates a personalized experience that respects each family's time while gathering comprehensive details.

The form's professional design builds trust from the first interaction. Families can complete it on any device, and responses flow directly into your CRM or project management tool through native integrations or Stepper workflows (stepper.io), allowing your team to begin the matching process immediately.

For agencies managing multiple placements simultaneously, Papersign (papersign.com) can automate the contract signing process once a match is made, turning this discovery form into the first step of a fully digital placement workflow. From inquiry to signed agreement, everything stays connected and compliant.

Whether you're an established nanny agency or starting a childcare placement business, this template provides the foundation for understanding client needs and building lasting family relationships.