What to track between enquiry calls

Calls blur together fast. A simple tracking system helps you compare providers fairly and remember what was said (especially about support, matching, and payments/expenses). This page gives you a lightweight method you can use after every call.

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Fast takeaway
Track what matters day-to-day: out-of-hours support, matching clarity, and what's actually included in payments/expenses.

Choosing a provider? See How to choose.

Most important
Out-of-hours support
Second
Matching info
Third
Payment clarity

The quick template (copy and reuse)

2 minutes after each call

Fill this in immediately after the call. You'll forget details faster than you think (especially names, timelines, and what was "included" vs "reimbursed").

Provider: ________ (local authority / agency)

Spoke to: ________   Date/time: ________

My situation: (e.g., working full time / have pets / spare room / location) ________

Out-of-hours support: who answers + response time + escalation ________

Matching: what info they share before you say yes + how "no" is handled ________

Payments/expenses: what's included vs reimbursed + pay dates ________

Training/support: initial training + ongoing support + specialist options ________

Typical placements locally: ages, types, availability ________

Timeline: next steps + realistic timescale ________

My gut check: (clarity / organised / pressure?) ________

One small habit that helps

Ask every provider to email you any key details they mention (or links to their payments/expenses policy). Written follow-up makes comparisons fair.

Questions to ask

Use the same questions every time.

Questions to ask

Printable checklist

Includes call questions and notes.

Call questions (checklist)

What to track (7 categories)

This keeps your notes consistent so you can compare. If a provider avoids a category, write that down too.

1

Out-of-hours support

The most "real life" factor.

  • Who answers (and are they trained?)
  • Typical response time
  • What happens if things escalate
2

Matching clarity

What you're told before you accept.

  • Information shared (needs, routines, risks)
  • Time to decide
  • How "no" is handled
3

Payments and expenses

Track wording carefully.

  • What's included vs reimbursed
  • Pay dates and how quickly expenses are repaid
  • Any "extra" for specific placements (if stated)
4

Training and ongoing support

Not just "we offer training".

  • Initial training format and time commitment
  • Supervision frequency (who, how often)
  • Specialist support availability
5

Typical placements locally

What's realistic in your area.

  • Ages and types most common
  • Frequency of emergency / respite needs
  • How often carers are "waiting"
6

Timeline and next steps

Ask for realistic ranges.

  • Time to assessment start
  • Likely total time to approval
  • What causes delays
7

Your fit and feel

Write this down immediately.

  • Clear, organised answers?
  • Any pressure, hype, or vagueness?
  • Did they follow up in writing?

A simple red-flag rule

If you ask a direct question about support or payments and you get repeated vagueness, that's useful information. Track it.

Comparison table (3 providers)

Print-friendly

Use this as a simple side-by-side. You can extend it later, but 2–4 providers is usually enough.

Category Provider A Provider B Provider C
Out-of-hours Notes Notes Notes
Matching Notes Notes Notes
Payments/expenses Notes Notes Notes
Training/support Notes Notes Notes
Typical placements Notes Notes Notes
Timeline Notes Notes Notes
My fit/feel Notes Notes Notes
If you want a simple scoring method

Give each provider a 1–5 for out-of-hours, matching, and communication clarity. The highest combined score is usually the best real-world fit.

Follow-up email template (keeps things clear)

Copy/paste

Sending a short follow-up after a call helps you confirm details and prevents misunderstandings later.

Subject: Quick follow-up - fostering enquiry

Hi [Name],

Thank you for your time today. I'm comparing a few providers and wanted to confirm a couple of details so I can make a fair comparison:

  • Out-of-hours support: who answers, and typical response time?
  • Payments/expenses: what's included vs reimbursed, and how/when expenses are repaid?
  • Timeline: what are the next steps and a realistic timescale to start assessment?

If you have links or a document that explains payments/expenses and support, that would be really helpful.

Thanks again,
[Your name]

How to choose

A simple method and scorecard.

How to choose

Red flags worth tracking

These are not "automatic no" items on their own - they're signals to slow down and compare.

Support feels vague

"Someone is always available" but no detail on who answers, response time, or escalation.

Pressure tactics

Rushing you to commit, discouraging you from comparing, or dismissing reasonable questions.

No written follow-up

Avoiding sending links/policies (especially for payments/expenses) after you ask.

Good sign

They answer clearly, send you links/policies without fuss, and encourage you to take your time.