Reference Check Guide and Template

The problem with more reference calls usually isn’t the reference, but the questions and the lack of a structure to capture what you’re actually hearing.

This bundle gives you the tools to successfully get past the rehearsed responses and a structured, ready-to-use document to capture everything you learn in a format you can actually refer back to when making your final decision.

Perfect for families who are approaching the finalist stage and want a professional, repeatable process for one of the most important—and most underused—steps in household hiring.

What you’ll get:

• A step-by-step guide to conducting structured reference calls, including curated questions designed to surface reliability, judgment, caregiving style, and patterns worth knowing about
• Guidance on active listening. Think: how to read tone, hesitation, and what’s conspicuously left unsaid
• A ready-to-use reference check template to document responses, note concerns, and compare candidates consistently
• Red flag indicators to watch for, plus guidance on how to follow up on anything that gives you pause
• Best practices for verifying information against what your candidate told you in the interview

The reference check is one of the last protective layers before someone enters your home as an employee. Having the right questions and a structured place to put the answers is not only useful, but will also give you documentation that supports whatever decision you make.

You’ll walk away with a complete, repeatable process to conduct reference calls with purpose, capture what you learn, and make an offer knowing you’ve done your due diligence.