01

Should a prospective family receive a past client's contact information?

Start with public reviews, published testimonials, and a clear explanation of the agency's process. If a prospective family still needs a direct reference, ask a past client separately and share contact details only with that person's permission and within any confidentiality commitment. Do not treat a previous placement as standing permission for future introductions.

02

How can an agency confirm that a household assistant is authorized?

Ask the household client to confirm the assistant's name, role, and the decisions they may make. Record who may approve a role brief, receive candidate information, schedule interviews, and sign the agreement. Confirm changes through a contact channel already associated with the client. The PAO source does not establish a universal authorization form; choose documentation that fits the engagement and privacy obligations.

03

What if an outside researcher says they represent a client or company?

Ask what information they need and why, then verify the organization and the person's authority through an independently found contact channel. General service information can be discussed without disclosing client or candidate details. A third-party claim alone is not proof of authorization, and an unusual inquiry alone is not proof of bad intent.

04

What if an AI assistant calls about a nanny search?

Treat the call as an initial inquiry. Share general service information, identify the human decision-maker, and arrange a direct consultation before collecting or releasing sensitive household or candidate information. Record the source of the inquiry and confirm any claimed authority with the family. The same identity check should apply whether a caller is human or automated.

05

How should an agency handle a questionable referral request for temporary household help?

Treat the referral as a lead until the requesting household or authorized representative is verified. Ask for the service date, location, duties, decision maker, billing party, and a direct contact route; independently confirm the representative's authority before sharing candidate details. If the request changes repeatedly, asks for personal documents early, or bypasses the normal agreement and payment process, pause it and explain what verification is needed. Keep the original referrer's identity and private details out of public discussion.

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