New Client Questionnaire

New Client Questionnaire
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How did you find me?

Other
Who all lives in the home?
Where should I park?
Do you have any pets? If so, how many and what kind?
Describe in detail what is causing you to get motivated to be organized?
What are your areas of concern?
Describe the areas of concern in more detail.
What is currently working for your space?
What is currently NOT working for your space?
Expectations & Goals
What does success look like to you for this project?
Special Needs
Do you have any health issues you feel would be important for me to know about?

Other
Does your space have any problems with infestations I should be aware of?

Other
⚠️ If you have ANY of the following in your home, I ask that you securely store it before we begin work together ⚠️

Firearms, ammunition, large amounts of cash, illegal drugs, pornography, stocks, and bonds.
How will you handle your discards? In my services I offer to donate all items to my local thrift shop

Other
Timing and Budget
What are the best times and days to meet?
What is your deadline for completion?
Although I can work with what you already own, I occasionally suggest products to help you stay organized. Do you have a budget in mind for this expense?
Resources needed for this project

Other
Is there any additional information you would like to share so I can get a better understanding of your needs?
Should be Empty:

New Client Questionnaire

Expectations & Goals

Special Needs

⚠️ If you have ANY of the following in your home, I ask that you securely store it before we begin work together ⚠️

Timing and Budget