Client Intake Form

Client Intake Form
Contact: 929-584-0745 | theupgradedabode@gmail.com | instagram.com/theupgradedabode
Name
Address
Phone Number
Email Address
example@example.com
Preferred Method of Communication
What are your primary goals for this organizing project?
(Check all that apply)

Declutter specific areas
(Check all that apply)

Optimize storage solutions
(Check all that apply)

Create a more efficient workflow
Other (please specify)
Describe your desired outcomes
How many bedrooms and bathrooms do you have?
Bedrooms
Bathrooms
How many family members live in the home?
Do you live with others? If so, please describe
What areas of your home or office require assistance?
(Check all that apply)

Living room
(Check all that apply)

Kitchen
(Check all that apply)

Bedrooms
(Check all that apply)

Home office
Garage

Garage
Other (please specify)
When do you expect the project to start and end?
Start Date

MonthDayYear
Date
End Date

MonthDayYear
Date
What is your estimated budget for this project? (storage solutions only)
What is your preferred schedule for working on this project?
What are your top priorities for this organizing project?
Best time of day to contact you
Signature

Clear
Date

MonthDayYear
Date
Should be Empty: