Tidy by Karen Client Lifestyle Assessment

Client Lifestyle Assessment

Projects are accepted in limited number to ensure a highly personalized experience.
Begin Your Personalized Experience!

Welcome to the Tidy by Karen Client Lifestyle Assessment — the beginning of a personalized experience designed to elevate your home. This brief assessment takes approximately 3–5 minutes and allows us to thoughtfully tailor your organizing experience.
Please share your preferred contact details so we may communicate with ease and intention throughout your experience.
Name*

First NameLast Name
Confirm E-mail*
Phone Number*

Area CodePhone Number
Preferred Method of Communication:
Best time to contact you:
Address

Street Address

Street Address Line 2

CityState

Zip Code
In which areas of your home would you value professional support to enhance functionality and serenity?

Lack of timeOverwhelm with the volume of itemsDifficulty letting go of possessionsPoor organizational systems in placeLack of knowledge on how to organizeOther
Which areas of your home would you like thoughtfully prioritized for transformation?*

Home Organization (closet, kitchen, bedroom, garage, living space)Office Organization (filing systems, workspaces)Move-In/Move-Out ServicesDecluttering ServicesWhole-Home Move-InCustom Closets or Storage SolutionsOther
Which aspects are most important to you in achieving a harmonious and refined living space?

Elevated aestheticsFunctional systems that are easy to maintainMaximizing space with intentionReducing visual overwhelmCreating a sense of calmA fully done-for-you experience
Kindly share images of the spaces you'd like to transform, allowing us to curate a personalized and elegant organizational plan

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What prompted you to seek professional organizing at this time? (Select all that apply)

Preparing for a move or relocationRecently moved into a new homeSeeking greater ease and functionalityEntering a new season of lifeDesire a more refined, organized environmentReady to invest in professional supportOther
Have you worked with a Professional Organizer in the past?

YesNo
What is the most important factor in choosing a professional organizer?
Do you have an ideal timeframe for completing this transformation?

Within the next 2–4 weeksWithin 1–3 monthsWithin the next few monthsFlexible — focused on the right plan
How ready are you to invest both time and money into organizing your space?

Very ready—I’m committed to making changes and can invest the necessary resources.Somewhat ready—I’m interested but need more information about the process and costs.Not ready—I’m just exploring and not sure if organizing is the right investment for me yet.
What level of investment are you comfortable making to achieve the results you envision?

$550–$2,500$2,500–$5,000$5,000–$10,000$10,000+ (full-service move-in, luxury customization, closet installation etc)
Our projects are highly customized and typically begin at a minimum investment. Are you prepared to invest in a professional, done-for-you experience?*

Yes— I value expert supportI’d like to learn more
How did you hear about Tidy by Karen?
Many clients value ongoing support to preserve the beauty and function of their home. Would you be interested in learning about our maintenance offerings?

Yes, please send details.No, one-time service only.Maybe, depending on my experience.
Are there any pets, children, or special considerations we should be aware of when working in your home?

YesNo
Is there an elevator, security gate, or special access information we should know?

YesNo
Who else will be involved in the decision-making process for this project?
How would you define success for your home's transformation through our services?
Please share anything else that would help us thoughtfully prepare for your home and your goals.
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Client Lifestyle Assessment

Begin Your Personalized Experience!