New Client Questionnaire:

These questions are designed to help me better understand your needs.

Name:
First Name
Last Name
Date:
mm-dd-yyyy
Email:
[email protected]
Cell Phone Number:
Area Code
Phone Number
Home Phone Number:
Area Code
Phone Number
Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code

How will I recognize your house and where should I park?
-
Who else lives in the home with you? (Please include roommates and tenants.)
-
Do you have any pets? If so, please list the types of animal and names.
-
What is your job or profession? (If retired, please list retirement date and previous profession. If applicable, please list work such as stay-at-home parent or homemaker.)
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How did you find me?
Friend/Relative
Google search
FindMyOrganizer
My website
Other

What is motivating you to call me about getting organized?

stress
frustration
illness
job change
move
relationships
remodeling
can't find things
can't have people over
need storage solutions
new baby
too much stuff
just can't get started by myself
super busy
need defined "homes" for items
Other

Describe in more detail what is motivating you to call me about getting organized.
What are your frustrations?

What are your areas of concern?
kitchen
dining room
family room
living room
mail/papers
home office
entryway
closet/clothes
toys
basement
garage
attic
laundry
craft room
bathroom
bedroom
bedroom (guest)
bedroom (master)
bedroom (child's)
Other

Describe the areas of concern.

What makes this project important to you now?

How long have you/has your space been disorganized?

In the past, have you tried to get organized on your own or with another professional organizer?
on own
with a PO
neither

How organized was the house where you grew up?
Very organized
Very disorganized
In the middle
Other

What is in the way of your getting your task completed? Do any of these seem to apply?
lack of time
unrealistic workload
unclear goals
thrive on chaos
fear of failure
unclear priorities
fear of success
dislike the space
need to retreat/hide
need for abundance
fear of losing creativity
don’t know where to start
sentimental attachment
guilt
perfectionism
Other

Do you think your space has the problem of too much stuff or is the problem only that things are not properly organized? (If this applies to your needs)
too much stuff
not organized
both

What is your biggest obstacle when it comes to letting go of things? (If applies to your concern)
Guilt
Sentimental attachment
Junk costs
Inability to decide
Might need someday
Other

Describe in greater detail your obstacles.

What types of things are most difficult for you to let go? (If applies)

In what ways does being disorganized impact your life and the lives of those who live with you? (If this applies)

How do those close to you feel about your efforts?

CURRENT STRATEGIES

What IS working well in your space?

What is NOT working well in your space?

TIME AND TASK MANAGEMENT

How do you handle your To Do's?

Are you habitually or frequently late?

How do you manage your time?

Do you use a planner, calendar, app, etc.?

EXPECTATIONS AND GOAL COMPLETION INDICATORS

What does success look like to you for this project?

What are your goals? (Select as many as you feel are relevant.)
Main Goal
Secondary Goal
Not Applicable

create "homes" for all possessions
space has new purpose possessions downsized
smooth flow to each day
lower stress level improved relationships clutter-free space
healthier environment
find what you need when you need it
storage solutions discovered
new skills learned
more time to relax
increased confidence/self-image
more productive/efficient
new habits formed

How do you feel about your ability to maintain the space after it is completed by us?

If I could wave a magic wand and fix three areas first, which would you choose?

SPECIAL NEEDS

How is your health? Do you have any issues or conditions you feel would be important for me to know about? Any physical limitations?

ADD/ADHD
OCD
Anxiety
Depression
Main health issues (cancer, diabetes, allergies ect.)
Other

Have you ever been diagnosed with any of the above and, if so, which?
Please describe any physical limitations you have that might affect our work together.

CHALLENGES AND SURPRISES
Does your space have any problems with infestations, such as
bedbugs
lice
clothes moths
mice
rats
mildew/mold
None of the above
Other

If you have any of the following in your home, I ask that you store it securely before we work together.
Firearms
Ammunition
Explosives
Fireworks
Large amounts of cash
Precious jewelry
Illegal drugs
Pornography
Stocks
Bonds
None of the above

RELEASE PURPOSES
How will we handle your discards?

Included in my service, I will bring donations to Savers. Please indicate if that is your preferred method of disposal or if you have other plans for the items you no longer want.

TIMING AND BUDGET
What are the best times and days to meet?
What is your deadline or time frame?
Although we can often work with what you already own, I occasionally recommend products, systems, solutions, and other services to help get you organized. Do you have a budget in mind for these types of expenses?

Additional Resources needed for this project:
junk hauler
handyman
painter, plumber, electrician
closet/shelving installer
POD storage company
admin assistant
family members/friends
additional POs
estate sale manager
HoA approval
Arborist
Other

LOGISTICS AND LAYOUT

(Take "before" photographs.)
Square footage of home and/or number of rooms:
Tour the home, listing rooms and noting current organizational state of each space.
Issues noted during tour:
Many things have no home
Out of sight, out of mind
Storage is inconvenient
Current systems are too complex/confusing
More stuff than space/very small spaces
Needs designated area for items leaving the home
Odors, dust, or dirt
Like items are stored in multiple areas
Other

Is there anything more you'd like to share with me so I can better understand your needs?

Signature of client and date