Client Assessment Form:

We are very interested in helping you with your organizing challenges and completing our client assessment will better help us assist you.

Bold fields are required.

Client Intake Form

1. First & Last Name:

2. Address Line 1 & 2

3. City & State:

4. Zip/Postal Code & Country:

5. Where do you need help? Home Office

6. Have you tried to get organized on your own or with another PO?

7. Are there any special needs I should know about (ADD/ADHD, depression, OCD, disability:

8. Do you have a budget in mind?

9. Time frame in mind?

10. Days/times available to work with an organizer?

11. What are your areas of concern? Kitchen Living/Dining Room Bathroom Basement Business Office Closet Vehicle Garage Other

12. What's motivating you? Clutter-Control Paper Flow Storage Time Management Planning Financial Filing Goal Deadlines Other