Consultation Confirmation Template for Professional Organizers

NEW UPDATED form makes it easier to read, customize, edit & format. 


Consultation Confirmation Form – This crucially important and intuitive form is typically emailed to the client before any organizing work begins. This forms sets necessary expectations for both you and the client. Setting clear expectations early on is crucial to becoming a successful organizer. The Revamp assessment confirmation form does just that. With over 20 necessary suck key points , From the terms and conditions of payment to tasks the clients needs to accomplish prior to arriving this form covers them all.

This form is emailed to the client before their Assessment. It confirms their appointment date and time and outlines what will happen during the assessment, what the organizer will provide, what the client can expect as the result of the assessment, how the client can prepare for the appointment, payment terms and cancellation requirements.