Initial Client Intake Form for Professional Organizers

NEW UPDATED form makes it easier to read, customize & format!
 
In your first call the Initial Client Intake form allows you to get a clear picture of your potential client’s needs. This three-page form contains every question you’ll need to ask to get off on the right foot. The Phone Intake Form is a roadmap for assessing your client’s goals and organizing challenges and their willingness to complete them. 

This form can be used as a stand alone tool for conducting an initial phone consultation This consultation can be can be offered for free or to generate initial revenue.

By asking these vital questions you will be able to determine the clients readiness to become better organized and the extent of their disorganization. You will also learn the scope of the projects the client is interested in working on and the physical parameters of their home or office. From this one document you will have a clear understanding of the client’s needs, organizing goals, and a clear idea of how you can help them. It will also demonstrate your professionalism and thoroughness during this first contact. This phone intake can also be advertised as a Free Phone Consultation and a way to open the door and gain your prospective client’s trust so they book an Assessment.