Sort’n Thru It | Consultation Form

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Please complete this form during your in-home consultation to ensure we create a customized, functional, and beautiful space for each client.

Email *

Client Name

Address

Phone Number

Preferred Communication

How would you like us to communicate with you?

Call

Text

Clear selection

Spaces to be organized

Please select all spaces you want to be organized.

Kitchen

Pantry

Closet(s)

Garage

Office

Laundry

Bedroom

Playroom

Other

What prompted you to reach out?

Main frustrations

Please describe any frustrations you are facing with these spaces.

Goals for the space

What do you hope to achieve with this project?

Recommended Package

Which package do you think best suits your needs?

Refresh - ideal for standard walk-in closet or pantry

Reset - ideal for strong reset in a couple key spaces

Transformation - ideal for total home refresh, moves, life transitions

Clear selection

Why this package?

Please provide a brief explanation for your package choice.

Who uses the space?

Please list all users of the space.

Daily routines

Describe the daily routines that occur in this space.

Maintenance preference

How much maintenance are you willing to keep up with?

Low maintenance

Moderate

High-touch

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Volume of items

How would you classify the volume of items to be organized?

Light

Moderate

Heavy

Clear selection

Will client declutter beforehand?

Will you declutter the space before we begin?

Yes

Needs help

Clear selection

Sentimental items involved?

Are there sentimental items that will be part of this project?

Yes

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Measurements taken?

Have measurements been taken for the space?

Yes

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Any limitations?

Describe any limitations that may affect the project.

Estimated Hours

How many hours do you estimate this project will take?

Recommended Team Size

What team size do you think is appropriate?

Estimated Product Budget

What is your estimated budget for products?

$500–$1,000

$1,000–$1,500

$1,500+

Flexible

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Desired Start Date

When would you like to start the project?

Any deadlines?

Are there any deadlines we should be aware of?

Client personality

Describe the client's personality as it relates to this project.

Concerns or red flags

Are there any concerns or red flags we should consider?

Upsell opportunities

Identify any potential upsell opportunities.

Submit

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