Client Intake Form: Davidson Organizing, LLC

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I look forward to speaking with you!

TELL ME HOW I CAN CONTACT YOU

Full Name *

E-mail *

Home Phone

Mobile Phone *

Work Phone

Preferred phone and days/times for calls?

Address *

City *

Zip *

When would you like me to call for your 15 minute complementary phone assessment?

Please suggest a day and time. If I'm not free, I will text or email you a list of alternatives. In general, I am available M-F 4:00-6:00 PM and Saturday and Sunday afternoons for phone conversations.

YYYY

Time

TELL ME ABOUT YOUR PROJECT

Project Description *

(check all that you are considering)

Initial 15 minute telephone assessment (free)

Organizing interior spaces in your home

Decluttering assistance - including hoarding situations

Decluttering and organizing garage, attic, or other unfinished space

Redesign of storage areas in the home including closet designs

Move Management - reducing the stress of moving and downsizing

Staging of closets, pantries, and other areas for real estate photos and showings

Life coaching focused on organization and productivity

Consulting on remodeling and new home construction plans from an organizing perspective

Creating DIY plans that you can follow on your own

Assistance selling unwanted items of value

Organizing home office and setting up effective file system where you can find anything in seconds

Organizing business office and setting up effective file system where you can find anything in seconds

Virtual course and virtual coaching for office organization and productivity through the Productive Environment Institute

Other:

Required

What inspired you to seek out organizing services? *

What days and times are best for you for in-home or in-office organizing sessions?

PAYMENT EXPECTATIONS

Payment by cash, check, or via Zelle is expected at time of service unless other arrangements have been made.
Payment of a $150 non-refundable deposit via a Paypal invoice is required to hold your first appointment and goes towards your first two hours of organizing and consulting services.

SERVICE OPTIONS: RATES:

Initial telephone assessment FREE (15 minutes)

Consultations, Organizing, Coaching $75 / hour

Total Office Transformations $75 / hour

Trip Fee for new clients outside Davidson
Huntersville, or Cornelius $1/round-trip mile over first 20 round-trip miles

Disposal or donation of unwanted items TBD

Organizing supplies in inventory At cost. We stock commonly used items purchased on sale or at a good price.

CANCELLATION POLICY

We kindly request a 48-hours' notice for all cancellations. Please note that the fee for cancelling within 48 hours of appointment is $75. If you think you might have to cancel, please alert us to this possibility ahead of time and this fee will be waived.

CONFIDENTIALITY

We adhere to the Faithful Organizers Code of Ethics, which can be found on our website.

CLIENT SERVICE AGREEMENT *

I agree to the above expectations and policies should we choose to work together

Required

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