Organizing Client Intake Form

This organizing client intake form will guide you through the all-important initial phone consultation

Be prepared for when a potential organizing client calls you. This organizing client intake form will guide you through the all-important initial phone consultation. You’ll be able to ask the right questions and capture the information you need to conduct a successful phone consultation that will win you more organizing clients!

This client intake form includes a guide to estimating time for each space, plus tips for handling hesitant clients. It also provides sales pitch wording to help you outline your experience and expertise, so that the client says “yes!” and hires you with confidence.

All of our forms are customizable, so you can add your logo and business information to make them yours. We provide you with both Word and PDF versions of each form, so they will open on any computer.

This form is part of our Professional Organizer Client Service Forms package. This package bundles everything you need to communicate and work with your organizing clients effectively and efficiently!

We’ve done the work for you! These 12 essential client service forms will help you communicate with clients, sell your organizing services, protect yourself legally and win organizing projects.

Our Professional Organizer Client Service Forms have been proven time and time again to make a winning impression on organizing clients.

Save yourself time, money and frustration. Order now and start using them today!

Your Instructor

Sarah Buckwalter
Sarah Buckwalter

Sarah Buckwalter is a Certified Professional Organizer® with over 20 years of experience in home, move and office organization. In January of 2000, she founded Organizing Boston. Organizing Boston is the largest professional organizing firm in New England and the winner of Best of Boston Home™, Best Professional Organizer.

Highly regarded and nationally recognized as an organizing industry expert, Sarah frequently lectures on organizing and business development. She has shared her organizing expertise in print and on dozens of news and television programs. Sarah has appeared several times on the hit television series, “Hoarding: Buried Alive” on TLC.

With a desire to share her experience with fellow organizers, Sarah created Organizing U . Organizing U offers professional organizer training programs, business coaching and an organizing directory.

Course Curriculum

  Client Intake Form
Available in days
days after you enroll

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!