Questions & Answers
Establish Connection
Establish Needs & Wants
Area's to Include
Take Inventory
Scheduling Sessions
Additional - Unforeseen
to be Aware
Personal Documents
Material Lead Times
Other
Establish Connection
Confidentiality Agreement
▪ Get in touch with me either via contact form, direct email, or social media.
▪ Feel free to be as detailed as possible.
No Judgements.
Establish Wants & Needs
▪ Discuss Goals for each space(s).
▪ Likes & Dislikes.
▪ Suggestions, Collaboration.
▪ How to organize for you & your families' routine.
▪ Establish budget.
Confidentiality Agreement
▪ Ensures client-consultant compatibility & alignment.
▪ Allow each of us to be upfront with any limitiations, physical or otherwise.
▪ Express the importance of open & thorough communication, from first connection & throughout our time together.
Area's to Include
▪ Number of Spaces to Organize.
▪ Type of Space.
▪ Interior & Exterior.
▪ Other Areas to Accommodate Organizing.
Please feel free to fill out detailed intake form here.
This form allows me to determine if your needs align with my services.
Take Inventory
▪ To Keep Vs. To Remove.
▪ Donations, Yard Sale, Estate Sale.
▪ Short Term Vs. Long Term Storage.
▪ Storage & Organizing Materials to Use.
▪ Repurposed or Purchased.
(any items that are to be removed from the homewith client permission).
Scheduling Sessions
▪ Consider our Schedules, Special Dates, Appointments, Holidays,
Desired Close Date.
▪ Culling & Sorting items Ahead of Time (client).
▪ Material & Product Research.
▪ Extra Services.
(if requested or required).
Additional / Unforeseen
▪ Hiring Additional Workers, services, subtrades.
▪ Water Damage, mold, asbestos removal.
▪ Updating Electrical, mechanical, plumbing, structural needs.
▪ Changes Involving Exterior.
▪ Window or Door install.
(if needed; will be subcontracted out to ensure
accuracy/safety - at clients cost).
Personal Documents
▪ Sort old Paper work, cards, letters, school work, bills, home documents &
manuals.
▪ Scan, Digitize & Upload onto USB for backup.
▪ Draft confidentiality statement within contract agreement.
Material Lead Times
▪ Online orders.
▪ Fabrication.
Other
▪ Anything else to consider or disclose.
▪ Additional Services.