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New Client Intake Form

YOUR EVERYDAY, SIMPLY ORGANIZED.

Let’s get to know you.

Welcome to Sorted Haus! I’m so glad you’re here.

Whether you’re looking to organize a single space, simplify your entire home, prepare for a move, or create systems that make everyday life easier, I’m here to help.

This questionnaire will help me understand your needs, priorities, and vision so I can make the most of our time together.

There are no right or wrong answers, and nothing is too messy or overwhelming to share. This is a judgment-free space!

Let’s get started.

SECTION 1 | ABOUT YOU

1. What is your full name?

2. What is your email address?

3. What is the best phone number to reach you?

4. Where is your home located?

5. How do you prefer to be contacted?

Phone call

Either one is fine

6. How did you hear about Sorted Haus?

7. Have you ever worked with a professional organizer before?

Yes

8. If yes, what did you enjoy about the experience, or what would you have liked or done differently?

SECTION 2 | HOW CAN I HELP?

Let’s talk about what brought you here and where you’d like a little help.

1. Which of the following services are you interested in?

2. What type of property or space are we working with?

3. Are you looking for help with one particular space or multiple areas?

4. What prompted you to seek help right now?

I feel overwhelmed by clutter or disorganization.

I want my home to function better for everyday life.

I’m preparing for a move.

I’m settling into a new home.

My household or family needs have changed.

I’m preparing for a new season or upcoming event.

I need help maintaining an organized home.

I simply want to make better use of my space.

Other

5. Is there a particular event, life transition, or deadline motivating this project?

SECTION 3 | YOUR SPACE

Every home is different. I’d love to understand which areas need attention and what’s currently working — or not working — for you.

1. Which areas would you most like help with?

2. Briefly describe the current condition of the space(s) you’d like help with, and what frustrates you most about it.

3. What have you already tried, and what has and/or hasn’t worked?

4. Are there particular items or categories that are especially difficult to organize?

5. How do you feel about letting go of belongings you no longer use?

I’m ready to declutter and let things go.

I know I need to let go of things but could use support.

I have difficulty parting with belongings.

I’d prefer to focus on organizing what I already own.

It depends on the item.

6. Photos are helpful in allowing me to understand the space and prepare for our consultation. Please upload them here (or email them to me separately if preferred).

Size limit: 10 MB

SECTION 4 | YOUR HOUSEHOLD & EVERYDAY ROUTINES

The best organizational systems are the ones that work for the people living in the home. I’d love to understand a little about your household and daily routines and style preferences.

1. Who lives in your home?

2. If you have children at home, what are their ages?

3. Who primarily uses the spaces we’re organizing?

4. How many household members are currently living in the home, including you?

5. Are there any lifestyle considerations, accessibility needs, or household preferences I should keep in mind when creating organizational systems?

6. Which statement best describes your preference?

Minimalist and streamlined — I want less visual clutter.

Practical and functional — Everything should have a place and be easy to access.

A balance of beautiful and functional.

I’m open to your recommendations.

7. How important is the visual appearance of the finished space compared with functionality?

Functionality is my top priority.

Both are equally important.

Appearance is especially important to me.

It depends on the space.

8. Do you already own organizational products or storage solutions you’d like to incorporate?

Yes

Some, but I’m open to suggestions.

9. Would you be interested in product recommendations or shopping assistance for additional organizational supplies?

Yes, I’d love recommendations.

Yes, including help sourcing and purchasing products.

Maybe, depending on the project.

No, I’d prefer to use what I already have.

SECTION 6 | PROJECT DETAILS & EXPECTATIONS

A little planning helps ensure we create a realistic approach that works for your schedule and needs.

1. When would you ideally like to begin?

2. Is there a specific date by which you’d like the project completed?

3. How would you prefer to participate in the organizing process?

I’d like to work alongside you for the sorting/purge/donation support.

I’d like to work alongside you for the organizing portion of the project.

I’d like to work alongside you for the entire project, start to finish.

I’d prefer you to work independently.

I’m not sure yet.

4. What additional support would be helpful?

SECTION 7 | BUDGET & PROJECT SCOPE

Every project is different, and understanding your expectations helps me recommend an approach that makes sense for you.

1. Do you have an approximate budget in mind for professional organizing services?

2. How would you prefer to approach your project?

Start with one priority space and expand over time.

Tackle several spaces as one larger project.

Complete as much as possible within a defined budget.

I’d appreciate your recommendation.

I still need to think about it.

3. Would you prefer to approve product purchases and additional expenses before anything is ordered or arranged?

Yes, always.

I’d like to set a budget and only approve purchases over the agreed amount.

I’d like to discuss a process that works best for us

Please note: Organizational products, storage supplies, groceries, disposal fees, and other third-party expenses are separate from professional service fees unless otherwise agreed.

SECTION 8 | ANYTHING ELSE?

Is there anything else you’d like me to know about your home, household, goals, or concerns? Any questions for me?

THANK YOU FOR CONNECTING WITH SORTED HAUS!

Thank you for taking the time to share a little about yourself and your home.

I’ll personally review your responses and reach out to discuss your priorities, answer any questions, and determine the best next steps.

My goal is to create practical, thoughtful solutions that make your everyday life a little easier.

I look forward to connecting!

SORTED HAUS
Less Chaos. More function.

Acknowledgment

I understand that submitting this questionnaire is an initial inquiry and does not constitute a confirmed booking or guarantee a project date. I understand that project scope, pricing, and scheduling will be discussed separately.