Organizing Consultation Checklist

Stop winging it. This done-for-you Google Docs consultation checklist gives you a professional, structured intake process

so you walk into every organizing job knowing exactly what you need.

What’s inside:

• 17 sections covering everything from client goals and lifestyle to room-by-room priorities, decluttering preferences, heirlooms, and special spaces
• Pre-built input fields you fill in during or before your consult
• Fully editable - swap in your logo and business info in minutes

Perfect for: You’re a professional organizer who’s been using a notes app, a random form, or your memory to capture client info during consults. This gives you a repeatable, polished process that makes you look as put-together as the spaces you create.

$15 - instant access, yours to keep and reuse forever