How can I help you today?

I know your time is valuable; however, if you could please take few moments of your time to fill out the information below, this would allow me to get started quickly and I can begin your organizing session.

First Name: ____________________________               

Last Name: _______________________________

Email: _________________________________          

Primary Phone: ____________________________

What is motivating you to get organized at this time?: 

________________________________________________________________________

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What are your top three areas that cause the most frustration currently?:

1.     ____________________________________________________________

2.     ____________________________________________________________

3.     ____________________________________________________________

Are you able to find what you need in less than five minutes?:

___ Yes          ___ No

Do you have trouble deciding what to keep or toss?:

___ Yes          ___ No

Are your computer files organized and orderly?:

___ Yes          ___ No

Are your computer files backed up currently?:

___ Yes          ___ No

If yes, what method are you using for back up?:

___ External hard drive          ___ Burning CDs          ___ USB drives          

___ Online syncing tool

Are you able to delegate work to others periodically?:

___ Yes          ___ No

If yes, how often are you delegating tasks?:

___ Hourly          ___ Daily   ___ Weekly          ___ Monthly          ___ Not often enough

Where do most people leave you messages or assign you tasks?:

___ Email          ___ Sticky Notes          ___ Voice Mail          ___ Calendar Reminder          ___ Other

If other, please list: 

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 Do you have a shredder?:

___ Yes          ___ No

Do you have a scanner?:

___ Yes          ___ No

What type of technology are you using currently? (select all that apply):

___ Mac          ___ PC

___ Outlook          ___ Gmail ___ Mac Mail      ___ iPhone          ___ Droid  

___ Blackberry          ___ Basic Phone

Other technology currently being used: 

________________________________________________________________________

How to you keep track of appointments and events?: 

________________________________________________________________________

________________________________________________________________________

Describe a time when you felt most productive and organized in the past (if ever): 

________________________________________________________________________

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Do you have a deadline for your project?:

___ Yes          ___ No

If yes, what is your deadline?

________________________________________________________________________

When is the best time for appointments?:

___ Mornings                ___ Afternoons          ___ Weekend (Special Appointments Only)

Physical Address (location I will meet you):

__________________________________

__________________________________

__________________________________

Additional Instructions for me to easily find your location (i.e. Driving or parking tips): ________________________________________________________________________

________________________________________________________________________

Provide any additional information you'd like me to know: 

________________________________________________________________________

________________________________________________________________________

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