Professional Organiser Client Assessment Form

Who this is for

The first walk-through with a new organising client, on one form. It records the goals in the client's own words, each space and what is not working there, who lives in the home and who decides, the practical limits and the sessions you agree.

Professional organisers and declutterers taking on a new client, and anyone helping a relative or friend to sort out a home who wants to agree the plan before starting.

What this helps you track

• What prompted the call and the client's goals, in their words
• Each space, how it is used now and what is not working
• Who lives in the home, who decides and who will be at sessions
• Practical limits: time, health, pets, access and things not to be touched
• The sessions agreed, with dates, focus and anything to source

How to use it

1. Fill in the client's details before the visit and take the form with you, printed or in the browser.
2. Ask what prompted the call and write the goals in the client's own words rather than yours.
3. Walk round with the client and give each space a line: how it is used, what is not working and anything that must stay in view.
4. Talk through the household, who makes the decisions and each practical limit, and note the answers.
5. Agree the sessions and anything to buy or source, then ask the client to sign if you use the form as your record of what was agreed.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The online version keeps what you enter in your own browser and builds the completed PDF on your device.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

Why write the goals in the client's words?

Because the plan has to make sense to them. Their own words also help later, when you check progress against what they actually asked for rather than what you assumed.

Is the signed form a contract?

No. It is a record of the first visit and the plan you agreed. Your terms of business, prices and cancellation policy belong in your own agreement; check the rules where you work for what that should contain.

What about before and after photos?

The practical limits list has a line for whether photos were agreed. Write down how they may be used, for example kept private or shared without anything that identifies the home, and keep to it.

Can I use it to help a family member?

Yes. The questions work just as well for a parent's house or a friend's spare room. Agreeing who decides before anything leaves the house avoids a lot of upset later.