New Client Assessment

    Date:

    Name:

    Email:

    Mobile Phone:

    Home Phone:

    Street Address:

    City:

    Family Members (including pets)

    How did you hear about EHIP? (click below)

    Please answer the questions below regarding your space(s):

    1. What are your Areas of Concern? (Select all that apply.)

    2. What is your Motivation to Get Organized? (Select all that apply.)

    3. Have you ever worked with a Professional Organizer?

    4. How Do you Learn Best? (Select all that apply.)

    5. Do you Feel you Have Any Tendencies Toward:

    6. What has kept you from accomplishing your organizational goals/biggest obstacles to getting organized?

    7. What is working well in your home/office?

    8. How do you handle time management? Do you use any kind of planner, calendar, notebook, PDA or computer program?

    9. What areas would you like to start?

    10. What is the best day and time to meet?

    11. Do you have a budget in mind?

    12. What is your deadline or timeframe?