Professional Organizer Client Questionnaire

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From decluttering an office space, to helping with a cross-country move, organizing professionals work hard to provide long-lasting solutions and increase space functionality. But client satisfaction doesn't always come easy, and many things can go wrong if you are not fully prepared for the task. Before starting a project or even signing a contract, you must consider your client's expectations and ensure you can meet them.

Implementing a professional organizer questionnaire for clients in the early stages of your onboarding process is a great way to gather all the information you need in order to make this project a success. To help you create your own questionnaire, we will go over some of the main aspects you must consider and the questions you can use to obtain the answers you need.

But before getting into the client questionnaire details, let's go over some of the main reasons why you should be using one in the first place.

Note: Bonsai helps you streamline your paperwork with excellent administrative tools including client questionnaires, contracts, proposals, invoices and much more. Save time and take your business to the next level. Claim your 7-day free trial today.

Why Your Professional Organizing Business Needs a Client Questionnaire

Asking the correct questions is the key to effective organizing. Every client wants something special and customized instead of a one-size-fits-all solution. Implementing this questionnaire before you begin a project will allow you to provide a tailored solution that takes into consideration your client's current challenges and lifestyle, as well as their vision and needs moving forward. This is the perfect formula for success.

This tool will not only work as a blueprint for you to develop the perfect organizing project, but it can also give your clients peace of mind since they are able to express their concerns, expectations and set boundaries. It's a really intimate experience to have someone in your house looking through and handling your belongings so they must know they can trust you through the process.

You can either send out this questionnaire before you meet your new clients, or use it as a guide while you're first evaluating the space you'll be working on. So let's look at the right questions to ask in order to gather all this important information.

What Questions Should Professional Organizers Ask Their New Clients?

The perfect professional organizer questionnaire will look different depending on the type of services offered and the specific niche you're in. So there is no 'one' set of questions for everyone. However, there are specific areas in which you can focus in order to come up with your own questions and make it work for you. We will discuss three main aspects to discover when onboarding a new client; their current organizing style, the objectives of the project they're hiring you for, and the intended use of the space you will be working in.

Let's take a deeper look into each of these aspects and give you a few example questions to serve as inspiration for your questionnaire.

Organizing Assessment

A professional organizer must seek to understand the client's 'why' before getting into the practicalities of the job. Uncovering the underlying reasons why clients need your help is a great way to meet their goals while staying empathetic towards their feelings. Some of these questions may seem a bit too personal, but they are important if you want to educate and promote better organizing habits for your clients.

Here are some example questions you can incorporate to your questionnaire.

- How would you best describe your current organization style? (stacker, stuffer, "out of sight, out of mind", organized, etc...)

- How difficult is it for you to decide whether to purge or let go of things?

- What motivates you to look for assistance to get organized?

- What presents the biggest obstacle for you in letting go of things?

- How well-organized was your childhood home?

- How long has your home/office been disorganized?

- Do you believe that there is too much stuff in your space, or is the issue more with improper organization?

- How is being disorganized affecting your life and those around you?

- Have you ever tried to become organized on your own or with the help of another professional organizer in the past? What did you like and dislike about the experience?

Project Goals

Next it's time to define the project goals. This is where you'll learn what your client's objective is and what is the specific service they are expecting from you. The answer to these questions should help you create an effective action plan by understanding what will make the client satisfied.

- What are your goals for this organizing project?

- Briefly describe your idea of a neatly organized space.

- Which three areas, if I could fix them right away, would you choose?

- Do you wish to purchase supplies or materials for the space?

- What are the areas that concern you the most?

- Would changing the room's purpose be beneficial?

- How prepared do you think you are to maintain the space organized once the project is finished?

Space Functionality

In order to make the space functional, you must know how and who will be using it. The following questions should help you find out the intended use of the areas you're working on as well as provide the resources and tools your clients need to keep the space functional.

- Describe your house in detail (number of bedrooms, bathrooms, flooring, etc.).

- Do you have any physical or medical conditions that we should take into account while making your plan?

- Where in your house do you spend the majority of your time?

- Do you have an area set aside for paper management or a designated "home office"?

- Do you have anything you'd like to get rid of, sell, or donate in this space?

- Who spends the most time in this area?

- What do you like about this space? (What's working for you and wish to leave untouched)

- What do you most dislike about this space?

- What do you utilize the space for in particular? Will this be the main use of the space moving forward?

- Where in the area are time and energy being wasted?

Create The Perfect Client Questionnaire With Bonsai

Are you ready to draft your own professional organizer questionnaire? Make it simple with Bonsai's lightweight form builder. We help you create a professional and well-designed online document that you can easily share with your clients via email, URL link or incorporate it into your business website to collect leads and get more clients.

Our forms are fully customizable so you can add your own business logo and other branding elements, include as many questions as you need, and choose your preferred answer format to make the process easy for both you and your clients. All the tools offered by Bonsai are especially designed for small business owners and independent workers across all industries.

Start your free trial today and see how Bonsai can help you save time so you can focus on your passion, not your paperwork!

Frequently Asked Questions
Questions about this template.

Professional organizers organize clients using management software like Bonsai. Bonsai's software lets you manage tasks, organize all of your invoices, contracts and proposals in one place.

What are the best personal qualities have to be an effective organizer?

The best organizers have good interpersonal skills, are flexible in work assignments, excellent communicators (+ listen!), and ability to handle stress.

What does a professional organizer charge per hour?

The typical professional organizer charges around $55 an hour. Depending on the level of expertise, the rate can fluctuate lower or higher.