Use our Professional Organizer Intake Form Template to gather essential client preferences and needs. Customize project goals, service scope, client details, and scheduling preferences.
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Frequently asked questions
What is a professional organizer intake form and what does it do?
A professional organizer intake form collects client information to tailor organizing services. It includes client goals, space details, and preferences to streamline project planning.
Who should use this template?
Professional organizers working with new clients, organizing consultants assessing client needs, and agencies offering personalized organizing solutions should use this template.
What should be included in a professional organizer intake form?
Include client contact info, project goals, space descriptions, preferred organizing styles, budget constraints, and scheduling preferences to ensure comprehensive service delivery.
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Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.
*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution. Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan.
Bonsai is not a law or accounting firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.
Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.
*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution.
Bonsai is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.
Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan, see details here: https://www.hellobonsai.com/pricing
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