Organizer Form Templates

Transcription

1 Contact Form Organizer Form Templates Presented By: Cena Block The Mom-Preneur Clarity Catalyst Owner of Sane Spaces, LLC - Organizing and Productivity Consulting Copyright 011. Cena Block, Owner of Sane Spaces, LLC Organizing & Productivity Consulting. Sane Spaces is a professional services firm that offers residential and business organizing, training, and coaching to individuals, groups and organizations. Copyright Notice! All rights reserved. You may download the resources for your personal use but they are not to be reproduced, shared or transmitted in any form or by any means, electronic or mechanical. Any unauthorized use, sharing, reproduction, or distribution is strictly prohibited and can result in monetary fines. 1

2 Table of Contents CLIENT CONTACT FORM CLIENT CONTACT LOG PHONE SCREENING QUESTIONS ON-SITE SALES PRESENTATION OUTLINE ON-SITE OBSERVATION FORM CLIENT SATISFACTION SURVEY 1 Copyright 011. Cena Block, Owner of Sane Spaces, LLC Organizing & Productivity Consulting. Sane Spaces is a professional services firm that offers residential and business organizing, training, and coaching to individuals, groups and organizations. Copyright Notice! All rights reserved. You may download the resources for your personal use but they are not to be reproduced, shared or transmitted in any form or by any means, electronic or mechanical. Any unauthorized use, sharing, reproduction, or distribution is strictly prohibited and can result in monetary fines.

3 Client Contact Form Client Name: Address: Referral Source: Phone: Special Travel Notes Mobile: Social Network Site: Phone Consultation Date: Start Date: On-Site Consultation Date: Project Completion Date: Reason(s) for Contact: Contact Method: Mileage Start: End: Total Miles Traveled: Date: Appointment Start/End Times: Fee: Paid By: Collected? Contact Person(s): Resolution/Response/Work Completed/Notes: Homework Assigned: 3

4 Client Contact Log Reason(s) for Contact: Contact Method: Mileage Start: End: Total Miles Traveled: Date: Appointment Start/End Times: Fee: Paid By: Collected? Contact Person(s): Resolution/Response/Work Completed/Notes: Homework Assigned: Reason(s) for Contact: Contact Method: Mileage Start: End: Total Miles Traveled: Date: Appointment Start/End Times: Fee: Paid By: Collected? Contact Person(s): Resolution/Response/Work Completed/Notes: Homework Assigned: COPY THIS PAGE FOR MORE CLIENT CONTACT LOGS 4

5 Phone Screening Questions 1. What prompted you to call me? How can I help you?. What is your goal beyond getting organized? How would you like to use the space in a way you are not able to now? 3. Describe your current situation by answering the question: What is NOT working with your current space 4. What do you need to do or accomplish regularly that you are unable to? 5. Why do you want to get more organized? What will being more organized do for you? 6. Describe your current obstacles to getting organized: Self, Space, Systems, Items, Other People, Time 7. What seems to be your biggest organizing challenge? 8. What is working about this space currently? 9. What size is your home? (#bedrooms #bathrooms kitchen laundry dining living/family rooms basement garage shed closets pantry attic other 10. What are your focus/priority areas? What are the problems you are having in these areas? 11. How many in the household? Adults Children/ages Pets 5

6 1. Will everyone/anyone be home during our session? 13. How many participants can we anticipate in our session/project? 14. Will children & dogs be tended by you or other during our session(s)? 15. Are you or any family members on any medications? 16. Do we need to plan for any difficulties or disabilities? 17. What Additional activities happen in the home? Home/Office Recreation/Hobbies Studio Sports Clubs Worship 18. Does your home have any known areas with molds or leaking? (Allergies/Sensitivities to consider) 19. Is there any evidence of rodent or insect activity in your home? 0. Have you considered a budget for the process? Time and materials? 1. What would you consider to be most successful at the end of our working together? 6

7 On- Site Sales Presentation Outline 1. Introduce Sane Spaces Dimensions Space Systems Self Support. Introduce Organizing-Process Sort - Sort items into categories and/or into zones Purge - Let go of giveaways and throwaways Assign - Decide where keepers should live, in this room or elsewhere. Containerize Put all items a real home with an appropriate container Equalize - Reset your environment on a regular basis. Do a little every day and preserve your investment. 3. Review Fees/How to pay 4. Obtain Directions To Location 5. Review Next Steps 7

8 On- Site Observation Form LOCATION What s NOT Working Currently: Space, Systems, Self, Support What IS Working What is Essential Client Comments COPY THIS PAGE FOR MORE OBSERVATION NOTES 8

9 Client Satisfaction Survey 1. How did you hear about Cena Block or Sane Spaces, LLC? a. Read an article b. Cena s Social Media presence via Facebook, Twitter or LinkedIn c. Attended a live presentation d. A friend/colleague referred me e. I picked up your business card f. I saw an advertisement g. Web Search Engine h. You found me! i. I received a gift certificate j. Please specify the specific places you ve seen Cena or Sane Spaces. Did Sane Spaces help you get un-stuck regarding your organizational challenge or project? a. I am changed! I learned new skills and am confident I can apply them to other organizing challenges in the future. b. I feel more confident in my organizing abilities and may need future help applying them to other organizing challenges. c. I m still stuck I feel no change regarding my organizing project/challenges. d. I feel worse about my organizing skills and future projects. e. Please share your comments about the changes you ve made with the help of Sane Spaces, LLC. 3. I found working with Cena to: a. Very positively influence me to get and stay organized b. Positively influence me to get and stay organized 9

10 c. Neither positively or negatively influence my ability to get and stay organized d. Negatively influence me to get and stay organized e. Very negatively influence me to get and stay organized f. I could have done it without her g. The techniques I ve found most helpful and/or the ideas that have stuck with me were: 4. Please comment on the skills you learned during the process: a. Assessing my Organizing Style Preference(s) b. Assessing my current space and how I use it c. Planning and Goal Setting d. Budgeting e. Project Task Management f. Sorting g. Purging h. Decision Making i. Categorizing j. Work/Process Flow k. Maintenance l. Other? 5. Please comment on the IMPORTANCE of this phase to your organizing challenge - select as many boxes as apply for each row 4. My own assessment of this project 5. Sane Spaces Website 6. Cena s Blog Posts 7. Sane Spaces Facebook Page 8. LinkedIn Review 9. Twitter 10. Online Client Contact Form 10

11 11. Walk-through Evaluation 1. Sane Spaces Styles Assessment 13. My project plan 14. My Organizing Sessions 15. Systems Introduced 16. Products Offered and purchased 17. Behaviors & Skills 18. My Organizing Maintenance Plan 6. Please comment on the VALUE of time and money spent on your organizing challenge select 19. **Same specifics as in Question 5 were asked about this question*** 7. Please Enter your personal information: 0. Name, Company, Zip, , Phone 8. I am comfortable with you following up directly with me about my feedback provided in this survey: Yes No Finder s Fee: Referrals are the largest part of my ongoing business and success. I would appreciate any personal referrals from you. I reward any booked and held referral with a gift card! Did You Know? I am also available to present workshops and talks to special interest groups for a small fee. Thank you! 11