Intake Forms

The following is a copy of my intake form that I use for Staging. I generally keep this information in a clients folder on the left hand side. I also notate all communication between the client and on on the bottom of this form. Anyone is welcome to use it.

It is good to have an intake form because it keeps the client talking. If you have any questions or suggestions please feel free to post.

~Linda

Initial Contact Person_____________________________________________________

Phone #__________________ Ext.______ Email ______________________________

Home Owners/Seller____________________________________________________

Realtor_______________________________________________________________

Trust_________________________________________________________________
Bank_________________________________________________________________

Relative ______________________________________________________________

Other_________________________________________________________________

Referred By _____________________________________________________________

Staged Property

Deadline ______________________ Planned Duration of Staging __________________

Estimate Time Line ______________ Price Range ______________________________

How would they like to be contacted __________________________________________

Address ________________________________________________________________

_______________________________________________________________________

Square Footage __________________ Number of Rooms________________________

Year Built ______________________ Year Remodeled or Updated_______________

One Story Two story

Special Features__________________________________________________________

Decision to Sell? _________________________________________________________

Occupied or Vacant Home (Circle) 

Electricity 

Smoking

Pets

Running Water

Services

Detailed Evaluation Report

Complete Home Staging

Key Room Home Staging

Curb Appeal Staging

Occupied Staging

Première occupied Home Staging

Touch Up Home Staging

Thing We Should Know____________________________________________________

Notes ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Payment

Responsible Party _________________________________________________________

Intended Method of Payment

Cash Visa Master Card Check Money Order

CC#: __________________________________ Exp.:________________ PIN:_______

Date: __________________________________ Last 4 of SS: _____________________

Terms of Contract________________________________________________________

Communication Log ______________________________________________________ ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________