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Intake Form

By Linda D. Pufford

Home Stager with Stage with Divine Style - Home Staging

May 05, 2009 09:24 AM

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 ______________________________________________________ ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

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Margaret Oscilia

Creative Concepts-Home Staging and Contracting, Salem Oregon - Salem, OR

Home Stager, Salem Oregon

Lots of good info here - one thing I ask is how they were referred to us, and I have a place when I check off when I send thank you notes to the realtor, client and referrer. (I do hand written notes.) I would be very careful about writing the cc# on a sheet that is probably not kept locked up, since it is the primary contact form. I have that information on a separate sheet so it stays in the file cabinet and never leaves the office.

May 05, 2009 09:33 AM

Linda D. Pufford

Stage with Divine Style - Home Staging - Novato, CA

ASPM, Marin/Sonoma Home Stager

Margret,

Thank you for the feedback. We only keep this information in a safe place. It is in the same folder that contains our contracts. Ideally we are eventually going to find a database that will help us manage this information and our inventory.

May 05, 2009 11:12 AM

Kathy Alexander

GreatStages Home Staging and Redesign - Vancouver, WA

Home Stager Camas WA, Home Staging Southwest WA

I won't do a vacant staging that doesn't have electricity. All of the best staging in the world won't do a thing if you can't turn on the lights and see the house.

May 06, 2009 03:09 PM

Peg Prather

Vancouver, WA

Linda; your form looks fine; but I do have one question. Do you really ask people for their PIN numbers and the last four digits of their social security number? And they give it to you? That seems a bit of a liability problem, and you don't need that info to process their cards.

Did you really mean the CVV/CVC 3 digit number on the back of credit cards? If so, that is fine. You just don't want peoples PIN numbers.

May 07, 2009 09:12 AM

Peg,

Yes, we mean the CVC code. We would only ask for the last four digits of their social if we are getting a verbal authorization to increase the amount of the estimate and they where not available to sign the amended agreement. This is so if they come back later on and say they did not authorize the increase we have verification information on file.

Kathy,

We also do not Stage homes that do not have electricty or running water. If there is no running water and someone uses the facilities that smelll may saturate our furniture which would be devestating.

May 10, 2009 04:03 PM

Intake Form

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