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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