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Intake Form

By
Home Stager with Stage with Divine Style - Home Staging

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 ______________________________________________________ ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

           

 

Comments (1)

Külli Yee ~ Metro Vancouver Home Staging
Ilus Design ~ Home staging, re-design and organizing - Port Coquitlam, BC

Thank you Linda, there are a few additional items on your form that I will need to add to mine as well.

May 07, 2009 10:11 AM