Client Intake & Estimator

Fill out on behalf of the client. Photos drive the ICD score — review the estimate below, then create it in ClickUp and Square.

Client Info

Full name

Phone number

Email address

Service address

Ohio only. Used to calculate drive time and any travel fee.

Situation

What's bringing them here? (select all that apply)

Moving or downsizing

Dealing with a loss or estate

Home feels overwhelming — don't know where to start

ADHD or executive function challenges

Clearing space for a renovation or family change

Something else

Is there a deadline?

Yes — hard date

Somewhat — within a few weeks

No specific deadline

Whose belongings?

Their own

A family member's

Estate — person has passed

Mix

Other decision-makers involved?

No — sole decision-maker

One other person

Multiple family members

Readiness

How are they feeling about getting started?

Ready — just needs help doing it

Hopeful but a little nervous

Not sure they're ready but knows they need to

Feels really overwhelming to even think about

Have they been able to make decisions about belongings recently?

Yes — making progress

A little — started but keeps getting stuck

Not really — gets overwhelmed each time

No — hasn't been able to touch it

Have they tried to get organized before and stopped?

No — first real attempt

Yes, once — life got in the way

Yes, more than once — gets stuck and gives up

Yes — outside help hasn't stuck before

Space & Clutter

Upload photos of the space (up to 10)

Include any rooms, closets, or areas that need work. AI will assess the clutter level from the photos.

Which areas need help? (required)

Living room / common areas

Kitchen

Office

1 bedroom

2 bedrooms

3 bedrooms

4+ bedrooms

Basement

Garage

Attic

Outdoor areas

Whole house

Logistics & Access

Anything about the home that affects prep? (select all that apply)

No central air

Parts of home not heated/cooled

Signs of pests or mold

Heavy items that need extra hands

Pets at home

Stairs or tight spaces

Will need dumpster or haul-away

Health or sanitation concerns

Something else — explain below

None

Parking when we arrive?

Street in front

Driveway

Either

Complicated — explain below

Not sure

Other parking/access notes? (optional)

Gated — access code required

Shared or narrow driveway

Permit-only street parking

HOA or landlord parking rules

Nothing else

Anything else to note before the session? (optional)

Regular trash pickup day

Can bulk items go to the curb? (optional)

Yes — municipality allows bulk pickup

No — needs special pickup or dumpster

Not sure

Trash removal: Concierge or Dropoff?

Trash Concierge — our team hauls it away

Dropoff — client's own curbside pickup

Not sure yet, decide later

Additional services or questions from the client? (optional)

Payment

How will the client handle the remaining balance (after their deposit)?

Pay in full at completion

Split into 2 monthly payments

Split into 3 monthly payments

The estimate email always asks for the deposit first — this only decides the plan for what's left.