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Productivity Session - Info Form

We know your time is valuable! To begin a productivity or organizing session, we'd appreciate a few minutes of your time to complete the below Information Form so our team knows what to expect upon arrival and we are ready to dive right in quickly!

Not ready to dive in yet? Click here and ask your questions first.

First Name: *

Last Name: *

Email: *

Primary Phone: *

What is motivating you to get organized at this time?: *

What are your top three areas that cause the most frustration currently?: *

Are you able to find what you need in less than five minutes?:

Yes

No

Do you have trouble deciding what to keep or toss?:

Yes

No

Are your computer files organized and orderly?:

Yes

No

Are your computer files backed up currently?:

Yes

No

If yes, what method are you using for back up?:

External hard drive

Burning CDs

USB drives

Online syncing tool

Are you able to delegate work to others periodically?:

Yes

No

If yes, how often are you delegating tasks?:

Hourly

Daily

Weekly

Monthly

Not often enough

Where do most people leave you messages or assign you tasks?:

Email

Sticky Notes

Voice mail

Calendar reminder

Other

If other, please list::

Do you have a shredder?:

Yes

No

Do you have a scanner?:

Yes

No

What type of technology are you using currently? (select all that apply):

Mac

PC

Outlook

Gmail

Mac Mail

iPhone

Droid

Blackberry

Basic Phone

Other technology currently being used::

How to you keep track of appointments and events?:

Describe a time when you felt most productive and organized in the past (if ever)::

Do you have a deadline for your project?:

Yes

No

If yes, what is your deadline?:

When is the best time for appointments?: *

Mornings

Afternoons

Weekends

Physical Address (location for us to meet you): *

Additional Instructions for us to easily find your location (i.e. Driving or parking tips):

Provide any additional information you'd like us to know::

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Seattle Productivity Consultants | Seattle Professional Organizers

PO Box 9131, Seattle, WA 98109 -- 206.494.9822

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