Strategy Call Intake Form

Please take your time to answer these questions so that we can maximize the time on our call and you can walk away with solutions to implement right away. This form is designed to help us get clear on where you are, where you would love to be, and what support will help you get there. Theres no wrong or right answer-just honest starting points. Your answers do not need to be eloquent or lengthy. Once you submit your completed form, then we can move forward booking your strategy call appointment.

Excited to help you make your paper work for you!

First Name *

Last Name

Phone

Email *

What is your meeting location preference?

How do you feel when you see your paper piles or filing system?

What do you hope will be different after getting your paper organized?

How many areas or containers of paper are you currently dealing with?

Have you tried organizing your paper before? If so, what worked-and what didn't?

What's stopped you from tackling your paper in the past?

What does organized paper look or feel like for you?

How do you prefer to work?

How do you process incoming paper? (mail, receipts, etc)

Are any areas of paper functioning smoothly? If so, give a short description.

Who else in your household handles or interacts with paper?

What kind of support feels most helpful to you?

Explanation of "other" if chosen

What communities are you a part of? What are your goals associated with these communities? *My top priority is to help you organize your paper in a realistic way around your other goals so that paper organizing doesn't become a distraction but helps you to be more successful at what you want to do!

How much time can you realistically dedicate each week to paper organizing?

Are there any deadlines influencing your timeline for getting your paper organized?

On a scale of 1-5, how ready do you feel to make progress organizing your paper?

Not ReadyBeyond Ready

If we worked together, what would be your top priorities to tackle first?

Are there any questions or anything else you would like me to know?

Select this box to receive updates, marketing, and promotional emails from Affinity To Organize. You can unsubscribe at any time.

Privacy Policy | Terms of Service

Contact us at: [email protected]