Client Consultation Q & A

Name

Address

Phone(s):

Email Address

Do you occupy your home on a seasonal basis? Do you occupy your home on a seasonal basis? Yes No

If yes, months you are present at your home?

Do you reside at your home full time? Do you reside at your home full time? Yes No

How often are you away from your home and out of town (weeks/months)?

Do you rent your home? Do you rent your home? Yes No

How do your handle the rental? How do your handle the rental? Rental Company Do It Yourself

Rental Company Name, Contact Name, Phone

If by yourself, what web site/search engine do you use?

Are you regularly present during these holidays? Are you regularly present during these holidays? Thanksgiving Holiday Season and New Year's Other

Other annual celebrations

Do you stage or decorate for the season or celebration? Do you stage or decorate for the season or celebration? Yes No

Do you have a design consultant assist your or do it yourself? Do you have a design consultant assist your or do it yourself? Use Design Conultant Do it yourself

Do you currently have a Home Watch or Home Management Company? Do you currently have a Home Watch or Home Management Company? Yes No

What services would you like improved upon or added as you go forward?

What services do you like and want to retain?

Do you want Concierge or Personal Lifestyle Home Management services? Do you want Concierge or Personal Lifestyle Home Management services? Yes No

What services would appeal to you?

Do you currently have service providers for pool, lawn, landscaping, alarm, HVAC, etc.? Do you currently have service providers for pool, lawn, landscaping, alarm, HVAC, etc.? Yes No

Do you have all of their contact information? Do you have all of their contact information? Yes No

Is there a regular scheduled day of service? Is there a regular scheduled day of service? Yes No

Do you need any new vendors or service providers? Do you need any new vendors or service providers? Yes No

Please elaborate.