The Consultation Notes form template helps Professional Organizers easily conduct client consultations regardless of if they are in-person, by phone, or virtually. Put pen and paper in the past, and say hello to neat and tidy notes that are always easy to find!


  • Have an easy to follow list of topics and questions to go over with clients
  • Document client challenges, goals, space measurements, and images of the space(s)
  • Have a snapshot of your organizing process and package options
  • Document client availability and input potential session dates
  • Use it internally on client projects in Dubsado without the client being able to see it

Add the consultation notes form to your Dubsado account in just ONE click. From there you can edit the form to adjust questions, the process, your packages, as well as change the headings to match your branding. A customizable Canva header template is also included along with a how-to video. 

Consultation Notes Form

You'll Be Able to: