Before We Meet

Help us understand the household before we arrive.

This questionnaire gives us a useful starting picture of the household, property, systems, supplies, trusted resources and priorities. You do not need exact specifications. If you are unsure about something, choose “Not sure.”

Most families can complete it in about 10 minutes. Please do not enter passwords, alarm or gate codes, safe combinations, account numbers, detailed medical information or other highly sensitive material.

Pre-Intake Questionnaire

Tell us what you know. “Not sure” is a useful answer.

1. Contact & engagement

Name

Phone optional

Preferred contact

Referred by / how you found us optional

Where are we in the process?

2. Property & household

Town / state or region

A street address is not needed here.

Property type

How is the property used?

Approximate home size

Buildings

People regularly relying on the home

Pets

Other household considerations optional

General planning considerations only. Please avoid medical details.

5. Priorities & goals

What are the top concerns or priorities you want us to understand?

Plain language is best. A few sentences are enough.

Was there a recent event or change that prompted this? optional

What would make this engagement feel successful? optional

Timing

Anything else we should know before we speak? optional

I understand this questionnaire is not an emergency service, and I will not submit passwords, alarm/gate codes, account numbers, medical records or other highly sensitive information.

Your submission is used to prepare for a potential or scheduled engagement and is handled according to our Privacy Notice.

Help us understand the household before we arrive.

Tell us what you know. “Not sure” is a useful answer.

Power & energy

Water & property

Heating & cooling

Security & access

Internet, communications & technology

Food & health continuity

What concerns you most?