Senior Move Manager Client Intake & Moving Day Planning Packet | Printable PDF for Senior Relocation & Downsizing Specialists

Make new-client onboarding simple and professional with this 5-page Client Intake & Moving Day Planning Packet, designed specifically for senior move managers, downsizing specialists, and relocation transition professionals.

This printable, print-and-write PDF helps you gather everything you need from a new client and their family before the first walkthrough: contact and decision-maker details, mobility and safety considerations, room-by-room downsizing and sorting plans, moving day logistics, and pricing terms, all in one polished, on-brand document you can send to families or print for your own records.

What's included (5 pages):

Client & Family Information - client details, decision-maker contact, move overview

Needs Assessment & Home Details - current home, mobility and safety considerations, new living situation

Downsizing & Sorting Plan - room-by-room checklist, sorting categories, sentimental and high-value items

Moving Day Logistics - vendors, moving day details, new home setup planning

Services, Pricing & Agreement - services included, pricing, payment terms, signatures

Designed in a calm slate-blue and warm sand palette with clean print-and-write fields, this packet is built to print beautifully on standard 8.5x11 paper and works just as well filled out by hand or digitally in a PDF reader.

This is a printable digital download. No physical product will be shipped and files are delivered instantly after purchase.