Senior Move Manager
Business Process Validation Survey

Thank you for participating

We've mapped out the end-to-end process for delivering senior move management services across 10 phases. For each phase, read the details and let us know how closely it matches your own workflow — and note any differences.

This survey covers the following phases:

  1. Initial Consultation & Assessment
  2. Written Estimate & Retainer
  3. Preparation & Scheduling
  4. Sorting & Inventory
  5. Design & Layout Planning
  6. Packing & Progress Tracking
  7. Final Pack & Move Readiness
  8. Moving Day
  9. Set-Up & New Home Settlement
  10. Finalization & Follow-Up

Your feedback directly shapes the tool we're building. Estimated time: 15–20 minutes.

Section 1
About You
Phase 1
Initial Consultation
Phase Details
Trigger
Client inquiry, referral, or inbound lead
Prerequisites
Client has a move in mind (timeframe may be flexible, typically a deadline)
Inputs
  • Client contact information
  • General understanding of move goals and circumstances
  • Rough move timeline (if known)
  • Origin and destination address (or general area)
Key Activities
  • Send new client information package / materials
  • Schedule the consultation (and send reminders)
  • Conduct free consultation (in-person or virtual)
  • Complete an assessment: services needed, state of home, origin & destination details, access, etc.
  • Discuss move timeline aligned to client schedule and deadlines
  • Get indication of interest in receiving an estimate
Output
Detailed assessment
Roles
Move Manager, Lead, or Assessor/Estimator
Handoff to Ph. 2
Client provides verbal indication they would like an estimate
Your Validation
Additional Questions
Phase 2
Written Estimate & Retainer
Phase Details
Trigger
Client expresses interest and verbally requests an estimate
Prerequisites
Assessment from Phase 1 is complete
Inputs
  • Detailed assessment from Phase 1
  • Scope of work (specific services selected)
  • Move date or target window
Key Activities
  • Prepare customized estimate based on the assessment
  • Follow up with client to align with expectations
  • Answer questions about the estimate; revise as needed
Outputs
  • Signed written estimate
  • Collected retainer / deposit
  • Confirmed move date on calendar
Roles
Move Manager / Estimator (prepares & sends); Client (reviews, signs, pays retainer)
Handoff to Ph. 3
Client signs estimate; retainer received and move date confirmed → Preparation & Scheduling
Your Validation
Additional Questions
Phase 3
Preparation & Scheduling
Phase Details
Trigger
Signed estimate is received
Prerequisites
Phase 2 complete; signed estimate in hand
Inputs
  • Assessment and estimate
  • Requested / target move date
  • Scope of work / services selected
  • Origin and destination addresses
  • Staff availability and planned work schedule
Key Activities
  • Build day-by-day schedule for all phases of the job
  • Assign staff to each phase
  • Coordinate and book outside vendors: moving company, disposal, donation orgs, other 3rd-party services
  • Communicate move timeline and plan to client
Outputs
  • Day-by-day move schedule
  • Staff assignments per phase
  • Vendor bookings confirmed (movers, trash pickup, donations)
Roles
Move Manager (scheduling, vendor coordination); Staff/crew (assigned to phases); 3rd-party vendors
Handoff to Ph. 4
Staff assigned and schedule finalized → Sorting (Inventory)
Your Validation
Additional Questions
Phase 4
Sorting & Inventory
Phase Details
Trigger
Schedule finalized and staff assigned
Prerequisites
Phase 3 complete; client available for walk-through
Inputs
  • Access to all rooms at origin home
  • Client present to provide disposition decisions
  • Camera or phone for photography
Key Activities
  • Walk through entire home and review each item with client
  • Photograph and catalog items for reference and tracking
  • Classify each item into one of seven dispositions: Move | Sell (consign/auction/dealer) | Donate | Dispose | Recycle | Ship | Store
  • Compile into a Manifest & Inventory document
  • Share document with client (printable and linkable formats)
  • Create packing list based on inventory
  • Deliver packing supplies (boxes, labels, wardrobe boxes, tape)
Outputs
  • Signed-off Manifest & Inventory document
  • Item photographs / catalog
  • Disposition decisions recorded for all items
  • Packing supplies delivered to origin home
Roles
Move Manager (leads walk-through and classification); Client (makes final disposition decisions)
Handoff
Manifest complete → triggers both Phase 5 (Design & Layout) and Phase 6 (Packing) in parallel
Your Validation
Additional Questions
Phase 5 — Optional
Design & Layout Planning
Phase Details
Trigger
New residence is accessible, or floor plans received from client
Prerequisites
Manifest complete (furniture dimensions and quantities are known)
Inputs
  • Floor plan of new residence (site visit or provided plans)
  • Dimensions of furniture and large items (from manifest)
  • Access information (doorways, hallways, elevator dimensions)
Key Activities
  • Visit new residence (or work from floor plans if unavailable)
  • Measure furniture and access areas to verify delivery feasibility
  • Create custom layout of new space (when complexity warrants it)
  • Plan furniture and item placement so new home feels familiar and functional
Outputs
  • New home layout / furniture placement plan
  • Floor plan drawing (when applicable)
Roles
Move Manager / designer (leads layout planning); Client (approves layout plan)
Used In
Layout plan is used by movers and crew during Phase 9 (Set-Up & Settlement)
Your Validation
Additional Questions
Phase 6
Packing & Progress Tracking
Phase Details
Trigger
Manifest complete; packing supplies delivered to origin home
Prerequisites
Phase 4 manifest signed off; Phase 3 supplies delivered
Inputs
  • Manifest & Inventory (disposition decisions and item catalog)
  • Packing supplies on-site
  • Labeling system established in Phase 3
Key Activities
  • Pack room-by-room; special handling for fragile / high-value items
  • Label each box clearly: destination room + contents
  • Provide daily progress updates to client: team on-site, hours worked, milestones achieved
  • Maintain constant communication; keep client informed and involved
Outputs
  • All items packed and labeled per manifest
  • Daily progress reports (running log)
  • Any scope-change notes (if additional retainer requested)
Roles
Move Manager (oversees packing, communicates with client); Packing crew / staff
Billing Note
Some move managers invoice daily based on hours worked, others invoice per phase, others use set invoices (pre-move / post-unpack)
Handoff to Ph. 7
All items packed and accounted for → Final Pack & Move Readiness
Your Validation
Additional Questions
Phase 7
Final Pack & Move Readiness
Phase Details
Trigger
Packing substantially complete; move day is approaching
Prerequisites
All items packed per manifest; Phase 6 complete
Inputs
Packed and labeled home from Phase 6
Key Activities
  • Conduct final walk-through: confirm all items are packed
  • Assist with transfer or cancellation of services: utilities (gas, electric, water), internet and cable, trash and recycling, USPS mail forwarding, HOA / property management notifications
  • Return any rented equipment
Outputs
  • Final walk-through complete and signed off
  • Rented equipment returned
  • All utilities and services transferred or cancelled
  • Mail forwarding active
Roles
Move Manager (leads walkthrough and service transfers); Client (authorizes service changes)
Handoff to Ph. 8
Origin home cleared and ready → Moving Day
Your Validation
Additional Questions
Phase 8
Moving Day
Phase Details
Trigger
Scheduled move date arrives; movers are booked and ready
Prerequisites
Phase 7 complete; origin home cleared and ready; layout plan from Phase 5 in hand
Inputs
  • Move plan and day-by-day schedule
  • Confirmed moving company booking
  • Parking and elevator reservations at both addresses
  • Client/family contact info for day-of communication
Key Activities
  • Meet movers at origin home and supervise from start to finish
  • Ensure parking and elevator/building access are arranged in advance
  • Oversee loading to ensure items are handled correctly
  • Perform final check of origin home before closing the door
  • Stay in continuous contact with client or family throughout the day
Outputs
  • All belongings successfully transported to new home
  • Origin home final-checked and cleared
  • Move day log / summary
Roles
Move Manager (on-site supervision); Moving company crew; Client / family (informed throughout day)
Handoff to Ph. 9
Move truck arrives at destination → Unpack & Settle In
Your Validation
Additional Questions
Phase 9
Set-Up & New Home Settlement
Phase Details
Trigger
All belongings successfully transported to new home; ready to be placed
Prerequisites
Layout plan from Phase 5 in hand; staff on-site
Inputs
  • New home layout / furniture placement plan (from Phase 5)
  • Labeled boxes (from Phase 6)
  • Manifest & Inventory for verification
Key Activities
  • Direct unpackers using the pre-approved layout plan
  • Unpack and organize essentials first: kitchen, bathroom, bedroom
  • Unpack all remaining items and place everything in proper location
  • Complete full setup of new home
  • Remove all boxes and packing debris
  • Return any equipment or assist with final drop-offs
Outputs
  • New home fully set up and livable
  • All boxes and packing materials removed
  • Client can function normally in new home
Roles
Move Manager + setup crew (unpacking and placement)
Handoff to Ph. 10
Setup complete; client ready for walkthrough → Finalization & Follow-Up
Your Validation
Additional Questions
Phase 10
Finalization & Follow-Up
Phase Details
Trigger
New home setup complete; client is ready for final walkthrough
Prerequisites
Phase 9 complete; all items in place; all debris removed
Inputs
  • Time logs and hourly records from all phases
  • Full service breakdown
  • Remaining retainer balance (to calculate refund or final charge)
Key Activities
  • Walk through new home with client to confirm satisfaction
  • Issue final invoice with full itemized breakdown of time and services
  • Reconcile retainer: refund any unused balance
  • Offer post-move services if applicable
  • Request feedback, testimonials, and referrals
Outputs
  • Final invoice issued and paid
  • Retainer reconciled (refund issued if applicable)
  • Client satisfaction confirmed
Roles
Move Manager (walkthrough, invoicing, relationship close); Client (final sign-off, payment, feedback)
Billing Note
Any unused retainer funds are returned to the client at this stage.
Ongoing
Potential ongoing small-task support or scheduling of post-move services
Your Validation
Additional Questions
Final Section
Overall Validation Summary

Now that you've reviewed all 10 phases, please share your overall impressions. This section gives us the big-picture view.

✓

Thank you!

Your responses have been recorded. Your feedback is essential to building something genuinely useful for the senior move management industry.

We look forward to discussing your responses in our upcoming conversation.