Professional Organizing Services Toolkit
I have created this toolkit to help other professional organizers, new and old, to polish their process and feel more confident as they walk through the doors of their customer’s homes. These are the same processes, forms and tools that I still use in my own business. These are the same things that I built and then tweaked…and re-tweaked…and re-tweaked again until they worked flawlessly in supporting my goal of helping others know the freeing feeling that comes from a clutter free mind and home. If this resonates with you, then this might be the missing piece to your future success as an organizer. I invite you to boldly step up and grab your dream by the reins. Using this toolkit, paired with you own unique skills, experience and talents, you too can run a successful professional organizing business!
If you have embarked upon this venture with a ton of capital, you might be prepared to invest in automation and cloud-based solutions right away, but for most of us as we are just starting out, funds are limited, and we are forced to prioritize spending. That is why I created this package in Microsoft Office file formats. All that is needed to get started is a computer, a basic understanding of Microsoft Word, Excel and a printer. As you grow your business and find yourself with additional capital, we can help you to swiftly automate many of these tools. Before we get started, let's quickly review what you will be getting from this toolkit:
- NEW CUSTOMER INTAKE form to ensure that your first customer conversation is thorough and flows beautifully
- CUSTOMER TRACKING TOOL to track contact information, appointments and notes
- SERVICE AGREEMENT TEMPLATE to speed up the development of your legal T's & C’s
- CUSTOMER ASSESSMENT form for taking notes during your consultations
- GOALS & PRIORITIES worksheet to document and align with your customer on what they value most
- STRATEGIC ACTION PLAN template that can be used for any type of organizing project
- E-MAIL TEMPLATES, forms for taking donations and documenting your time, an invoice template, outtake questionnaire, AND MORE!
If you have embarked upon this venture with a ton of capital, you might be prepared to invest in automation and cloud-based solutions right away, but for most of us as we are just starting out, funds are limited, and we are forced to prioritize spending. That is why I created this package in Microsoft Office file formats. All that is needed to get started is a computer, a basic understanding of Microsoft Word, Excel and a printer. As you grow your business and find yourself with additional capital, we can help you to swiftly automate many of these tools.
