Professional Organizer’s Business Toolkit


Product Description

(This product is part of my Professional Organizer Training proram. Click here for a full description of the program, and the various product and purchase options.)

If you want to succeed as a Professional Organizer, you need the right tools — and that includes practical administrative tools like contracts and agreements, business plans, intake and assessment forms, and tracking sheets. But you don’t have to worry about creating everything from scratch, because I’ve put together the perfect business “jump-start” kit.

Everything You Need To Run Your Company

This kit includes 61 pages of forms, templates, and sample documents designed specifically for Professional Organizers. Each one is fully customizable — no password-protected PDFs, no read-only files, no re-creating the wheel. Edit any word or clause to suit your needs and preferences. Change the font or margins, if you like — it’s yours to do with as you wish! There is even dedicated space on every public document for your logo and company information. And fill-in-the-blank spots let you know where you need to make a business policy decision. You will find yourself using these documents over and over again in the administration of your business:

  • Mission Statement Template (your mission statement describes what you do and how you help your clients — but it needs to be concise, and it can be hard getting all of your key points across in a clear and succinct manner — this template will guide you through the process of creating a mission statement that will last you for years to come)
  • Vision Statement Template (to have a clear sense of where you want your company to go, you need to make sure that your business plan is in alignment with your personal value system — this exercise will help you to discover why you do what you do, what your purpose is as a Professional Organizer, and to articulate that clearly to yourself and your clients)
  • Sample Business Plan (every business needs a plan, so here is a fully-functional solopreneur Professional Organizing business plan that you can use as an example when write your own — seeing what someone else has to say about the target population, the competition, how services will be structured, marketing methods, pricing, and future expansion of the business not only makes it easier to verbalize your ideas, but might give you some new ones you hadn’t thought of before)
  • Business Plan Template (after you have read through an example of a Professional Organizing business plan, now it’s time to create your own — it doesn’t do you any good to simply copy another company’s plan, as you will have entirely different goals, your own ideal client base, and a unique business model — this exercise will help you to identify and articulate exactly how you want to run your company, your areas of focus and specialization, and the ways in which you see your business growing and expanding over the coming years)
  • Intake Form Template (your goal upon first phone call with a potential client is to gather enough but not too much basic information about their situation — this form outlines everything that you need to ask in a simple step-by-step format, with space for recording the client’s answers — on this one sheet, you’ll have a quick snapshot view of the areas needing to be addressed, the client’s organizing goals, what qualifies the person as a “good” potential client, and what your next step will be)
  • Assessment Template (at the assessment stage, you want to create a detailed picture of your client’s situation and his/her organizing challenges — you also need to start thinking about the solutions you intend to use to calm the chaos and eliminate the clutter — this step-by-step form is perfect for carrying with you on that first consultation — make your notes as you walk from room-to-room with the client, and never worry about forgetting to ask a crucial question, because it’s all right there for you, in fill-in-the-blank format)
  • Proposal/Bid Template (you may not submit a formal proposal to every client before being hired, but it’s always possible that you will be asked to participate in a bidding process at some point in your career, especially if you work with businesses and corporations — this template guides you through the process of creating a professional-looking proposal that includes the most important information your client will need in order to make a hiring decision)
  • Sample Contract (this fill-in-the-blank form lays out all of the key policies and information that you need to include in your contract — confidentiality, cancellations, pricing, your responsibilities, the client’s responsibilities, you name it — just keep the clauses you want, alter the ones you wish to change, and delete anything that is not applicable to your business)
  • Action Plan Template (a good rule of thumb in organizing is “specific is always better” — the more clearly you flesh out your plan of attack before you begin working with a client, the easier the job will be and the fewer bumps you will hit along the way — use this form to break each project down into a goal and a series of action steps for accomplishing that goal, complete with a list of resources needed and a deadline/measure of completion for each — can also serve as the main outline of your plan if you submit formal proposals to clients)
  • Client Appointment Log (of course you’ll keep track of appointments as you schedule them in your calendar, but if you need to refer back to an appointment date, you don’t want to have to flip through months and months of calendar pages to find it — this form allows you to track every appointment with a client on a single sheet — you can tell at a glance the date, what the appointment was for, and whether it was canceled, rescheduled, a no-show, or completed — this is also useful information for spotting negative trends in clients not keeping appointments, so you can address these issues head-on)
  • Client Contact Log (you could keep a generic telephone log recording all of your contacts with everyone on the planet, but do you really want to have to shuffle through three months’ worth of pages to find out the last time you left a message for a particular client? — better to keep one sheet in your client’s file, tracking all of your communications with that person, in chronological order — this form will allow you to record phone calls, messages you’ve left, and even emails, with a clear indication of those items that still need attention and those that are completed)
  • Sample Content Licensing Agreement (most organizers develop a large body of content over the years, in the form of articles, home study classes, seminars, workshops, checklists, and training programs — and licensing that content for use by other business people in other venues is a great source of passive income, but you have to make sure that you protect your rights — use this sample licensing agreement to guard your copyrights and trademarks, prevent misunderstandings about the scope of the license or right to change the content, and make sure that you are fairly compensated for your work)
  • Sample Referral Agreement (when you receive a client that you just can’t serve, whether because of their location, the type of service they need, or simply that your schedule is full, you want to be able to refer that person to another organizer  — the same is true when you have a client who needs help in another arena, such as accounting or virtual assistant services or housecleaning — and it’s entirely reasonable for you to request a referral fee from the other professional for sending them that job — rather than rely on casual conversation and verbal promises, formalize your referrals relationships in a way so that both parties benefit — use this sample agreement to outline each person’s responsibilities, the fee structure, and the consequences if a client is badly served)
  • Sample Independent Contractor Agreement (as an entrepreneur, it’s quite likely that you will be hiring independent contractors at some point — these may be folks who help you run your business, market your services, take care of administrative duties, or design you a website — or they may be other organizers that you bring on to handle day-to-day organizing with your clients, while you manage the team — either way, this sample agreement will help you clarify the services to be provided and the method of compensation — it also outlines your “non-compete” and confidentiality clauses so you can feel comfortable sharing your private client information with other professionals — and most importantly, it indicates that your contractor is exactly that, an independent business person rather than an employee, protecting you from withholding and other tax requirements by the IRS)
  • Weekly Scheduling Form (of course, you’re going to need a calendar or planner for tracking appointments, but your daily calendar isn’t going to let you see how much of your time is spent with clients versus on vital business activities like marketing, administration, and bookkeeping — used in tandem with your calendar, this handy tracking form will let you see at a glance where your time is being invested, allowing you to make adjustments if one aspect of your business is consuming too much of your week or requires more attention)

Having an attorney, business coach, or assistant create all of these documents for you from scratch could easily cost you several hundred dollars — but why pay that much when it’s all been done for you? Instead of wasting your precious time on administrative chores, wouldn’t you rather hit the ground running and focus your attention on serving your clients? This entire kit is available for only $35, and for an even better bargain, check out the “Complete Organizer’s Toolkit Combo” — which includes the “Business Toolkit,” the “Appointment Toolkit,” the “Bookkeeping Toolkit,” and the “Marketing Toolkit,” for the discounted price of $100 (a $40 savings!) And if you’re looking for a more comprehensive solution, remember that these toolkits are also included with the purchase of my training / coaching / mentoring programs and discount start-up packages.

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Copyright 2014

***Please note that once we have sent you the information (the intellectual property) there is no way to return it. So please be sure about your decision before you sign up. for these programs There are no refunds or exchanges on training program courses or coaching sessions, once they have been paid for.


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