These are the must-have forms for the professional professional organizer.
CLIENT INTAKE, ASSESSMENT, HOMEWORK & ACTIVITY LOG
Client forms for professional organizers! Essential for screening, assessing, and tracking clients. Everything professional organizers need combined into one comprehensive, easy-to-use form. This sixteen-page document is divided into five parts. [format: MS Word]
PART ONE: INSTRUCTIONS
PART TWO: PHONE INTAKE
Save yourself time by using your first phone call to get a clear picture of your potential client’s needs, while simultaneously presenting yourself as an expert in your field. A thorough set of questions and checklists (with plenty of space for notes), will enable you to hone in on exactly what you can do for the client and will help you make that all-important first appointment.
PART THREE: IN-PERSON ASSESSMENT
Clients will be impressed and appreciative when you arrive prepared with assessment questions that help them get to the heart of their organizational issues. This section includes a detailed set of questions, checklists and talking points that you can use to mold your organizational strategy as well as for ongoing reference.
PART FOUR: IN-PERSON ASSESSMENT HOMEWORK
PART FIVE: ACTIVITY LOG
When was the last time you called or e-mailed this client? What did you do at your last organizing session? When you keep track of this important information on the log sheet, it is easy to reference and resides conveniently with the client’s assessment information.
CLIENT INTAKE, ASSESSMENT, HOMEWORK & ACTIVITY LOG
$100Add to Cart
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About Geralin ThomasI'm an organizing consultant located in the Raleigh area. "Metrozing" (my company's nickname) specializes in helping chronically disorganized clients. If you, or someone you care about, needs help organizing an office, home, time or life, we can help! Or, if you're interested in becoming a professional organizer, please explore the many ways I can help you build a better professional organizing business that is sustainable and sensible via phone-coaching sessions. We can socialize on: Pinterest, Facebook, Twitter [@Metrozing] and LinkedIn. Or leave a message on my office phone: 919 380-7718 Looking for resources? Click the "SHOP" button located in the upper right corner of my website.
