For New Professional Organizers: Training + Forms

NAPO Classes. Take one class or the other. It is not necessary to take both.

NAPO 001 – Introduction to Professional Organizing
NAPO 101 – Starting An Organizing Business
ICD Classes – Introduction to Hoarding

Ask Me Anything – Live Call

Presented by Geralin Thomas, CPO-CD®

You’ll have 60 minutes in a group setting to ASK ME ANYTHING you’ve been dying to know about becoming a Professional Organizer or growing your organizing business.

SPECIAL OFFER: Get 50% off this coaching call + 20% off a product bundle!

UPCOMING CLASS: Monday, May 20th @ 8pm EST/5pm PST

$99 $50Add to Cart

Introduction to Hoarding – Audio Recording

Presented by Geralin Thomas, CPO-CD®

I recorded this teleclass for the Institute of Challenging Disorganization (ICD) and it provides an overview of hoarding. I discuss the fundamental components, complexities and characteristics concerning issues involving those with a hoarding disorder. Click the “Purchase” button and complete the form on the ICD website to download the audio recording.

$10Purchase

Group Teleclass – Get More Insights on How to Effectively Use My New Organizer Essentials Forms.

I enjoy welcoming newcomers into the field and helping seasoned pros optimize their business practices. The New Organizer Essentials group teleclass is specifically tailored for professional organizers who want to optimize the use of their forms.

More Details Regarding Call

UPCOMING CLASS: The next class is not yet scheduled. The calling instructions will be emailed upon registration.

$20Add to Cart

1+1 Training Call

Are you a highly motivated professional organizer needing a nudge to put you into confident action? This training is customized to you. I can help you…

• Build and Manage your Client Base
• Determine or Change your Direction
• Leverage your Unique Style and Talents to Carve Out a Niche
• Design Professional Marketing Materials and Gain Media Exposure
• Define Strategic Goals To Grow Your Business

Schedule 60 Minutes with Geralin Today.

$99Add to Cart

New Organizers’ Essentials
These are the must-have client relationship forms for the new professional organizer.

• Phone Intake Questionnaire
• In-person Assessment Questionnaire
• Client Homework Log
• Activity Log

$100Add to Cart

New Organizers’ Business Essentials
These are the must-have legal, financial and administrative forms for the new professional organizer.

• Sample Chart of Accounts to track income & expensese
• Mileage Log
• Marketing Effectiveness Log
• Client Project Log to track billable hours
• Admininstrative Project Log to track non-billable hours
• Advisors Contact List
• Client Services Agreement
• Client Invoice
• Gift Certificate Template
• Photo Waiver

$100Add to Cart

Professional Organizers’ Toolkit
Get yourself organized and ready to do your job with this comprehensive supplies checklist.

• Office Organizing Supplies Checklist
• Miscellaneous Tools + Equipment Checklist
• Hoarding Toolkit + Personal Safety Checklist
• Organizing Materials to Purchase/Resell
• Conference Networking Essentials Checklist
• Additional Reference Materials

$25Add to Cart

Team Management Essentials
These are the must-have forms for assembling and organizing a team of subcontractors to work collaboratively on a group project.

• Communications Email Templates
• Subcontractor Screening Form
• Team Contact List
• Vendor Contact List
• Team Conference Call Form to communicate project logistics
• Conference Call Summary Form
• Property Handling Form for client’s belongings

$100Add to Cart

Speakers’ Essentials
An organized, detail-oriented set of forms to illustrate your public speaking professionalism.

• Initial Contact Summary Form
• Phone Intake Questionnaire
• Letter of Agreement
• Speakers’ Evaluation Form
• Event Day Summary Sheet

$49Add to Cart

Housekeeping Instructions
Be clear in communicating your housekeeping wishes in this Spanish-English bilingual checklist.

• Areas To Be Cleaned Today
• General Housekeeping Checklist
• Authorized Cleaning Supply List

$4.99Add to Cart

Whether you’re a seasoned professional organizer or a brand new professional organizer just starting an organizing business, these forms will help you run your business more efficiently and position you to really understand your clients. Approach your clients with more confidence, knowing you are equipped with documents created by an experienced professional.