These are the must-have forms for the professional professional organizer.
CLIENT INTAKE, ASSESSMENT, HOMEWORK & ACTIVITY LOG
Client Intake, Assessment, Homework & Activity Log
The tasks essential to screening, assessing, and tracking clients 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
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FINANCIAL FUNDAMENTALS AND LEGAL BASICS
Approach your clients with more confidence. This starter kit contains all the basic essential business forms you need to manage your money, marketing and legal needs. [format: MS Word]
FINANCIAL FUNDAMENTALS
A practical, low-tech compilation of tools to help you effectively collect and analyze how you manage your most valuable resources – your time and your money. Financial forms for the professional organizer.
What You Will Receive
The Financial Fundamentals is a series of worksheets for creating a strong financial foundation for your professional organizing business.
To help you get a big picture view of your operations, there’s a sample chart of accounts. Use it to aid you in designing and customizing an organized bookkeeping system and tracking your income and expenses. The mileage tracking log will not only save you money at tax time, but will help you evaluate how travel expenses can play into the rates you charge and the value of taking on long-distance clients.
The Financial Fundamentals also includes forms for tracking the efficacy of your marketing methods and your time outlays for billable client projects and non-billable administrative work.
You’ll also receive a chart of advisors to help you develop a financial support team to help your business grow and thrive.
LEGAL BASICS
A foundation to grow your business on solid professional practices. Tools to help you effectively protect and manage your business
What You Will Receive
Legal Basics is a collection of documents to help you protect your growing professional organizing business.
Provide your clients with a clear explanation of your services with the client letter of agreement. This form can be used two ways: as-is, with blank spaces provided for various rates (hourly, travel, shopping, etc.); or as a reference should you choose to create your own form. All details have been thought out for you (including rates, expenses, scheduling and termination).
One of the most effective marketing approaches is to present before and after photos of the work you have completed. The photo waiver is a legal release, signed by your clients granting you permission to use your photos in your marketing. Publishing photos of a project without a photo waiver signed by your client can have a negative impact on your business.
Need to provide your client with a bill? Do it quickly and easily with a customizable client invoice.
Another effective marketing approach is to make a gift certificate available to individuals who would like to give a gift of organizing. The gift certificate included in this kit is a simple clean design that you can tailor to your business. Add your own logo or photo, modify the address or change the colors.
And yes, with this kit you are permitted to modify it and make it your own. All documents are created in MS Word so changing colors, adding graphics and modifying text is simple.
FINANCIAL FUNDAMENTALS AND LEGAL BASICS
$100Add to Cart
