Forms for New Professional Organizers
When I started my organizing business in 2003, I didn't know the best questions to ask new clients or how to record the information they shared with me. Through years of trial and error, I created these forms which I've been using successfully in my business for many years. To save you the time and effort I went through, I'm now offering them to new organizers.
You can approach your clients with more confidence, knowing you are equipped with documents created by an experienced professional who has earned NAPO's Golden Circle designation, teaches new organizers in the Cary-Raleigh area, and has been selected by NAPO to deliver their classes for beginning organizers.
Whether you're a seasoned organizer or just getting your business up and running, these forms will help you run your business more efficiently and position you to really understand your clients. Purchase them individually or save money and buy the whole set.
SAVE $10.00; PURCHASE ALL THREE FORMS FOR $100.00
Note: After a successful transaction, you'll be able to download your files from your "My Account" page, in the Files tab.
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CLIENT INTAKE, ASSESSMENT, & ACTIVITY LOG At last, the three tasks that are essential to screening, assessing, and tracking clients have been combined into one comprehensive, easy-to-use form. The Client Intake, Assessment, & Activity Log is the culmination of years of experience and it's all you'll need to work with each client. This eight-page document is divided into three parts. [format: PDF] PRICE: $75.00  |
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CLIENT LETTER OF AGREEMENT 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 points that need to be covered have been thought out for you (including rates, expenses, scheduling, and termination), so there's no need for you to reinvent the wheel. You are up and ready to do business right away. [format: PDF] PRICE: $20.00 |
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CLIENT INVOICE Need to provide your client with a bill? Do it quickly and easily with this Client Invoice. This convenient form comes in Microsoft Word format so you can tailor it to your business. [format: MS Word] PRICE: $15.00 |
