All business and client forms as described below for $39.95
Get all forms as a bundle and save 25%.  See details below for each form set.
 

Business Plan Form + an Action List to Launch Your Business - $10.00
Maybe you are just starting out and need to write a business plan for a small business loan. Or, you have started your business but you feel that you could be doing better.  The eleven page 8-1/2 x 11 Step-by-Step Business Plan for a Professional Organizer Business will guide you through developing a plan that will help you research and think about your business in a systematic way.  Also included is your Action List to successfully launch your business, a mission statement template and a financial plan. I didn’t write a business plan the first two years I was in business, and I didn’t experience any growth in my business either. Since writing my business plan and updating it each year, my business has experienced significant growth each and every year and yours can too.
 

Services and Fees Agreement + Business Policies - $5.00
No savvy business owner should work with a client without a signed agreement. This two page 8-1/2-11 instructions plus a two page 8-1/2 x 11 sample agreement will effectively communicate to your clients your services, fees and general business policies. It will clarify your practices and policies to eliminate misunderstandings regarding the details of your working relationship with your client. You can quickly create your own agreement following the instructions. Any forms that are of contractual nature should be reviewed by your attorney to insure they meet with your company practices and are defensible by your attorney in the state(s) you practice.
 

Field Materials Checklist $3.00
You know to take your label maker and tape measure with you to a client session, but what else… Don’t get caught unprepared with your client. Our complete Field Materials Checklist will remind you what you need to take with you to a client organizing session.
 

Client Initial Intake Form + Client Organizing Process Checklists $5.00
Using a Client Intake Form and Checklists for each phase of the client organizing cycle will insure you ask the right questions, communicate your value and prepare you for each session with your clients. The three-page 8-1/2 x 11 intake form will guide you through your initial conversation with your client demonstrating your confidence, value and ability to help them. PLUS the one page 8-1/2 x 11 checklists will insure you show up prepared for every client session.
 

Client Assessment Forms (Residential + Business) $10.00
The needs assessment discoveries will be your road map to clearly identifying your client’s goals, needs, barriers and expectations.  The Client Assessment form is a tool and process for you to gather information about what your client needs and how you can help them (or not). It can be conducted on the phone, in e-mail form, completing an online form or in person.  The instructions plus two-page 8-1/2 x 11 Residential PLUS two-page 8-1/2 x11 Business Needs Assessment form and questions will guide you through a successful discussion with your client that will help you best assess their organizing needs and from there develop an Organizing Plan of Action.
 

Client Organizing Plan of Action Form + Sample Plan + Product Resources $10.00
Whether or not your client will ever see the Organizing Plan of Action, you need it to prepare you and guide you through your client’s project. The Organizing Plan of Action is a review of the needs assessment findings, a place to capture ideas, a list and prioritization of tasks, a review of client’s expectation and desired results, an estimate of time and materials and a place to identify removal/repurpose options. With our three page 8-1/2 x 11 Organizing Plan of Action template PLUS eight page 8-1/2 x11 example Organizing Plan of Action PLUS our two page 8-1/2 x11 list of product resources you will be able to formulate a plan for clients or just yourself with ease.
 

Client Keep/Let-go Criteria Checklist $3.00
You may work with someone who has difficulty letting go of certain items. It is helpful to have specific criteria to help aid you through their decision making process.  Our two page 8-1/2 x11 Client Keep/Let-go Criteria Checklist includes questions that may help to clarify what is important and what is no longer important for your client to keep.
 

Client Maintenance Plan Form + Sample $3.00
The KEY to your client’s success is a simple maintenance plan that they can follow that will insure they will not backslide. Our one page 8-1/2 x11 Client Maintenance Plan form PLUS one page 8-1/2 x11 sample will give you the guidance to create simple and effortless plans for your client to follow.
 

Client Satisfaction Form $3.00
The purpose of a client satisfaction survey is to provide you, the professional organizer, with feedback on your services and information about whether or not you are meeting your client’s expectations. Our one page 8-1/2 x 11 Client Satisfaction survey will provide you with not only your client’s feedback but also their appraisal statement.