If you're interested in registering for one of the classes below, please
contact us at: contactus@organizewithsos.com. Don't want to wait for
the next class?
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files
and workbooks from our latest sessions.
Prices recently reduced to $65 per workshop!
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New Organizer Workshops
Performing a Successful Intake:
Here’s
what you’ll learn in this workshop:
*Why it is important
to prescreen potential clients
*How to perform a phone assessment for a prospective client
*Whether or not to have your clients sign a contract prior to beginning your
work with them
*How to perform an on-site assessment with your clients
*How to create a proposal or plan of action for your client prior to getting
started
What’s included in this workshop:
*A 35-page PDF
workbook
*An MP3 file with recordings of the corresponding 2 hours/45 minute
“Performing a Successful Intake” seminar
*A 2-page Phone Assessment Tool
*A 4-page On-site Assessment Tool
*Examples of client introduction letters and pricing agreements
*Five sample client proposals and/or job
estimates
Organizing the Business Client:
Here’s what you’ll learn in this workshop:
*How to organize
the client’s office space for maximum efficiency
*How to incorporate Feng Shui into the office layout
*Identifying where to start in a sea of papers and files
*How to organize active files vs. reference file
*How to organize files that have multiple users
*The basics of organizing electronic files
*Tips on setting up a home office
What’s included in this workshop:
*An 18-page PDF
workbook
*An MP3 file with recordings of the corresponding 2 hours/45 minute
“Organizing the Business Client” seminar
*A Feng Shui Bagua
*Questions to help lead your client through the decision-making process when
deciding which papers to keep and which papers to throw away
*Definitions of the different learning styles
*A 5-page sample of a file inventory spreadsheet
*A sample index for home office files
*A real client
case study
Organizing the Residential Client:
Here’s what you’ll learn in this workshop:
*How to determine
where to start and what supplies to bring
*Basic Organizing Principles
*Where to donate the items your client is willing to give away
*How to help clients better manage their time by setting goals
*Guidelines to give your clients on document retention
*How to wrap up the day, document follow-up items, and plan the next session
*On-the-job safety tools and tips
What’s
included in this workshop:
*A 31-page PDF
workbook
*An MP3 file with recordings of the corresponding 2 hours/45 minute
“Organizing the Residential Client” seminar
*A sample Client Contract Agreement and Client Pricing Agreement
*A supply check-list
*A 10-page resource list about where you can make donations on behalf of
your clients
*Sample time management logs
*A 5-page document outlining record retention guidelines
*A sample index for home office files
*A spending plan template
*Sample follow-up and phone log sheets
Running a Successful Organizing Business:
Here’s what you’ll learn in this workshop:
*What is a
Professional Organizer
*What professional associations are available for support and education
*What is a master mind group and how can one help you start and grow your
business
*How to set up your business
*How to market your business
*Where and how to network
*How to set up a chart of accounts for your financials
*How to keep track of expenses
What’s included in this workshop:
*A 65-page workbook
*CD recordings of the corresponding 2 hours/45 minute “Running Your
Organizing Business” seminar
*A chart defining the different business entities
*A sample client pricing agreement
*Four sample press releases
*Marketing material samples, from newspaper/magazine articles to headshots,
one-sheets, and logos
*Expense tracking spreadsheet templates
Mentoring
For one-on-one coaching while you are starting and/or
growing your business, we have three different packages that offer you
flexibility with personalized support.
Click
here to learn more!
