Interested in Becoming a Professional Organizer?

Below is a list of recorded workshops we offer to get you started.  For each workshop, you receive a comprehensive workbook that includes templates you can use for your own business, as well as an MP3 recording from our live class.

For more information about our live classes or teleclasses, please    contact us.

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 files

• How to organize files that have multiple users

• The basics of organizing electronic files

• Tips on setting up a home office

• How to organize the client's office space for maximum efficiency

What’s included in this workshop:

• A 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 PDF workbook

• An MP3 file with recordings of the corresponding 2 hours/45 minute “Running Your Organizing Business” seminar

• A chart defining the difference 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