As a professional organizer, it can be easy to focus on the work and forget about the business side of things. When I first started organizing for clients, I quickly discovered that I needed tools that would help me keep my clients, tasks, and business organized, too!
Over the years, I’ve used a wide variety of professional organizer documents to help me keep track of my work and effectively run my business. Now, 18 years into my career, I’ve settled on five forms that are essential to any professional organizing business. You can see these forms in my latest YouTube video or by reading about them below.
1. Organize jobs with Client Intake Forms
Client Intake Forms allow you to gather basic info about your clients, their goals, and the project’s logistics. They can also serve as checklists for each job, making sure you cover all of your questions and get the information you need. I also like to use this form to ask clients how they learned about my professional organizer services, helping me measure how well my marketing efforts are working.
2. Protect your business with Client Agreements
Client Agreement forms are basically contracts between you and your clients. With this form, you can easily cover the important technical details, such as fees, the types of payment you accept, what your services cover, and what clients will have to pay more for. You can also include important information to cover, such as a photo release agreement, to make sure everyone’s on the same page.
3. Use Action Plans to prepare
Action Plans serve as your professional organizer checklists. You can map out the targeted areas, determine what needs to be done in each space, jot down client goals, and make a list of the supplies you’ll need for the job. Though I originally used paper forms, I now create digital action plans in Trello. This is your plan, so find what works best for you.
4. Manage your team with Contractor/Employer Agreements
Like Client Agreements, this form operates as a contract between you and your employees. As you add new team members, this will help you maintain consistent standards and operating procedures. I also recommend including anti-solicitation and confidentiality clauses to protect your organizing business from unethical employees.
5. Improve your work with Testimonial Request Forms
The last professional organizer document I recommend is a Testimonial Request Form. This form gives your clients a way to offer feedback that you can use to improve your services and customer satisfaction. It also provides you with great quotes to use for marketing!
Starting your own professional organizer career? Get these forms and more HERE