Let’s Talk About CRMs

Students often ask me what CRM (client relationship management) application I recommend for a professional organizing business and do they need one.  Let’s talk about CRMs. When I started my organizing business in 2003, the CRMs available were geared for medium size businesses or larger ones.  If the CRMs available today that focus on single-owner…

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5 Benefits of Working With a Professional Organizer

photo 5 benefits of working with a professional organizer

Often, people dismiss the need for a professional organizer because, in their mind, they don’t want to pay someone to do something that seems so simple. They feel like they can do these tasks by themselves. After all, why would you hire someone to declutter your house? Or help you come up with a decent…

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What is Business Process Automation?

If you have difficulty managing your paperwork or gathering information to stay updated, it could be because you’re still dependent on manual operations. This may cause you to miss out on opportunities. Worse, it can make you lag behind your competitors. If this is the case, then it’s high time to take a hard look…

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4 Practical Tips for Keeping Your Business’ Data Secure

In the information age, securing your data and assets in the digital space has become just as important as protecting your physical assets on the premises.  Cybersecurity has become an integral part of most business operations, and as such, various strategies and approaches have emerged. Suppose you’re a business owner who recently shifted to cyberspace…

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6 Must-Have Apps That Have Streamlined My Business Practices

Having an arsenal of powerful apps will feel like you have a free personal assistant.  Here are my six must-have apps that have streamlined my business practices freeing my brain to focus on what’s important rather than what’s urgent. Acuity Scheduling If you’ve ever struggled to settle on a meeting time or accidentally double-booked yourself,…

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8 Strategies for Managing a Professional Organizing Business

It’s easy to feel overwhelmed when you’re managing a small business, especially when you are starting out.  Here are 8 strategies to simplify and make small business management easier. Strategy #1 – Have a Mentor or a Business Coach There is no reason why you should have to figure out everything by yourself.  There are…

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All The Ways a Virtual Assistant Can Help a Solopreneur

Being a solopreneur is not easy work as you handle your business alone, from its primary operations to management. Your business is probably thriving today, and customers or clients are making their way to you. However, doing other tasks that may seem to be menial can definitely create a significant but negative impact on your…

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Professional Organizing Business Procedures – Client Intake

Managing a professional organizing business involves many, many elements.  When you start your professional organizing business, you may think documenting how you do your business is not essential.  But, once you start working with multiple clients at once and managing their organizing projects, it will be much easier if you have your business policies and…

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Insuring Your Professional Organizer Business

  Many new professional organizing business owners struggle with insuring their professional organizing business and selecting their business entity type. Recently, a student asked me, “do I need to form an LLC if I have liability insurance?” She asked this question because she was trying to decide if she could start her business as a…

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