Working with Clients
11 Questions to Ask When Clients Won’t Let Go of Anything
When you met with your client for the needs assessment, she seemed very eager to let go of her clutter and get organized once and for all. Now you are ankle-deep in her clutter working with her at your first decluttering session, and every time you ask her, “keep, donate, trash?” She replies, “keep!” You’re…
Read More3 Key Questions to Ask Before Considering a Client’s Project
The first three questions to ask before considering a client’s project are: 1. What is their location? Asking for their address may seem like a fundamental question, but when you ask this question is key. Have you ever talked with a potential client at length, then they are ready to book an appointment, but when…
Read MoreHow Virtual Organizing is Different from Onsite Organizing
Virtual organizing is a process for getting organized through the use of technology. The primary difference between on-site and virtual organizing is the client doesn’t have the organizer’s hands to help move and sort items. During virtual organizing sessions the professional organizer (organizer) is often mostly body doubling. Meaning a body double is not an…
Read More9 Ways Professional Organizers Charge Clients for Shopping and Research
Recently, I was asked by a student, “I just spent hours preparing an organizing plan of action, researching products, and shopping for a client. Should I charge her for this?” My Reply Great questions! I think you said you were creating an excel spreadsheet with products. That is an excellent option. Research can be time-consuming,…
Read MoreProfessional 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…
Read MoreWorking With Clients – The Pros and Cons of Working Virtually
The pandemic has thrown a curveball at working with your clients–how to keep both you and your client safe. If you are not comfortable working with clients in-person using PPE, you might want to consider working with them virtually. Virtual organizing has its pros and cons to consider for both you and your client: Pros…
Read MoreWorking with Clients – Paper Management
A simple approach working with clients to organize their paper information is the ART of Paper Management. The ART of Paper Management Information comes to us in many forms but most predominately in paper form. It arrives from snail mail, email, children’s backpacks, spouse’s briefcases, and many other avenues. We know how we obtain paper…
Read MoreWorking with Clients – Students
Parents need help organizing their children and their homework (typically middle school students with ADHD). The challenges of transitioning from one teacher in elementary school to many teachers in middle school often take students, and parents, by surprise. The virtual classroom can be challenging for students, teachers, and parents. Now is an excellent opportunity for…
Read MoreWorking With Clients – The Senior Population
“As the year 2011 began on Jan. 1, the oldest members of the Baby Boom generation celebrated their 65th birthday. In fact, on that day, today, and for every day for the next 19 years, 10,000 baby boomers will reach age 65.”[1] And that is just in the United States. In 2003, when I started…
Read MoreWorking With Clients Who Have ADHD – A Case Study
ADHD is caused by a neurobiological difference in the brain, which can interfere with such areas as learning, cognitive and organizational processing, socialization, and general life performance. Client Background Angela discovered and communicated to me that when her son was diagnosed with ADHD, she too was diagnosed with ADHD. When a child has ADHD, one…
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