No savvy business owner should work with a client without a signed agreement. The instructions plus sample agreement will effectively communicate to your clients your services, fees, and general business policies. It will clarify your practices and policies to eliminate misunderstandings regarding the details of your working relationship with your client. You can quickly create your own agreement following the instructions. Any forms that are of contractual nature should be reviewed by your attorney to ensure they meet with your company practices and are defensible by your attorney in the state(s) you practice.

You know to take your label maker and tape measure with you to a client session, but what else… Don't get caught unprepared with your client. Our complete Field Materials Checklist will remind you what you need to take with you to a client organizing session.

Using a Client Intake Form and Checklists for each phase of the client organizing cycle will ensure you ask the right questions, communicate your value and prepare you for each session with your clients. The intake form will guide you through your initial conversation with your client demonstrating your confidence, value, and ability to help them. PLUS the checklists will ensure you show up prepared for every client session.

The needs assessment discoveries will be your road map to clearly identifying your client's goals, needs, barriers and expectations.  The Client Assessment form is a tool and process for you to gather information about what your client needs and how you can help them (or not). It can be conducted on the phone, in e-mail form, completing an online form, or in person.  The instructions Residential Needs Assessment Form and Business Needs Assessment form will guide you through a successful discussion with your client that will help you best assess their organizing needs and from there develop an Organizing Plan of Action.

Whether or not your client will ever see the Organizing Plan of Action, you need it to prepare you and guide you through your client's project. The Organizing Plan of Action is a review of the needs assessment findings, a place to capture ideas, a list and prioritization of tasks, a review of your client's expectation and desired results, an estimate of time and materials and a place to identify removal/repurpose options. With our Organizing Plan of Action template PLUS example Organizing Plan of Action PLUS our list of product resources, you will be able to formulate a plan for clients or just yourself with ease.

You may work with someone who has difficulty letting go of certain items. It is helpful to have specific criteria to help aid you through their decision making process.  Our Client Keep/Let-go Criteria Checklist includes questions that may help to clarify what is important and what is no longer important for your client to keep.

The KEY to your client's success is a simple maintenance plan that they can follow that will ensure they will not backslide. Our Client Maintenance Plan form PLUS sample will give you the guidance to create simple and effortless plans for your client to follow.

The purpose of a client satisfaction survey is to provide you, the professional organizer, with feedback on your services and information about whether or not you are meeting your client's expectations. Our Client Satisfaction survey will provide you with not only your client's feedback but also their appraisal statement.