Kickstart your professional organizing business with this comprehensive training program. This program is designed for a new organizer who is just starting out in the professional organizing industry. This program includes all the information and resources you need to set up your organizing business and get started working with organizing clients.
HERE’S WHAT YOU’LL GET:
5 informative courses with comprehensive handouts
10 essential professional forms and templates
Business 101: 10 Steps to Set up your Organizing Business
Learn the critical 10 Steps to Set up your Organizing Business so you can get your organizing business set up and running properly and avoid costly mistakes down the road. We’ll help you choose your business name, register your business, get your office up and running, get insured and market yourself. You’ll walk away with a list of must-do items to get your business started!
The 10 Steps to Set up your Organizing Business includes:
• Finding Your Niche
• Choosing on a name
• Claiming your Website
• Registering Your Business
• Choosing the Right Business Entity
• Getting Insured
• Office and Systems Set Up
Business 201: Systems for Success
Business 201 will teach you the administrative side of running a professional organizing business and show you how to set up systems for success in your organizing business. Learn how to set up your space, manage your time and create systems that will help you run your business effectively and efficiently – so you can go out and do what you love… organize!
Here’s what we’ll cover in Business 201: Systems for Success:
• Finding and setting up your office space
• Calendar and planning system options
• Contact Resource Management systems
• Filing and paper management systems
• Streamlining client communication
• Setting up your schedule
Clients 101: Working with Clients
So you know you love to organize and you know you want to help people, but going into clients’ homes and offices, getting the job done, and leaving them 100% satisfied is no small task, especially when you’re starting out. In this course, we’ll teach you how to work with organizing clients in a way that meets or exceeds their expectations – so they’ll be a client for life and refer you to everyone they know! From intakes to consultations to what to wear, we’ve covered all the bases, so you can put your best foot forward and know how to work with organizing clients in the best way possible.
Here’s what we’ll cover in Clients 101: Working with Clients
• Being Prepared and Presentable
• Getting the Job Done
• Handling Client Confidentiality
• Organizing Etiquette
• Handling Challenging Situations
Marketing 101: Brand Yourself for Success
There is a lot of competition out there! How do you make yourself stand out among the other organizers? In today’s world, you need to brand yourself for success with a unique and consistent brand. We’ll help you ask the right questions and consider all the options you’ll need to decide on a name and a brand. We’ll also teach you how to build and market your brand to ensure that everyone knows your name.
Here’s what we’ll cover in Marketing 101: Brand Yourself for Success
• Branding Basics and Benefits
• Identifying Your “Why”
• Creating Your Image
• Choosing a Name
• Building Your Brand
• Marketing Your Brand
Money 101: Setting your Professional Organizing Fees
Setting your Professional Organizing fees is a difficult part of getting started in the organizing industry. You don’t want to price yourself too high and scare away potential customers. At the same time, you don’t want to price yourself too low to begin with and end up feeling under paid! In this on-demand e-Course we’ll help you determine your fees and gain the confidence you need to get the rate you deserve.
Here’s what we’ll cover in Money 101: Setting your Professional Organizing Fees
• Determining Value
• Hourly vs. Project-Base Fees
• Cost Factors
• Determining Your Fees
• Formula for Setting Your Fees
• Offering Discounts and Incentives
Plus, included are 10 must-have forms, checklists and templates to run your business smoothly
Client Intake Form
This organizing client intake form will guide you through the all-important initial phone consultation. A successful intake will win you more clients!
Organizing Project Assessment Form
Capture all the right information with this Project Assessment Form. Creating an effective plan or proposal will be a snap!
Organizer Supply Checklist
This organizer supply checklist includes a list of all the essentials you’ll need to have handy when you’re out organizing the world.
Client Confidentiality Agreement
Use this client confidentiality agreement to reassure your organizing clients and prove to them that you’ll protect their confidentiality.
Organizing Appointment Confirmation Templates
Confirm your organizing appointments and outline your policies with this ready-to-use organizing appointment confirmation template.
Organizing Service Contract Template
This written organizing service contract outlines your policies, so they are clear to your organizing client before you start working with them
You always need to be ready to sell! This sales script gives you the language you need to engage potential organizing clients and get them to hire you. Includes wording for several types of organizing inquiries; home, office, moving and more.
Photo Release Form
Use this photo release form to make sure you get permission from your client before you post those great before and after photos on your website or on social media. It includes permission to use video, too.
A successful business needs to have a good bookkeeping system. This Accounting Spreadsheet will help you keep track of your money! The Excel accounting spreadsheet includes has tabs to track organizing income, business expenses, bank deposits and mileage. It also includes a list of tax accounting categories for your Schedule C.
An accounting spreadsheet will help you keep your books organized know how your business is doing financially every step of the way.
Operating Agreement for an LLC
Forming an LLC, or limited liability company, can be a very attractive option if you’re looking for a business structure with increased personal protection and less formalities. Keep in mind that they do require some additional paperwork, including, an Operating Agreement. This template will outline everything you need to include in an Operating Agreement. Simply fill in the blanks and you’re in business!