Service Professionals Only
ORGANIZER RESOURCES
INITIAL CLIENT FORMS
CLIENT INTAKE & ASSESSMENT - SHORT
CLIENT INTAKE & ASSESSMENT - ALL OPTIONS
ESTIMATE FORM
CLIENT INTAKE & ASSESSMENT- sample
CLIENT AGREEMENT - (I SEND IT TO THE CLIENT VIA EMAIL + IT’S SIGNED BEFORE WE START ANY WORK)
PROJECT PLANNING + CLIENT MAPPING
LEARNING STYLES
MIND MAPPING
ACTION PLANNING
ROOM ANALYSIS FORM
PROJECT PLAN TEMPLATE
MULTIPLE AREAS TIME MAP
SUMMARY ACTION MAP
FIELD MATERIALS
TOOLS OF THE TRADE
SORTING BASKET LABELS
RESOURCES & PRODUCTS FOR CLIENTS
FIELD MATERIALS
TOOLS OF THE TRADE
SORTING BASKET LABELS
RESOURCES & PRODUCTS FOR CLIENTS
CAREER DEVELOPMENT
NAPO TRACKING HOURS
Handbook.
Service Professionals Handbook
Professional Organizer Job Description
Initial Training.
Essentials Training Self-Study Course
Essentials Training Workbook
Training Schedule with Stephani (TBD)
*****Below you can see how I typically plan training over several calls over 3 weeks. Let’s plan one day to go over materials. This can be done by phone, where we can cover most modules. If you’d like more time, we can schedule that as well.
xx/7 5:30pm - Orientation
xx/30 6:30pm - Module 2 | 30 minutes via phone
xx/5 4pm - Module 3 | 60 minutes via phone or in person
xx/12 6:30pm - Module 4 | 30 minutes via phone