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New Organizers’ Essentials: Business Forms and Checklist

Project confidence and effectively manage the legal, business, branding, and client-relationship aspects of your organizing services. Use this comprehensive collection of professional organizers’ business tools.


This collection is created for you by Professional Organizer and Career Coach—Geralin Thomas.
It includes 80+ pages of business forms, checklists, and resources to help you start, manage, and market your organizing business.

Found the Missing Puzzle Pieces

Ordering the New Office Essentials Kit and taking the NOE group class have turned out to be the missing puzzle pieces for me.

Now I feel more confident and competent when talking to potential clients and I have the tools to convey the value I bring. Thank you, Geralin, I feel like I’m really on my way!

Karen Johnson
New Organizers' Essentials Overview Instructions
New Organizers' Essentials Client Administration Forms

Communicate With Clients Confidently

  • Phone Intake
  • In-Person Assessment
  • Letter of Agreement
  • Invoice
  • Photo Waiver
  • Client Feedback
  • Gift Certificate
  • Charitable Donation Log
New Organizers' Essentials Business Administration

Manage Your Business Efficiently

  • Contacts and Accounts
  • Dream Team and Advisors
  • Online Accounts
  • Tracking and Budgeting
  • Mileage Log Non-revenue Generating Task
  • Website: Startup Budget
  • Website: Metrics
  • Social Media: Audience
  • Social Media: Engagement
New Organizers' Essentials Marketing Branding Forms

Attract New Clients Consistently

  • Writing Guidelines
  • Design Guidelines

Takes the Guess Work Out of It

I would sometimes find myself wrapping up with a potential client and wonder, did I leave anything out? Geralin takes the guess work out of what to include in a client intake form which allows me to focus on the client. Thank you Geralin!!

Beth Zeigler
BNeato

With 38 Pages of Additional Resources, References, and Checklists

New Organizers' Essentials Resources Checklists

Client Admin: Extras

  • New Client Checklist
  • Filing System Set-up Suggestion
  • Vital Document Checklist
  • Sorting Signs

Business Admin: Extras

  • New Organizers’ Quiz
  • FAQ’s Prep
  • Business Startup Checklist
  • Organizers’ Toolbox Checklist
  • Income + Expenses
  • Business Recordkeeping
  • Pricing Services and Fees

Marketing-Branding: Extras

  • Services + Niches
  • Materials and Channels
  • Calendar
  • Marketing Without a Website
  • Before Hiring a Website Designer

Stuck Without You

Your upbeat and informational classes have been wonderful. My website is up, I’ve designed my cards and stationery, joined my local chapter, and I’m scheduled to give a seminar at a local organization store.

Wow! I think I’d still be stuck if it weren’t for you!

Lasar McCabe

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New Organizers’ Essentials: Business Forms and Checklist

Project confidence and effectively manage the legal, business, branding, and client-relationship aspects of your organizing services. Use this comprehensive collection of professional organizers’ business tools.


Start a Professional Organizing Business Like a Pro

NOE + Ask Me Anything: Business Forms and Coaching Call

Get the comprehensive collection of forms and checklists in New Organizers’ Essentials package and a 1-hour coaching call with Geralin to answer any specific questions you have about starting your organizing business.


Jumped Right Into the Heart of My Questions

Geralin, I really appreciate your ability to jump right into the heart of my questions and help guide me as I figure out what my business is and will be.

Your experience shows through so clearly in all the advice you've given me. I appreciate you helping me gain clarity about my own hopes and intentions for this venture.  Great coaching! When stuck, I will be calling you for another hour!

Cathy Pietrow
Cathy Pietrow