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The best-selling New Organizers’ Essentials Kit contains 90+ pages of business forms, guides, checklists, templates, and resources to help you start, grow, manage, and market your organizing business. Available for residents of the USA and Canada only.

New Organizers’ Essentials Kit

Over 90 pages of customizable forms, templates, guidelines, and checklists.


From Zero to Hero

All of Geralin’s essential business forms are beautifully designed and cover everything. They have been an invaluable asset when developing an aligned business team and a profitable speaking platform. As a new organizer, her New Organizers’ Essentials kit got me where I was going in a fraction of the time plus; I would never have thought of half the stuff she includes in these kits. She took me from zero to hero in a few short months! 

New Organizers' Essentials Client Administration Cover Page

Communicate With Clients Confidently

  • Phone Intake Form
  • In-Person Assessment Form
  • Letter of Agreement for Services + Fees
  • Client Invoice
  • Client Photo Waiver
  • Client Feedback Form
  • Gift Certificate
  • Charitable Donation Log

The New Organizers’ Essentials Kit Helps You Manage Your Business Efficiently

  • Contacts and Accounts Lists
  • Dream Team and Advisors
  • Online Accounts Lists
  • Tracking and Budgeting Forms
  • Mileage Log
  • Website: Startup Budget
  • Website: Metrics
  • Social Media: Audience
  • Social Media: Engagement

The 3 Phases of Building a Brand: Strategy, Identity, and Marketing

  • What You Need to Know Before Building a Website or Hiring a Designer
  • Writing Guidelines + Brand Identity aka Voice, Tone, Style
  • Design Guidelines + Brand Identity aka Visual Elements

The Burden Has Been Lifted!

Thank you – a thousand times – thank you! I downloaded the New Organizers’ Essentials Kit and feel as though a huge burden has been lifted. I have found myself overthinking everything, and now this is one less thing I have to start from scratch. I am so appreciative of the availability of this tool. ~ Sarah Anderson

Plus, 39 Pages of Additional Resources, Guides, References, and Checklists

Client Admin Extras!

  • The Onboarding Process + New Client Checklist
  • Filing System Template
  • Vital Documents Checklist
  • Sorting Signs

Business Admin Extras!

  • New Organizers’ Quiz
  • FAQ’s Preparation for Client Calls
  • Business Startup Checklist
  • Organizers’ Toolbox Checklist
  • Income + Expenses
  • Business Recordkeeping
  • Pricing Services + Fees

Marketing + Branding Extras!

  • Your Brand.Your Branding.Your Brand Identity. What’s the Difference?
  • Services + Niches
  • Materials, Channels, Platforms
  • Monthly Content Calendar Ideas
  • Tips for Marketing Before You Have a Website
  • What to Know Before Hiring a Website Designer or Creating a Website

Comprehensive Forms

Geralin’s New Organizers’ Essentials kit makes a difference for both new and established professional organizers. She’s created comprehensive forms that condense a lot of vital information necessary for client evaluation and interaction, business administration and money management. These forms will help any professional organizer run their business more smoothly and efficiently. ~ Ellen R. Delap, CPO®

Bundle and Save

Ask Me Anything Coaching Call + New Organizers’ Essentials Kit

One 60-minute coaching call with Geralin, and the NOE kit of business forms.