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The New Organizers’ Essentials Kit contains 90+ pages of business forms, 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.


The New Organizers' Business Forms are Very Useful

Geralin, I purchased your New Organizers' Essentials business forms and I want to say THANKS for creating something so useful!

Olivera Anicic, Professional Organizer
New Organizers' Essentials Client Administration Cover Page

Communicate With Clients Confidently

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

Manage Your Business Efficiently

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

Attract New Clients Consistently

  • Writing Guidelines
  • Design Guidelines

The New Organizers' Business Forms are Very Useful

Geralin, I purchased your New Organizers' Essentials business forms and I want to say THANKS for creating something so useful!

Olivera Anicic, Professional Organizer

With 39 Pages of Additional Resources, References, and Checklists

Client Admin: Extras

  • New Client Checklist
  • Filing System Template
  • 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

Geralin, you're so upbeat. My website is up. I've designed my stationery. Joined my local NAPO chapter. And, I'm scheduled to give a seminar. I'd still be stuck if it weren’t for you!

Lasar McCabe, Professional Organizer

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.