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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.


Comprehensive Forms

Geralin’s New Organizers' Essentials forms make 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®
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

Comprehensive Forms

Geralin’s New Organizers' Essentials forms make 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®

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.