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New Organizers’ Essentials: Business Forms, Templates, Guidelines, and Checklists

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. Included are 80+ pages of business forms, checklists, templates, and resources to help you start, grow, manage, and market your organizing business.

Found the Missing Puzzle Piece

"The New Organizers' Essentials kit has turned out to be the missing puzzle piece 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!"

Karen Johnson, Pro Organizer
Professional Organizer Business Forms
Professional Organizer Client Admin Forms

Communicate With Clients Confidently

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

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
Professional Organizer Branding Marketing 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 Business Forms Extras

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

"Your upbeat and information have been wonderful. 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

New Organizers’ Essentials: Business Forms, Templates, Guidelines, and Checklists

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 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!"

Cathy Pietrow, Professional Organizer
Cathy Pietrow