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Team Management Essentials: Business Forms and Checklist

Assemble the best team of contractors for your organizing projects with business forms designed to manage any team with confidence.


Don’t leave anything to chance; make sure you’ve taken into consideration all the critical details. Included are business forms, checklists, and resources to help you assemble a team of contractors and manage team projects. Created for you by award winning professional organizer and career coach—Geralin Thomas.

Exceedingly Helpful - Hiring Subcontractors

Geralin was exceedingly helpful to me when I considered hiring subcontractors for large organizing and decluttering projects. I had been approached by clients who wanted help on projects larger than I could handle one-on-one, but I didn't know how to go about finding team members, charging for them or paying them. Geralin coached me through the issues of recruiting and communicating with subcontractors as well as pay structure, on-site management and many other details I hadn't even thought of. With Geralin's help, I've created a business model that's working very well for me, my clients and my team members. I regularly recommend Geralin's coaching services to other organizers — she is knowledgable, generous with information and asks the kinds of questions that help me figure out what will work best for my business.

Janine Adams CPO®
Assembling a Team of Independent Contractors for Professional Organizing Projects with step-by-step instructions

The Team Management Essentials Kit came about after numerous requests from organizing professionals trying to figure out how to assemble a team of contractors.

Many saw my teamwork on A&E TV’s Emmy-nominated TV show “Hoarders” and asked how I found, screened, and managed teams from all over the USA.

These step-by-step instructions and forms will help you work collaboratively, communicate clearly, and manage all the logistics of team projects.

Hiring a Team of Independent Contractors for Professional Organizing Projects with a solid letter of agreement

Essential Forms and Spreadsheets

  • Letter of Agreement with Inpendent Contractors
  • Property Handling Form for Clients
  • Spreadsheet for Team Information Management
  • Spreadsheet for Vendor Information Management
Screen a Team of Independent Contractors for Professional Organizing Projects with good questions

Contractor Screening Forms

  • General Information
  • Organizing Experience and Skills
  • Health Information
  • Technology and Other Information
Managing a Team of Independent Contractors for Professional Organizing Projects with solid communications

Team Conference Call and Follow-up

  • Logistics
  • Checklists: Personal Care and Organizing Supplies
  • Procedures and Best Practices
  • Contractors vs. Employees

Team Management Essentials: Business Forms and Checklist

Assemble the best team of contractors for your organizing projects with business forms designed to manage any team with confidence.


Grow Your Professional Organizing Business with the Best Team.

TME + Ask Me Anything: Business Forms and Coaching Call

Get the team building forms and checklists in Team Management Essentials package and a 1-hour coaching call with Geralin to answer any specific questions you have about assembling a group of independant contractors.


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