professional organizer business form and template kit
professional organizer client contract template
professional organizer business form and template kit
Professional Organizer Forms Toolkit

Professional Organizer Forms Toolkit

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Look no further for the essential client forms you need to run your professional organizing business!

Everything you need to get started as a professional organizer!

What's Included

There are 12 forms / templates Included in the fabulous toolkit in all, including:

5 printable PDFs forms:
  • Client Intake
    There's a place for all of the crucial information you need to make note of during your initial contact with a potential client.

  • Client Consultation
    This two page form guides you through the assessment and consultation process, with prompts of questions to ask, issues to address and future steps.

  • Measurement Form
    Make note of the dimensions and other specifics of spaces. Crucial for designing storage solutions for closets and rooms and offers a good basis for product upset potential.

  • Shopping Wishlist
    You'll increase revenue when you offer this additional service to your organizing clients. This form makes offering that service so easy!

  • Mileage Record
    Be ready for tax time with this fundamental form!

Plus 7 Fully Customizable and Editable Documents in Word and Pages:
  • Single Page Working Agreement (Contract)  and 2 to a page Working Agreement
    Cover yourself legally with an agreement of the essential terms of your service offering with this agreement. Don't intimidate your clients with a complicated contract- use this form instead!

  • Client Homework
    Clients who make progress in between your organizing sessions will be happier! This form is a handy reminder for what tasks clients should complete before your next work session. My clients like to hang it on their fridge!

  • Client Invoice template
    Make it easy to get paid with this invoice form.

  • Photo release form and template
    Formatted to two to a page to save on paper and designed for you to leave a signed copy with your client and keep a copy for your records.

  • Company Policies
    A comprehensive list of all policies to cover situations that might come up. Perfect for emailing to new clients before their first organizing session.

  • Statement of Work (Proposal)
    Be prepared with this 3 page comprehensive document to give proposals to business clients for organizing jobs in commercial settings.
Due to the digital nature of this product, no refunds will be given. Please contact me with any questions at christinaATstreamlinedlivingohDOTcom before purchase!