Grant Writing Templates
Business & Client Management
Client Intake Form
This structured form helps professional organizers gather essential client details, including their goals, problem areas, and preferred organizing styles. It ensures a smooth onboarding process by identifying needs upfront. Use it as a starting point to customize organizing plans and build strong client relationships.
Home Organizing Consultation Checklist
A step-by-step guide for conducting successful client consultations, this checklist ensures you cover all key aspects, from assessing cluttered spaces to setting realistic expectations. It helps you ask the right questions, take accurate notes, and provide actionable recommendations. This resource boosts professionalism and helps close potential clients with confidence.