8 deals Essential Forms for Professional Organizers

NEW UPDATED forms are easier to read, customize, edit and format!

This complete starter kit of forms includes everything you will need to begin and continue running your successful organizing business. These forms are easy to use and will keep you organized at every step of the way. The forms can all be customized to fit your branding an individual needs. We encourage you to make them your own.
By using these forms, you will be amazed at the level of confidence and trust you will be building with your clients while at the same time getting all the information you need to help them with their organizing challenges.

These forms are truly a roadmap for success at every step of the way.

Initial Client Intake
Consultation Confirmation
What To Expect From Your Organizer
Daily Client Progress Report
Client Agreement
Client Invoice
Sample Press Release
Toolkit Checklist

Phone Intake Form - In your first call the Phone Intake Form allows you to get a clear picture of your potential client's needs. This three-page form contains every question you'll need to ask to get off on the right foot. The Phone Intake Form is a roadmap for assessing your client's goals and organizing challenges and their deals willingness to complete them.

The REVAMP© Phone Intake Form can be used as a stand alone tool for conducting an initial phone consultation This consultation can be can be offered for free or to generate initial revenue.

By asking these vital questions you will be able to determine the clients readiness to become better organized and the extent of their disorganization. You will also learn the scope of the projects the client is interested in working on and the physical parameters of their home or office. From this one document you will have a clear understanding of the client's needs, organizing goals, and a clear idea of how you can help them. It will also demonstrate your professionalism and thoroughness during this first contact.
This phone intake can also be advertised as a Free Phone Consultation and a way to open the door and gain your prospective client's trust so they book an Assessment.


Consultation Confirmation Form - This crucially important and intuitive form is typically emailed to the client before any organizing work begins. This forms sets necessary expectations for both you and the client. Setting clear expectations early on is crucial to becoming a successful organizer. The Revamp assessment confirmation form does just that. With over 20 necessary suck key points , From the terms and conditions of payment to tasks the clients needs to accomplish prior to arriving this form covers them all.

This form is emailed to the client before their Assessment. It confirms their appointment date and time and outlines what will happen during the assessment, what the organizer will provide, what the client can expect as the result of the assessment, how the client can prepare for the appointment, payment terms and cancellation requirements.


What To Expect From Your Organizer - This is a very impressing document that outlines your business integrity, accountability confidentiality and ethical principles. This is an impressive document to add to your website.


Daily Client Progress Report - This form is vital to keep daily track of current projects, next steps, communications and future booked appointments with your client.


Client Agreement - This is the most valuable document a professional organizer business owner can have. It serves as a clear communication and understanding between the client and organizer. It contains: Confidentiality Statement, Terms of Service, Fees, Payment Terms, Cancellation, Scope of Project, Photo Consent, Service Provider Disclaimer, Organizer Code Of Ethics and Client Expectations/Conditions.
It is attorney approved.


Client Invoice - Detailed customizable invoice template.


Sample Press Release - A practical worksheet to help you design your own press release for important changes and events for your business.


Toolkit Checklist - A checklist for all the necessary tools and supplies you'll need to be the most prepared professional organizer out there.