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Client Service Forms Package for Professional Organizers

Professional forms and templates to help you communicate with your organizing clients!

Our special Professional Organizer Client Service Forms package bundles everything you need to communicate and work with your organizing clients effectively and efficiently!

We’ve done the work for you! These 12 essential forms and templates will help you communicate with clients, sell your organizing services, protect yourself legally and win organizing projects.

All of our forms are customizable, so you can add your logo and business information to make them yours. We provide you with both Word and PDF versions of each form, so they will open on any computer.

Our Professional Organizer Client Service Forms have been proven time and time again to make a winning impression on organizing clients.

Save yourself time, money and frustration. Order now and start using them today!

Professional Organizer Client Service Forms package includes:

Organizer Supply Checklist
This organizer supply checklist includes a list of all the essentials you’ll need to have handy when you’re out organizing the world. You’ll be confident and your clients will be impressed when you show up prepared and ready to organize!

Client Intake Form
Be prepared for when a potential organizing client calls you. This organizing client intake form will guide you through the all-important initial phone consultation.

Appointment Confirmation Template
Don’t risk wasting your time with last-minute cancellations or showing up at an empty house. Confirm your organizing appointments and outline your policies with this ready-to-use organizing confirmation template.

Project Assessment Form
Use this project assessment form to guide you during your initial visit to the client. This form will help you ask the right questions, define the client’s goals, outline your project areas, create a timeline and develop an action plan.

Organizing Service Contract Template
This written organizing client contract clarifies your policies, so they are clear to your organizing client before you start working with them.

Client Confidentiality Agreement
Reassure your clients by signing this client confidentiality agreement and proving to them that you’ll protect their confidentiality. They’ll be impressed by your professionalism and will feel more comfortable working with you.

Photo Release Form
Use this photo release form to make sure you get permission from your client before you post those great before and after photos on your website or on social media. It includes permission to use video, too.

Home Organizing Proposal
Save time and win more home organizing projects with this comprehensive home organizing proposal template. This home organizing proposal template outlines all of the steps involved organizing a home in a professional and organized way.

Move Organizing Proposal
You’ll save time and win more move organizing projects with this comprehensive move organizing proposal template.

Office Organizing Proposal
Save time and win more office and business organizing projects with this comprehensive office organizing proposal template. This office organizing proposal template outlines all of the steps involved organizing an office and business in a professional and organized way.

Estate and Yard Sale Organizing Proposal
Planning an estate or yard sale can be a lot of work! Make sure you cover all of the bases with this proposal. It oulines everything you’ll need to do during a sale to make sure you get paid for all your work!

Project Plan Template
This project plan template will help you outline a plan to manage large organizing projects easily and effectively.


Here's what people are saying about our professional organizer forms:

“I just want to say Thank You for all of the items I have purchased from you. I use the Sales Script almost daily. I have done several business organizing assessments and proposals by taking some best guesses. Today I prepared to write one using some of your forms and it made it so much easier. It's nice to have a service like yours that is so useful and affordable. I will certainly spread the word whenever I can.” – Audrey, Chicago, IL

“Thanks so much for these. They are fantastic. I really enjoyed our coaching session and am finding these forms invaluable.” – Janet, Phildelphia, PA

"I tried creating my own forms and after hours of frustration, I gave up and bought yours. WOW! The time, money and frustration I saved is invaluable. THANK YOU!" - Michelle, San Francisco, CA




Your Instructor


Sarah Buckwalter
Sarah Buckwalter

Sarah Buckwalter is a Certified Professional Organizer® with over 20 years of experience in home, move and office organization. In January of 2000, she founded Organizing Boston. Organizing Boston is the largest professional organizing firm in New England and the winner of Best of Boston Home™, Best Professional Organizer.

Highly regarded and nationally recognized as an organizing industry expert, Sarah frequently lectures on organizing and business development. She has shared her organizing expertise in print and on dozens of news and television programs. Sarah has appeared several times on the hit television series, “Hoarding: Buried Alive” on TLC.

With a desire to share her experience with fellow organizers, Sarah created Organizing U . Organizing U offers professional organizer training programs, business coaching and an organizing directory.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!