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How to Work with Organizing Clients

Learn how to work with clients and manage organizing projects

So you know you love to organize and you know you want to help people, but going into clients’ homes and offices, getting the job done, and leaving them 100% satisfied is no small task, especially when you’re starting out. In this course, we’ll teach you how to work with organizing clients in a way that meets or exceeds their expectations – so they’ll be a client for life and refer you to everyone they know! From intakes to consultations to estimating time and to project management, we’ve covered all the bases, so you can put your best foot forward and know how to work with your organizing clients in the best way possible.

This program includes four comprehensive courses geared towards working with organizing clients, plus seven client essential communication forms and templates.

Course #1: Clients 101: How to Work with Organizing Clients
So you know you love to organize and you know you want to help people, but going into clients’ homes and offices, getting the job done, and leaving them 100% satisfied is no small task, especially when you’re starting out. In this course, we’ll teach you how to work with organizing clients in a way that meets or exceeds their expectations – so they’ll be a client for life and refer you to everyone they know! From intakes to consultations to what to wear, we’ve covered all the bases, so you can put your best foot forward and know how to work with organizing clients in the best way possible.

Here’s what we’ll cover:
• Consultations
• Scheduling
• Being Prepared and Presentable
• Getting the Job Done
• Handling Client Confidentiality
• Organizing Etiquette
• Handling Challenging Situations

Course #2: Clients 201: Estimating Time and Writing Proposals
Landing larger organizing projects and/or business clients can help you grow your organizing business significantly. But these clients often require written time estimates and proposals. In this on-demand e-Course, you will learn that estimating time and writing proposals is easier than you think. You will learn how to perform consultations, accurately estimate time and create client-winning proposals.

Here’s what we’ll cover:
• Performing Effective In-Person Consultations
• Asking the Right Questions
• Estimating Time
• Hidden Time Factors
• Other Costs to Include
• Writing Effective Proposals
• Following Up
• Closing the Deal

Course #3: Clients 301: Organizing Project Management
Large, multi-step organizing projects require serious organization. We’ll teach you organizing project management, so you’ll know how to develop a plan, coordinate, schedule and supervise organizers and outside vendors, and stay on time and on budget. By being able to take on and manage large organizing projects, you have an opportunity to expand your client list and earn more money!

Here’s what we’ll cover:
• Types of organizing projects
• Planning for a project
• Budgeting
• Coordinating
• Scheduling
• Communication
• Supervising
• Finalizing

Course #4: Clients 401: Working with Hoarders
As a Professional Organizer, you may already be working with hoarders – even if it is not your specialty. 2-5% of Americans fall under the category of hoarders, so there is a large group of people out there who need your help. Working with hoarders can be a very challenging task for a Professional Organizer. If you are ready for the challenge, this course will provide you with everything you need to know to work successfully with hoarders and manage hoarding projects.

Here’s what we’ll cover:
• What is hoarding?
• Why work with hoarders
• How to find hoarding clients
• Performing a consultation at a hoarder’s home
• Using The Clutter-Hoarding Scale
• Types of hoarding projects
• Handling hoarding clients and situations
• Maintenance
• Determining if a hoarder is the right type of client for you

Plus, seven essential client service forms and templates

Estate or Yard Sale Organizing Proposal Template
Win estate and yard sale projects with a comprehensive, professional organizing proposal. This Estate and Yard Sale Organizing Proposal Template has been used successfully hundreds of times. Clients will be impressed with this professional proposal.

This template will help you create a professional proposal for an estate or yard sale organizing project. It includes a breakdown of each part of the process, so the client is clear on what is included and what the cost will be.

Home Organizing Proposal Template
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. It also includes a room by room list for each room of a home, so you can outline the areas you are planning to organize.

This home organizing proposal template has been used hundreds of times and has been proven successful at winning large home organizing projects.

Move Organizing Proposal Template
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. It also includes a room by room list for each room of a home, so you can outline the areas you are planning to organize.

This home organizing proposal template has been used hundreds of times and has been proven successful at winning large home organizing projects.

Office Organizing Proposal Template
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.

As a bonus, we’ve included specific language for different types of office and business organizing projects, including: organizing a plan office (for architects, designers, or developers), office space layout, organizing marketing and advertising materials and organizing a display space or show room.

No matter what type of office you are going to be organizing, you’ll have a project-winning proposal to present.

Paper Retention Guidelines
Reduce paper clutter! Follow these paper retention guidelines to know what paper and records you need to keep and what paper and records you can shred or toss. These guidelines describe, in general terms, the paper and records you should keep for federal tax purposes (personal and business)and for your personal records.

Once you have sorted your paper and determined what you need to keep, you can set up a filing system to keep everything organized. Often an accordion file or small file cabinet is sufficient. At the end of each year, pull out the papers you need to do your taxes and start a new system for the coming year.

Organizing Project Plan Template
The Organizing Project Plan Template will help you outline a plan to manage large organizing projects easily and effectively. This template outlines each phase of a large organizing project. This benefits both you, the organizing project manager and the client. It ensures the each of you know what the project entails to help you make sure you’re on track and on time.

This Organizing Project Plan Template is also helpful if there are others involved in your project, so you can outline their tasks and responsibilities and manage your staff as well as your project.

Organizing Project To-Do List
Manage large organizing projects easily and effectively with this project to-do list. Keep your organizing projects on track and on time.


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.

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