Reclaim Professional Organzing
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DOCUMENTS

Documents

You have decided to take the leap and start your own professional organizing business. Congrats! Be prepared and protected with these important documents. After payment has been received, documents will be available for download.

PROFESSIONAL ORGANIZING BUSINESS STARTUP CHECKLIST

A step-by-step checklist to starting your own professional organizing business.

 

RESIDENTIAL PHONE ASSESSMENT

When a prospective client calls, you’ll want to be prepared. This editable three-page document outlines the questions you should be asking, as well as those you should be prepared to answer.

 
Note: The following documents have been prepared by an attorney specializing in business law. You may consult with an attorney to ensure the documents comply with your applicable state laws.  Also, there are several similarities to the residential and commercial documents, due to the nature of the business. The release agreements included in the residential and commercial organizing document packages are identical.

RESIDENTIAL CLIENT SERVICE CONTRACT

Once you have secured a new residential client, you’ll want to make sure that you are legally protected. This editable two-page document clearly states your policies, ensuring clear communication between you and your client.

 

PROMOTIONAL MATERIAL RELEASE AGREEMENT

Before and after photos are a great promotional tool to show prospective clients your work. This document secures permission from your client to use photos of his/her space.

 

PROPERTY REMOVAL RELEASE AGREEMENT

If you drop off donations to a charity on behalf of a client, this document secures permission from your client to donate those items.

 

RESIDENTIAL PROFESSIONAL ORGANIZING DOCUMENT PACKAGE

Save 20% by purchasing all four documents. Includes Residential Phone Assessment, Residential Client Service Contract, Promotional Material Release Agreement and Property Removal Release Agreement.

 

COMMERCIAL PHONE ASSESSMENT

When a prospective commercial client calls, you’ll want to be prepared. This editable three-page document outlines the questions you should be asking, as well as those you should be prepared to answer.

 

COMMERCIAL CLIENT SERVICE CONTRACT

Once you have secured a new commercial client, you’ll want to make sure that you are legally protected. This editable two-page document clearly states your policies, ensuring clear communication between you and your client.

 

COMMERCIAL PROFESSIONAL ORGANIZING DOCUMENT PACKAGE

Save 20% by purchasing all four documents. Includes Commercial Phone Assessment, Commercial Client Service Contract, Promotional Material Release Agreement and Property Removal Release Agreement.

 

ACTIVITY LOG PACKAGE

It is important to keep accurate records for your organizing business. This package includes: Leads Activity Log, Organizing Hours Log, Mileage Log, and Business Expenses Log.

 

ONE-ONE-ONE COACHING CALL

Learn how to best use these documents with a one-on-one coaching telephone call with Allison.

$40 for 30 minutes

 

$80 for 60 minutes