Learn>Be an organizer >Table of Contents

FUNdamentals

Table of Contents

Section I – Getting Started

To Be or Not to Be

Pros & Cons

Getting Your Business Organized

About the Industry

Planning Your Business

Operating Legally

Insurance

Business Plan

Transition to Self Employment

Scheduling

Pricing & Fees

Policies & Procedures

Cancellations

Invoicing

Payments

Kitchen Sink

Estimated Taxes, Sales Tax

Contact Management

Finances & Bookkeeping

Recommended Reading

Section 2 – Marketing For Organizers

Defining Your Ideal Client

Experiences

Interest

Ideal Client Profile

Niches are Nice

Defining Your Message and Your Mission

Reaching Your Market

Passive Marketing 

Active Marketing

Blending Active & Passive

Marketing Collateral

Business Cards

Brochures

Web Site

Passive Marketing

Phone Book

Advertising

Active Marketing

Networking

Speaking

Writing

Click here for Rates

Section 3 – The Organizer on the Job

Philosophy

Code of Ethics

Tools of the Trade

Conducting Assessments

Purpose

Getting in the Door

Getting it done

Safety

7 P’s of the Assessment

Action Plan

Next Appointment

Section 4 - Organizing by the Rules

Rules & Sequence

Principles That Work

The ABC’s of Organizing

Section 5 - Organizing the Office

Filing

Reference Filing 101

Action Files

Other Ticklers/Action Files

Office Organizing

Computer Files

Email Organization

Section 6 - Time Management

Planner vs. Calendar

Time Matrix – Franklin Covey Style

Time Mapping

Section 7 - The Finer POints

Before the Appointment

During the Appointment

After the Appointment

Publicity

Future Industry Models for Success

Additional Revenue Streams

Resources

Click here for Rates

 "The Professional

Organizer has been an excellent resource for me as I start out my new career as a Professional Organizer.  I gained the confidence I needed to get started. "
 
-- Deb Vande Loo
The Professional Organizer
Roswell, GA

• Sign me up!
• Rates

"When I began my pursuit of becoming a Professional Organizer, I had no clue where to start. After researching many other mentors, I chose Allison and I couldn't be happier. Through our sessions, not only did I gain necessary knowledge , but she also helped me develop the confidence I needed as a small business entrepreneur.

Moreover, Allison continues to encourage and inspire me with creative ideas and expert advice when I need it most.

Allison is certainly gifted as both an organizer and as a mentor. I could not have succeeded without her guidance."

-- Brandi Booher

The Professional Organizer

Ft. Lauderdale, FL

• Assessment & Action Plan
• Box Signs
• Client Handouts
• Clutter Counter
• Emergency File
• Evaluation
• Flyer
• Gift Certificate
• Hours Tracker
• Newsletter Sign Up
• Permission Form
• Policies Form
• Presentation Invoice
• Presentation Contract
• Presentation Checklist
• Presentation Flyer
• Press Release
• Sample Proposals
• Prospect Interview
• Purpose a Room
• Start-up List
• Work Summary
• Home Manager File System
• Home Manager Action Files