PROFESSIONAL ORGANIZER'S APPOINTMENT TOOLKIT

FORM SAMPLE


FORM SAMPLE

If you want to succeed as a Professional Organizer, you need the right tools -- and that includes practical service-oriented tools like time-tracking logs, decision-making aids, retention guidelines, and record-keeping sheets. But you don't have to worry about creating everything from scratch, because I've put together the perfect appointment "jump-start" kit.

This kit includes 74 pages of forms, templates, and sample documents designed specifically for Professional Organizers. Each one is fully customizable -- no password-protected PDFs, no read-only files, no re-creating the wheel. Edit any word or clause to suit your needs and preferences. Change the font or margins, if you like. There is dedicated space on every public document for your logo and company information. And fill-in-the-blank spots let you know where you need to make a business policy decision. You will find yourself using these documents over and over again during your client appointments:

• Appointment Reminder Card
• Decision-Making Signs
• Sorting Signs
• Paper Action Sorting Signs
• Filing Category Creator
• Records Retention Guidelines
• Document Locator Checklist
• Household Inventory Sheet
• Time Log
• Delegation Log
• Interruptions Log
• Procrastination Log
• Master Task List Form
• Daily To-Do List Form
• Not-To-Do List Creator