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FORM SAMPLE

FORM SAMPLE
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If you want to succeed as a Professional Organizer, you need the right tools -- and that includes practical administrative tools like contracts and agreements, business plans, intake and assessment forms, and tracking sheets. But you don't have to worry about creating everything from scratch, because I've put together the perfect business "jump-start" kit.
This kit includes 61 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 in the administration of your business:
- Mission Statement Template
- Vision Statement Template
- Sample Business Plan
- Business Plan Template
- Intake Form Template
- Assessment Template
- Proposal/Bid Template
- Sample Contract
- Action Plan Template
- Client Appointment Log
- Client Contact Log
- Sample Content Licensing Agreement
- Sample Referral Agreement
- Sample Independent Contractor Agreement
- Weekly Scheduling Form
Having an attorney, business coach, or assistant create all of these documents for you from scratch could easily cost you several hundred dollars -- but why would you want to when it's all been done for you? Instead of wasting your precious time on administrative chores, wouldn't you rather hit the ground running and focus your attention on serving your clients?
This entire kit is available for only $35, a great bargain for any Professional Organizer (see links below for a description of the documents you will receive.) And if you're looking for an even bigger savings, remember that these toolkits are also included at a discounted price with the purchase of my toolkit combo package, training / mentoring programs, and discount start-up packages.
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TOOLKIT
RC1044 -- $35.00
(no S&H)
In Stock - Add to Cart
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TOOLKIT COMBO
RC1050 -- $100.00
(no S&H)
In Stock - Add to Cart
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