PROFESSIONAL ORGANIZER'S BUSINESS TOOLKIT

FORM SAMPLE


FORM SAMPLE

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