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Professional Organizer's Toolkit Combo

Professional Organizer's Toolkit Combo

Professional Organizer's Toolkit Combo

This package includes the "Business Toolkit," the "Appointment Toolkit," the "Bookkeeping Toolkit," and the "Marketing Toolkit" at a discounted price (normally sells for $140) -- more than 200 pages of forms, templates, and sample documents. Documents Include:

Appointment Toolkit

  • 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
Bookkeeping Toolkit
  • Invoice Template For Hourly/Daily Jobs
  • Quote Form For Per-Project Jobs
  • Invoice Template For Per-Project Jobs
  • Hourly Tracking For Per-Project Jobs
  • Pricing Calculator
  • Pricing Chart For Hourly Rates
  • Pricing Chart For Shopping Fees
  • Pricing Chart For Travel Fees
  • Supply Shopping List
  • W-9 Form
  • Simple Expense Tracking Form
  • Simple Income Tracking Form
  • Annual P&L Form / Balance Sheet
  • Annual Business Budget
  • Financial Projection Form
Business Toolkit
  • 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
Marketing Toolkit
  • Elevator Speech Template
  • Organizer's Bio Template
  • Sample Press Release
  • Press Release Template
  • Sample Marketing Calendar
  • Client Follow-Up Plan Form
  • Follow-Up / Referral Letter Template
  • Sample Customer Satisfaction Survey
  • Sample Photo Release
  • Additional Services Letter Template
  • 4-Page Newsletter Template
  • Flier Template
  • Direct Mail Coupon Template
  • Gift Certificate Template
  • Social Networking Calend

    RC1050 -- $100.00 (no S&H)
    In Stock - Add to Cart

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