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PROFESSIONAL ORGANIZER'S TOOLKIT COMBO


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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