Professional Organizer Training and Assessment
If you think you might be interested in becoming a Professional Organizer, I would be delighted to guide you through the process of getting started! Connecting with other professionals is exactly how I got started myself, and I’m happy to help and share all that I have learned over the 12 years that I have been running my business.
I take an informal approach to this training session. While I will try to cover all the basics, I ultimately let you decide what topics are most important to you. If you have a long list of questions and would prefer to focus on getting those questions answered, I can do that too. Ultimately, I am here to help you decide if this career choice is a good fit for you, and to provide you with a clear path forward if it is.
My goal is to give you a comprehensive overview of what it truly takes to build a successful professional organizing business.
Here’s a list of some of the key areas we will cover to get you off to a strong start:
- Help with deciding if this field is a good fit for your personality: We can explore the day-to-day realities of the job, the emotional intelligence required, and whether your strengths align well with the demands of professional organizing.
- Business operations, policy practices, and procedures: How to set clear boundaries, cancellation policies, payment terms, and what should be included in your client agreements to protect both you and your clients.
- The client intake process: A detailed walk-through of how to efficiently manage initial inquiries, conduct consultations, and onboard new clients. We’ll discuss effective questioning to truly understand client needs.
- Legal & financial considerations: Basic business structures (e.g., sole proprietorship vs. LLC), the importance of liability insurance, and how to approach pricing your services and invoicing.
- Confidentiality: Understanding the importance of professional ethics, maintaining client confidentiality, and handling sensitive situations with grace.
- Branding & niche identification: How to define your unique brand identity and whether specializing in a particular niche (e.g., small business organizing, digital organizing, senior downsizing) might be a good strategy for you.
- Marketing: strategies to reach your ideal clients, from online presence and social media to local networking and referral programs.
- How to obtain training and explore resources: Navigating the various educational opportunities, professional associations (like NAPO)
- Workflow management: Tips for managing your clients, and your schedule effectively. Including what 4 client intake forms I use to keep myself organized. These will give you a great head start in structuring your own client management.
which option is best for you?
1-Hour Session
This is a more concise session. Once registered, I will reach out to via email and ask you to identify which 5 of the above topics are most important to you, and we will cover those topics. We will also leave some time (approximately 10-20 min) at the end of the session for any specific questions you may have.
2-Hour Session
A 2-hour session will give us a solid block of time to cover all the above important topics, and leave ample time for you to ask me all of your specific questions about the field of Professional Organizing. This session is best if you are wanting a more comprehensive training, and it will allow you to walk away with a clear understanding not only of what it takes to become a Professional Organizer but whether or not this field is a good fit for you.
are ready to start your professional organizing journey?
Click below to sign up and you will be on your way to moving forward!
Please contact me below if you don’t see a time slot that works for you…we’ll find a time that better accommodates your schedule. Also feel free to contact me if you have questions you would like answered before signing up. I look forward to talking with you!
organizing tips
18 School Organizing Routines for the ADHD Family
By putting some helpful organizing routines into place, you can help your ADHD family avoid stress and feel more in control as the first day of school approaches.
College Dorm Organizing Ideas: The Ultimate Guide
When it comes to dorm organizing, the key is to ensure that you have everything you need, and nothing that you don't.
