Become a Professional Organizer

The Elements eBook

Every week, I receive emails and contact forms from individuals just like yourself asking HOW I launched such a successful business from scratch. I love sharing my story with them, as well as, all the things I've learned along the way. In an effort to streamline these conversations (and not leave out any helpful information), I've compiled all my tips and tricks into an ebook!

My goal is to help you launch for as little financial investment as possible by revealing all the free features and facts I've gathered as I developed my own company from scratch. We'll talk about how to position yourself as an expert in the field of organizing, set up the scaffolding to run a successful business, and then how to market your business. ​With 30 (8.5x11") pages of content at 12 point font, you know this is gonna be good!
"Hi Lauren! I finished reading the e-book this weekend and it helped me so much!! I had already started working on my brand, but this helped me make some good choices and gave me solid direction. I also have a better sense of where the holes are in my business plan (pros/cons of certification, LLC vs sole proprietorship, building clients and marketing strategy)." - Felicia Williams , Haven Home + Design, Dallas, TX

My Favorite Training Programs

If you already know you'll need a bit more support than an ebook, you need to check out my favorite training system: Profitable Organizer. In addition to the almost twenty hours of video tutorials, you'll get checklists and direct access to the creators for all your business questions. The best part is their money back guarantee. Read my full review OR go ahead and snag instant access to the freebies they offer (even if you never intend to use the full system). 
Take Me to Profitable Organizer
Another great program (with lots of in-depth YouTube videos for your viewing pleasure) is Pro Organizer Studio! They've got a resource library, active Facebook group, as well as FREE and paid classes to jumpstart your career. 
Take Me To Pro Organizer Studio

​Detailed Forms

And while I'm at it, I've even decided to give you access to my extremely detailed and quite powerful paperwork! You can create your own or use mine to save time. All forms are completely customizable! My only request is that you use them for YOUR business and do not resell them. Thanks for helping me to protect my intellectual property!

Client Profile Form

Your client profile will help you keep all your client information handy for easy access. The top of the form contains a place for contact information. The mid section is to track the information discussed during your initial contact with the client. This includes how the client found your services, their specific needs, as well as their assessment date. The rest of the form is your checklist for your on-site assessment. 

Session Log Form

Attach this page to your Client Profile when the client is ready to begin working with you. This Word document is fully customizable to include the services you provide. 

Session logs create clarity between you and your clients, as well as add value to the work you do. 

Income + Expense Tracker

It's important to know WHAT you're spending your money on and WHERE income is generated. This information helps you to make powerful, informed decisions as you expand your business. 

This Excel spreadsheet contains 13 pages (one for each month and an annual summary sheet) so that you're always up to date. Formulas and linked values allow you to simply type in your income and expenses while the spreadsheet does the rest.

End of Project Summary + Testimonial Form

Give your client something to remember you by on your last date of service. This form includes a summary of work completed as well as when to expect a followup call. This is a great way to remind your clients of all that you've accomplished by highlighting each goal that was met.

This form also includes a testimonial and referral request. It's fully customizable and waiting for your logo!

Other Services to Help You Run Your Business

Anyone running a small business knows that you need more income than to simply pay wages. You need income to pay for the payment processor, electronic document delivery system, client management system, bookkeeping, and scheduling systems. All those little fees add up, which is why I love it when some of these companies offer an affiliate service. In other words, bigger companies pay smaller companies a marketing bonus when the smaller companies help other smaller companies learn about the big guys. These bonuses are of NO COST to consumers; they're simply a "thank you" from the big guys. 

Here's who we'd recommend. If you have a specific question about any of them, shoot us an email and we'll be happy to share our experience :)

17HATS
Client Management System with Bookkeeping ($11/mo --- but save an EXTRA 10% when you use our link)

ACUITY SCHEDULING
Online Scheduler for Staff, Classes, and Clients ($25/mo)

AMAZON
Online Shopping (Business accounts get FREE shipping over $25 without a membership)
BUFFER
Social Media Scheduler (FREE for companies who don't need ALL the social media platforms --- no affiliate bonus here, just an amazing product that we think you should know about)

CHEC.IO
Document Delivery for Selling E-Books, Etc. (Small fee only when you make a sale, no monthly fees --- no affiliate bonus here, just an amazing product that we think you should know about)
SQUARE
Online Payment Processor AND Storefront for Selling Products/Services AND Scheduling (Roughly 3% fee on transactions, but when you use our link, you get FREE processing on the first $1,000 in sales)
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WEEBLY
Website Design and Hosting (FREE for companies who don't mind the .weebly extension in their domain)
Find your domain and create your site at Weebly.com!
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