Designed for
Professional Organizers, productivity consultants & DMMs
Get your business up and running in no time flat. Contracts, forms, templates and guidance designed with you in mind.
Consulting
Consulting
Consulting
Need assistance getting your business up and running or launching a new service? Hourly consulting services available.
Coaching
Consulting
Consulting
Need some coaching on running your business like a badass - look no further. Hourly coaching sessions available.
Ask a Pro
Consulting
Ask a Pro
Got questions? I've got answers. Hourly Q&A sessions available.
Professional Organizer/Productivity Consultant Products
Ability to add your own Logo and format to fit your business.
Includes:
Professional Organizer's Client Contract
Productivity Consultant's Client Contract
Virtual Organizing/Productivity Consulting Contract
Affiliate Contract
Independent Contractor Contract
Contract templates do not constitute legal advice and are not a substitute for an attorney.
Digital files will be sent via email within one business day.
Contact me if you'd like to purchase a la carte or create a custom bundle.
Ability to add your own Logo and format to fit your business.
Includes:
Professional Organizer's Client Contract
Productivity Consultant's Client Contract
Virtual Organizing/Productivity Consulting Contract
Affiliate Contract
Independent Contractor Contract
Lead Questionnaire Checklist
Client Intake Form
Client Consultation Form
Client Assessment Form
Client Log Form
Client Notes Form
Client Status Form
Statement of Work Form
Photo Consent Form
Project Assessment Form
Project Estimate Form
Project Strategy Form
Invoice Template
Fax Template (PDF)
Contract templates do not constitute legal advice and are not a substitute for an attorney.
Digital files will be sent via email within one business day.
Ability to add your own Logo and format to fit your business.
Includes:
Everything in the Ready to Roll Bundle PLUS
Credit Card Recurring Charges Authorization Form (PDF)
Bank Account Recurring Charges Authorization Form (PDF)
Operations Manual Template SINGLE USE LICENSE
Contract templates do not constitute legal advice and are not a substitute for an attorney.
Digital files will be sent via email within one business day.
Financial Organizer/Daily money manager products
Ability to add your own Logo and format to fit your business.
Includes:
Financial Organizer/Daily Money Manager's Client Contract (Includes Virtual Services)
Consent Form
Affiliate Contract
Independent Contractor Contract
Contract templates do not constitute legal advice and are not a substitute for an attorney.
Digital files will be sent via email within one business day.
Contact me if you'd like to purchase a la carte or create a custom bundle.
Ability to add your own Logo and format to fit your business.
Includes:
Financial Organizer/Daily Money Manager's Client Contract (Includes Virtual Services)
Consent Form
Affiliate Contract
Independent Contractor Contract
Lead Questionnaire Checklist
Client Intake Form
Client Log Form
Client Notes Form
Invoice Template
Fax Template (PDF)
Bank Account Authorization Form (PDF)
Bank Account Recurring Charges Authorization Form (PDF)
Credit Card Authorization Form (PDF)
Credit Card Recurring Charges Authorization Form (PDF)
Investment Account Authorization Form (PDF)
HIPPA Release Form (PDF)
Contract templates do not constitute legal advice and are not a substitute for an attorney.
Digital files will be sent via email within one business day.
Ability to add your own Logo and format to fit your business.
Includes:
Everything in the Ready to Roll Bundle PLUS
Operations Manual Template SINGLE USE LICENSE
Contract templates do not constitute legal advice and are not a substitute for an attorney.
Digital files will be sent via email within one business day.
Operations Manual Templates
Not to be used in conjunction with services provided to third parties.
Ability to add your own Logo and format to fit your business.
Includes:
Operations Manual Template
Operations Manual Appendices
How to Guide
Digital files will be sent via email within one business day.
Ability to add your own Logo and format to fit your business.
Includes:
Operations Manual Template
Operations Manual Appendices
How to Guide
Digital files will be sent via email within one business day.
Certifications & Certificates
Associations
