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This Joyful House

Professional Organizer Business Bundle | Customizable Canva Template

Professional Organizer Business Bundle | Customizable Canva Template

Regular price $45.00
Regular price Sale price $45.00
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  • Digital Download


Calling all Professional Organizers! Start your business off on the right foot with expertly designed templates.

The Professional Organizer Business Bundle features 30+ pages of essential business forms and bonus Excel Spreadsheets: Invoice, Annual Budget Tracker, and Monthly Budget Templates.

You can customize your bundle with Canva for FREE - no software required. Easily add your logo, change colors, or even update the fonts!


👉 Business Plan: (2 pages)
Simplified business plan outlining your vision, business overview, pricing, marketing, objectives, and action plan.

👉 Client Consultation Form: (2 pages)
For in-person or over-the-phone consultations, collect all the essential information to help you get started.
Includes 1-page consultation specifically designed for Businesses.

👉 Client Assessment: (2 pages)
Determine your client's organizational profile and goals for their space with bonus full page for taking additional notes.
Includes 1-page assessment specifically designed for Businesses.

👉 Project Proposal: (1 page)
Outline your action plan, recommendations and homework for your clients. Includes prompts to help you craft your proposal.

👉 Project Planner (1 page)
Keep track of each client's project with this one-sheet planner. Includes space for project overview, action plan, To Dos, and includes a timeline and project completion tracker. I recommend making a copy for your clients so everyone is on the same page.

👉 Measurement Spreadsheet:
Note of the dimensions of the overall space as well as shelving, cabinetry, and furniture. Knowing specific measurements is crucial for creating your client's custom storage solution.

👉 Room Assessment:
Assess each space noting your immediate observations, recommendations, and make a quick sketch of the space to reference later.

👉 Design Plan:
An upgrade to basic graph paper, you can craft the perfect room layout or pantry design with this customer friendly planner.

👉 Shopping Wish List & Product Tracker:
Keep track of your storage solution shopping list while keeping your customer's budget and design preferences in mind.

👉 Mileage Record:
Make tax time easier by tracking your mileage to and from appointments.

👉 Client Contacts:
Store your client contacts and pertinent info in one place.

👉 Vendor Contacts:
Have your go-to contractors and vendor info handy while you're on the job.

👉 Photo Release & Social Media Consent Form:
Grants permission to use before & after photos of your client's space for marketing purposes.

👉 Contract: (5 pages)
An all inclusive document laying everything out for the client. The contract lists the NAPO code of ethics, specifies services to be performed (residential & business options), outlines client responsibilities, and all terms of service including: Project Completion & Follow-Up, Project Outcomes & Process Ownership, Appointments & Cancellations, Purchasing Supplies & Other Services, Charges & Payments, Refunds & Contract Termination, and Liability clauses.

👉 Generic Confidentiality Agreement

👉 Change Order Form:
A document specifying any requested changes and price adjustments.

👉 Client Invoice Template
Simple invoice template that's easy for customers to understand. You can customize the line items and pricing as needed.

👉 Annual Business Expense Tracker: (2 pages)
Track your annual spending and stay on top of finances. Includes pre-filled and blank templates.

👉 Project Tracker:
Manage all of your clients and active projects, from start to finish, in one glance.

👉 Gift Certificates:
4 gift certificate templates for one 3-hour organizing session and 1 90-min. virtual session.

- Work Bag: A list of go-to products to keep in your work bag.
- Business Management Tools: List of recommended tools and services.
- Pricing Response Email Templates: For when clients say you're "too expensive"

LEGAL NOTICE: Please be advised that laws do vary by state. It is recommended to have your contract reviewed by an attorney familiar with your state laws. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. All liability with respect to actions taken or not taken based on the contents in this bundle is hereby expressly disclaimed.

• You will receive a PDF download that includes a Canva and instructions.
• Print at home
• NO physical product will be mailed
• You own the Professional Organizer Business Bundle for LIFE!
• Letter Size, 8.5 X 11
• Not for resale.

Thank you for shopping with This Joyful House and best wishes on your new venture!

Follow us on instagram @thisjoyfulhouse for more organizing tips & inspiration.

Materials: digital download

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