UNIT D OVERVIEW

Professional Organizing Course

In Unit D of your Professional Organizing course, find out how to get to know your clients to create custom organization plans for their current and future needs.  Explore different client groups, including seniors and sentimentalists, and study personalized interior design plans for each profile.  Learn how to develop and maintain excellent client relationships in any professional organizing job, and know which skills you’ll need to do so. Find out how to secure your first clients, and how the AIDA formula is highly beneficial to all professional organizing careers. Become familiar with the day-to-day duties of a professional organizer with examples of customer contracts and invoices.

Client Profiles

Professional organizing clients tend to share certain characteristics, and can be placed into groups to better understand their needs. Explore common client profiles such as whirlwind, sentimental, and pack rat clients. Study personalized plans for each group, and how to create organized, custom interiors for these specific clients while respecting their history.

Working with Clients

As a certified professional organizer, you’ll develop deeply personal relationships with your clients. As you complete each professional organizing job, relationships with clients should be maintained in order to ensure your future success. Explore the interpersonal skills required in this field, including professionalism, honesty and creativity. Learn the difference between hot, warm and cold prospects, and study examples of how to sell your home organizing services to each one. Become familiar with the AIDA formula, how to secure your first clients, and techniques for closing a sale.

The Professional Organizer

Find out what happens when you’re hired for a professional organizing job, including the five steps of the organizing process. Delve into each of these five steps, beginning with the initial consultation and an example of the Client Needs Analysis form. Next, discover how to prepare a customer contract, execute the project, and put systems in place to keep your client’s home tidy in the future. Learn how to invoice your client by using a provided template, and ensure that your professional organizing services are properly compensated.