Solutions, Strategies, and Systems for successful Professional Organizers. Get the latest tips, how-tos, and more on the blog.

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The Booking Workflow: What It Is, What It Includes, & Why You Need It

I love creating workflows for everything! Someone misses a scheduled consult, I’ve got a No Show workflow for that, someone isn’t sure if they are ready to move forward with service and needs a follow up, yup – I’ve got a workflow for that too.  But out of all the workflows, my favorite workflow to […]

Dubsado

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7 Things Every Professional Organizer Needs to Include in Their Proposals

Congratulations! You just got a brand new lead… so what happens now? How do you convert that lead to an actual paying client? The answer is a proposal. A well-prepared proposal is the difference between booking new clients on repeat and letting opportunities pass you by.  With the right proposal, you can improve your close […]

Dubsado

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Your Ultimate Guide to Improving your Client Experience

The Importance of Client Experience As Maya Angelo once said – “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” When hearing this quote, it makes me think about how important client experience (Client XP) is – no matter what business you’re […]

Client Experience

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