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Upstate Clutter Coach

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Client Profile Form $10.00

This two-page editable Word document is exactly what you need to keep track of each client's pertinent information. From the time the lead first comes in, until the day you finish your consultation, this two-page document will help you to stay organized as you identify needs, assess the situation, and create goals.

This document is for personal use only and shall not be resold. It can be downloaded up to three times within the first three days of receipt, so act fast when it comes to your inbox!

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Session Log Form $10.00

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. Currently, it tracks the date of service, services provided, number of organizers on site (for those who use teams), weekend/evening surcharges, travel fees (for those clients who are beyond your typical service area), start and end times including breaks, as well as a place to indicate if any money was paid and a place for the client to initial each time.

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

This item is for personal use only and shall not be resold. It can be downloaded up to three times within the first three days of receipt, so act fast when it comes to your inbox!

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Income + Expense Tracker $25.00

As the daughter of an accountant, tracking my finances has always been a top priority. 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 a summary sheet that totals all categories per month to create an annual overview of spending as it auto-populates values from your monthly sheets. It will help you to understand the seasonal cycle of organizing jobs, which tells you when to take vacations, focus on your blog, or even offer workshops as an additional income stream.

The spreadsheet also contains monthly worksheets so that you can easily enter each income or expense item. This function is extremely helpful when balancing the money you THINK you have to what's actually in the bank. It will also help you to keep track of the times you've spent money on your business out of your own pocket and need to reimburse yourself for the temporary loans.

While I do not provide support on the spreadsheet, your accountant and tutorials found on YouTube can help you identify which categories you need to use, how to use them, and how to expand them for future growth.

Basic instructions are included on the Summary and January worksheets.

This item is for personal use only and shall not be resold. It can be downloaded up to three times within the first three days of receipt, so act fast when it comes to your inbox!

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End of Project + Testimonial Forms $10.00

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!

This item is for personal use only and shall not be resold. It can be downloaded up to three times within the first three days of receipt, so act fast when it comes to your inbox!

$10.00 Close Add to Cart