Tag Archive: standard operating procedures

Checklists and Contracts and Agreements – Oh my!

It’s amazing how many different forms you need in order to operate a professional organizing business! Some are just for your own use, such as client information sheets, assessment forms, and checklists. Others, such as invoices and letters of agreement, communicate important information to your clients.

Organized Assistant forms

Getting Paid for Your Services

A reader sent me the following question: There are a decent number of people in my town with good income, but the majority are low income, and I am concerned with getting paid. How do you go about getting a deposit up front? Is there some way to ensure that you get paid for your services?

Agreement Signing

What is SOP, and do I need it?

SOP stands for Standard Operating Procedures, and it’s something every business needs, even one-person, home-based businesses. It may cover financial issues, including deposits and cancellation fees; branding issues, such as how the telephone is answered and what font is used in correspondence; administrative issues, including the forms and checklists you use internally and when working with clients; and much more.

document

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