PLANNERS 101
THE CLIENT
IN-HOME SESSIONS
DECLUTTERING
FORMS
100

In mapping out your day your shirt is your.....?

What is calendar

100

When a potential client contact us desiring in-home services the first step is to....

What is complete a discovery call. 
100

This is the minimum amount of team members required for an in-home session

What is 2

100

The first step to the decluttering process is to...

What is set up your purging station.

100

What form do you use to log a clients space measurements?

What is the measurements spreadsheet. 

200

What are the four common planner sizes?

What are Personal, A5, half-letter and letter

200

During a in-home assessment the organizers will obtain the following 5 key items (P.A.M.P.A)

What is Photos, Assessment, Measurements, Pricing and Availability.

 

200

When in a session and you want to visually divide up the room for the client in sections what tool do you use

What is painters tape.  

200
What is a tool that you can give a client to help them with the decluttering process

What is the decluttering guide

200

What form do you use to plan out a clients organizing project?:   

What is the project Planner.

300

A password log insert is considered a....?

What is amenity

300

These two items are sent to the client within 24 hours after their in-home assessment.

What is Estimate and Project Proposal

300

If a client has a three session package this is the percentage of their savings.

What is 10%.

300

A client has a stack of user manuals for all of her appliances.  How do you declutter this stack. 

What is encourage client to place in the trash pile.

300

What form do you give a client to let them know the cost of a project?

What is the Estimate.

400

The main companies that specialize in selling discbound planners is....

What is TUL & Levenger

400

Client estimates are good for how many days?

What is 10 days. 

400
What is the last thing that you do after each session in a clients space?

What is take a photo of the space. 

400

what are the typical sorting categories when you set up a sorting station?

What is Keep, Donate, Other, Trash

400

What form is required before a prospect is considered a "Client"?

What is the client contract. 

500

Ringbound and discbound are types of....

What are planners.

500
One in-home organizing session with two organizers is how many actual hours and how many working hours?

What is 3 actual and 6 working hours.

500

A client project requires more than two organizers.  What is the additional cost per additional organizer

What is $187.50 per session for each additional organizer. 

500

In a sorting station, what is the "Other" category for?

What is things that you are keeping that belong in another part of the home. 

500

What form helps us keep track of all of an organizers clients?

What is the project tracker?

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