THE COMPLETE CLIENT PROCESS

Asana Project Template for Home

Organizing Clients

P R O O R G A N I Z E R S T U D I O . C O M

T h e   C o m p l e t e   C l i e n t   P r o c e s s   T e m p l a t e

INQUIRIES FOR IN-HOME: schedule call

tag for follow-up

schedule consultation

take pictures

decide package & scheduling

take payment & schedule all dates

create brief write-up of client plan

send write-up & mood board

FIRST TIER SESSIONS: de-cluttering

sorting

donation & trash

add new info to client folder

add hours worked to client package doc

document direct consultative hours

POST-SESSION: space planning

product sourcing

shopping

sell further sessions as necessary

document end results of services

take pictures

get testimonial

set follow-up schedule

SECOND TIER SESSIONS: organizing

THIRD TIER SESSIONS: maintenance

P R O O R G A N I Z E R S T U D I O . C O M