For years, I have been contacted by professional organizers to see if I have some business templates for purchase. Well, here they are! These business templates are what every organizer in business needs. They provide the foundation of a well-protected business legally and financially. They make it easier to operate your business, and to sell it someday as the business is “blueprinted” through the use of these templates over time. Designed by an attorney, professional organizer and business coach/consultant/strategist, they are field tested and will save you from having to reinvent the wheel, copy something from the internet that is not applicable and will, therefore, not hold up in court, or spend tons of money on an expensive attorney that doesn’t understand the organizing industry.

  • Client Agreement Template for Professional Organizers (PDF and Word versions, plus 2 accompanying articles as resources)

    One of the most important documents a business owns is its Client Agreement. Yet, so many business owners either fail to use one at all, or use one that they do not understand. It is imperative that you understand your own Client Agreement. If you do not understand it, then there is no meeting of the minds with your client and, therefore, no valid contract.

    An agreement does not have to be written in hard-to-understand “legalese” and scare the client away. It should be professional, but easy-to-understand and enforce, and serve as a form of communication and understanding between the parties. This Client Agreement Template is just that.

    Drafted by an attorney and professional organizer based on years of experience working with organizers as a business coach and legal consultant, you will be able to easily tailor it to your business needs. It is comprehensive in scope, including a list of clauses you may want to include in your Client Agreement, as well as an actual Template Agreement with the most common and important clauses written out word for word, making it ultra-easy to change a few words here and there and use it immediately! It also includes Editor’s Notes throughout to prompt you and assist you with customization, and two articles to explain some key topics.

    And as a special bonus, it includes lifetime updates. Just like a GPS device comes with lifetime map updates, this product will be periodically updated and you will be alerted to any revisions. Protect yourself and your business, and demonstrate to your clients the true professional that you are by using a professional Client Agreement.

  • Independent Contractor Agreement Template (PDF and Word versions with bonus 75 minute audio & 1 accompanying article as a resource)

    Are you using a virtual assistant, graphic designer, webmaster, associate organizer/coach/consultant/speaker, photographer, or other person to help you run your business?

    Then this Independent Contractor Agreement is perfect for you! Often times, business owners want to use contractors, but refrain from doing so because they don’t have the proper documentation in place. By law, independent contractors own their work product, unless you change that by agreement. With this well-crafted agreement designed to clarify the relationship between you and your contractors, and provide legal protection exactly where you need it, there is nothing stopping you from expanding your business and using contractors to work with more clients and increase your income.

    This product is comprehensive in scope, including a list of clauses you may want to include in your Independent Contractor Agreement, as well as an actual Template Agreement with the most common and important clauses written out word for word, making it ultra-easy to change a few words here and there and use it immediately! It also includes Editor’s Notes throughout to prompt you and assist you with customization, a 90 minute audio interview discussing the difference between independent contractors and employees, and an article covering the 20 IRS factors used to determine independent contractor status.

    And as a special bonus, it includes lifetime updates. Just like a GPS device comes with lifetime map updates, this product will be periodically updated and you will be alerted to any revisions.

Optional Business Coaching Strategy Session

For a limited time, when you check out, you’ll have the option to add a Business Coaching Strategy Session for only $150.00! Just click the Buy Now button below and look for this special offer!

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About Lisa Montanaro

Lisa Montanaro is a Productivity Consultant, Success Coach, Business Strategist, Speaker and Author who helps people live successful and passionate lives, and enjoy productive and profitable businesses. To receive her free Toolkit, Achieve Powerhouse Success with Purpose, Passion & Productivity, visit www.LisaMontanaro.com/toolkit. Lisa is the author of "The Ultimate Life Organizer: An Interactive Guide to a Simpler, Less Stressful & More Organized Life" published by Peter Pauper Press. Through her work, Lisa helps people deal with the issues that block personal and professional change and growth. To explore how Lisa can help you be purposeful, passionate and productive, contact Lisa at (530) 302-5306 or by e-mail at Lisa@LisaMontanaro.com.