Skip to main content

ASK THE TRAINER

Question: Hi Anne, The training program manuals are great ‘after training’ references. I have been reviewing the information and I have a question about the actual work with clients. I understand the "30 second hook" has the first phase as the complimentary needs assessment.... Is this done over the phone or in the client's house? Has there been a commitment to use your services at this point? Actually onsite certainly allows for better assessment but this could get expensive if they don't follow through. What are you thoughts on how this is usually handled?

Answer: Good question. First of all, the needs assessment doesn’t need to be complimentary. Second, the assessment can be done other than on-site. You can do assessments by phone, e-mail, web site form, in person, or however you choose. I would suggest you do all of your assessments onsite until you are comfortable with the needs assessment questions and have performed enough onsite assessments to understand what you might be “facing”. However, if your client can send you pictures of the areas they need help with that can give you a pretty good visual too. I didn’t start doing “off-site” assessments until last year (year 4). And, I still perform assessments on-site in combination with preparing an Organizing Plan of Action.

All the best,
Anne

Comments

Popular posts from this blog

Are You Ready to Monetize?

Last week I was a panelist for NAPO's Accelerated Learning Series teleclass on the subject of multiple revenue streams.  In case you missed the call, below are the questions the panelists were asked and my responses.  If you are thinking of adding a revenue stream to your professional organizing business and have questions, please post here.

What are your multiple streams of income?  I have four main categories of streams of income.

Client work including hands-on client sessions, coaching (I received my certificate of coach training with Denslow Brown and the Coach Approach to Organizers), Virtual Organizing (I received my certificate of virtual organizing training with Sheila Delson), subcontractors for large projects and when my calendar is full and Contained Home Consultant with The Container Store.Training Professional Organizers including, in-person training seminars, web-based education, downloadable business and client forms.Writing/authorship Author of Get Rich Organizing – …

I love what I do!

Today I’m preparing for the July 15-17 Layer 2 Seminar training and client practicum. I was reviewing the May participant’s remarks to capture improvements to the training curriculum and thought I would share their feedback:
Jenee - Anne and her 3 day seminar really are amazing! Her program was beyond what I expected, she goes the extra mile for every part of it. The only thing I would change is the distance that separates us (Florida-Oregon). Anne truly has so much to offer to this industry, I'm glad I had the opportunity to learn from the best! As I continue in this field I'm excited to have her as a mentor.
Elida - The training seminar, was rejuvenating! It exceeded my expectations and experience! Anne is extremely professional and of course organized!! I love when things just flow and stay on track, and the seminar did just that!
Marie - I found the Institute for ProfessionalOrganizers training to be invaluable in taking my business to the next level. Although I had already w…

NAPO Conference Sparks New Affiliate Program

At the NAPO 2013 Conference Expo I had the opportunity to talk with several NAPO Chapter Presidents and other chapter board members. After I explained the Institute for Professional Organizers™ (IPO™) training program they expressed it is of value particularly to those first entering the profession.  It was exciting to receive validation and support from so many in the Professional Organizer industry!

Whenever I attend conference I discover ways to expand and grow my business.  This year, my expansion will directly benefit you. I have created an IPO™ affiliate program for you to earn passive revenue. As a past IPO™ participant you will earn higher commissions. For those of you involved in a NAPO chapter this is an opportunity for your chapter to earn revenue too.


For each IPO™ Fast Track Method™ Training Self-Study Program sold through an affiliate channel, revenue is shared as follows: General Public/Organizations/NAPO Chapter affiliate earns 3% commissionIPO™ Trained affiliate ea…