Want to confidently turn initial inquiries into long-term client relationships and successful organizing projects? This course is your roadmap to building strong client relationships from the very first interaction. Learn the five essential steps to guide potential clients to a “yes,” from the initial contact to the final agreement. You’ll discover how to effectively gather information, conduct productive on-site or virtual visits, craft compelling estimates, and establish clear agreements. By mastering these assessment skills, you’ll lay the groundwork for successful organizing projects and satisfied clients.
This Course Will Help You
- List the five steps involved in securing a professional organizing client
- Self-assess your qualifications to support the five reasons clients call for help
- Reflect on your readiness to take on the various roles a professional organizer may be expected to fulfill
- Evaluate reasons to decline a professional organizing opportunity
- Create procedures for adapting project expectations when the timeline is impacted
Why Choose This Course?
A roadmap to building strong client relationships, this course provides you with the skills and confidence to effectively engage with potential clients, understand their needs, and establish the foundation for a successful working relationship. You’ll learn how to make a positive first impression, gather crucial information, and guide clients through the decision-making process, ultimately leading to more bookings and successful projects.
Courses with this icon are one of the ten required courses needed to be eligible to take the Trained Professional Organizer Program exam.
What our students are saying
“Very useful for a beginner like me. I get to know how to go step by step. It provides total guidance to start or initiate the process.”
“Even though I have been doing this a long time, I learned so many new things! Such a valuable point about meeting people at very vulnerable points in their life, and realizing they may not be at their best.”
Course Presenter: Edith Dandenault
Edith has been a member of Professional Organizers in Canada since 2005 and a POC course facilitator since 2018. She is a certified teacher with a Bachelor of Education, and has a wealth of experience in teaching in several languages. She also has a Masters Degree in Applied Linguistics and Psychology.
Edith specializes in helping clients manage transitions and understanding the psychology of parting, grief, and loss. She has been an organizer in 6 different countries using 6 different languages around the world. She has crafted the tools needed to fully support and explain what we do as organizers. Every hour of study with her will bring you closer to your goal for a fulfilling career as a professional organizer.
Course Format
This course is delivered online and includes a video and manual. The video is approximately one hour, which you can pause, rewind and re-watch to fully immerse yourself in the materials. The video includes 3 code words which must be submitted through the course page. Upon successful submission of your code words, your record of learning will reflect successful completion of the course. The comprehensive manual includes activities, additional materials and resources.
Course Investment & Registration
Prices do not include GST/HST.
