Essential Forms for Professional Organizers

Launch your Business Faster with these Customizable and Editable Forms

Starting a Professional Organizing business takes time.

What if there was a way to shortcut that start up time so you could spend more time gaining experience and earning money?

I put together my Essential Forms course to do just that!

These are the business forms I use on a regular basis so I can earn a full-time salary working as a Professional Organizer.


This program has editable and printable templates including -

▶ new client intake and phone consultation forms
▶ project planning forms for creating action plans
▶ client agreements including photo release
▶ testimonial requests
▶ contractor agreement

Each form comes with an instructional video tutorial explaining

its function and customization.

Get started now!

+ Plus These Bonuses!

#1 You'll get a copy of my Discard Directive for when the client allows you to toss certain items on their behalf, a procedure that expedites the downsizing process.

#2 You'll also get my Business Discovery Guide. This guide is filled with questions and conversations you'll have with your accountant, attorney, insurance agent, and government officials about launching your business.

Course Curriculum

  Welcome to Essential Forms for Professional Organizers
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  Client Agreement
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  Getting Testimonials
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  Expand your Business - Contractor Agreement
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  Bonus: Discard Directive
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days after you enroll
  Bonus: Business Discovery Guide
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days after you enroll


Your Instructor

Katherine Lawrence
Katherine Lawrence

Katherine Lawrence is a Certified Professional Organizer with 20 years’ experience downsizing and decluttering homes. She is a featured organizer on TV’s Hoarders, clearing out homes side-by-side with experts like Matt Paxton, Cory Chalmers, Dr. Zasio, and Dr. Tolin. Her YouTube Channel on downsizing, decluttering, and the business of organizing, receives over 10,000 monthly views and boasts over 6000 engaged subscribers.

Her company, Space Matters, has received local and national TV, Radio, and Print attention, and Katherine is quoted as a source in blogs by Better Homes and Gardens, Family Handyman. Goodwill Industries, and others. Links to her own blog receive over 100,000 monthly views on Pinterest and 60,000 new users discovered her blog in the last year.

She has the distinction of being in the first class of certified organizers when the Board of Certification for Professional Organizers (BCPO) created the CPO designation in 2007. She studied and received certificates from the Institute for Challenging Disorganization (ICD), a national study group providing education, research, and strategies to benefit people challenged by chronic disorganization. In 2019 she trained with Marie Kondo and her team to become the first Certified KonMari Consultant in her market and is now equipped to teach clients about this unique clutter clearing strategy.

Katherine was the founding president of the Richmond Virginia chapter of the National Association of Organizing and Productivity Professionals (NAPO), and has presented many times at NAPO’s annual conference to an audience of her peers. Known as the organizer who trains other organizers, Katherine has logged 1000s of hours training and coaching her students to become professional organizers via her YouTube channel and online school “Boot Camp for Organizing Bosses”.

Somehow comfortable working knee-deep in clutter and taking a high-level, academic approach to how large-scale decluttering projects are managed, Katherine is comfortable in the field, writing on her laptop, and working in front of a camera. Sometimes doing it all in the same day! As an adventure and travel-loving country girl, she sees each day as an opportunity to learn something new and share her knowledge and experiences with colleagues, in her Facebook groups, and with team members working on the set of Hoarders.

When she is not thinking about downsizing and decluttering, you’ll find her on the tennis court, cooking plant-based meals in her super-organized kitchen, or hiking and chilling out on her farm in central Virginia with her husband and rescue dogs.

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.