Virtual Organizing (with free Templates)

Virtual organizing is growing quickly in popularity. There are a few different methods that professional organizers utilize virtual organizing. We’ll cover the two primary methods here:

Virtual Organizing via Video

When an organizer can’t be there in person, some use virtual organizing to be there via video. In this process, organizers are live via a platform such as FaceTime or Zoom, with their clients, advising clients, offering suggestions, or simply encouraging them as they go through the process themselves. Personally, I’ve never been a huge fan of this method, simply because it feels akward to me. But I know many an organizer who has made it work for them. 

DIY Plan & Virtual Support

The other popular way of virtually organizing is connecting virutally with clients and then providing them with a DIY plan of sorts, based on their specific space and needs. This is the method that I use. When COVID-19 hit, this method helped me stay in business and keep my clients busy during the long months of self-isolation. Below, I share some free templates that you can customize to make your own and tailor to your clients needs. These can be adapted to any space, so if you don’t see the one you need just change it up. 

Bedroom or Closet Template

Kitchen Template

Office Template

Bedroom or Closet Virtual Organizing Template
Office Virtual Organizing Template

A few things I love about this method of virtual organizing:

1. It is not limited by location, you can literally serve any client, anywhere. I once worked with a client who lived in Dubai, using this method (how cool is that?)

2. Once you get the proceess down, it’s fairly quick. No need to spend a whole weekend working on one of these. Faster turn around, means more profits; either because you’re making x amount working less hours, or/and because you’re able to take on more clients because you have more availability.

3. It requires client participation. I love that clients are the ones primarily doing the work, but with expert guidance. I think seeing their personal success helps motivate them to continue and to maintain it later on. 

Now, how do you actually go about this process? Like I said, you can tailor this process to fit you and your client, but my method looks something like this:

– I “meet” with the client and learn about their needs. This can be done by phone, via email, video call, whatever works for your client. I typically leave it up to them. Many times they opt for email or even text. I do like to try and schedule a video call just to introduce myself, even if just for a moment, I believe it helps build the relationship and earn their trust. 

– I see their space and get necessary measurements. If we are scheduling a video call I’ll ask to see their space while on the call and then I’ll either take screenshots during the call or ask them to send me follow up photos of the space. If we are not scheduling a video call I’ll simply ask for photos. Once I’ve seen the space I’ll ask for necessary measurements if they’re needed. Either way, I always make sure I have actual photos of the space that I can use in their DIY plan so that it’s customized for them.

– From there I get to work putting their plan together. I’ll utilize the photos they provided with suggestions of where and how to store certain items. I’ll make product recommendations (be sure to use affiliate links, why not). I’ll also address any concerns that they shared. One thing I always ask clients is if they have any oddly shaped or bulky items they have trouble organizing or storing. That way I can be sure to incorpoarate it into the plan as well. 

– Once the plan is completed, I’ll send it to the client as a PDF via email with a request to schedule a call to follow up once they’ve had a chance to review. At times they may come back and ask for revisions. For example, if the plan includes storing items in specific places, but they can’t (babies, pets, etc), then that may throw everything else off, like a domino effect. So in that case, I’ll rework the plan if need be so that it’s applicable. 

– During the follow up call we’ll talk about a general timeline and schedule future follow up sessions (if it’s included in their package). Those follow up sessions are typically video calls. Even if they haven’t purchased a package that includes follow ups, I always suggest sending a follow up email or text periodically just to see how things are going. There have been a few instances where a client has gone to implement the plan, and realizes they need additional support (who doesn’t love a cheerleader?). So in that case we discuss options and packages that would best suit their needs. 

I’d love to see how you’ve incorporated virtual organizing into your business and tailored it to your clients needs. Be sure to share it with us over in the private facebook group

Hope to see you there!