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Virtual Organizing – who, why, where, what

Who would use virtual organizing services?

For clients who:

  • wish to do the “hands on “organizing themselves
  • are uncertain about someone coming into their home,
  • want a cost effective way to get organized
  • need to manage their organizing appointments to fit a complex schedule
  • need a body double to stay focused

Why would you expand your business to included this service?

Virtual organizing allows organizers to:

  • spend less time driving, the organizer is in their office working with the client online or providing support to the client through prearranged online meetings
  • have clients all around the world
  • keep working with clients that move away
  • move to a new location and  keep working with clients from their previous location
  • transition to less physical organizing while still coaching, teaching, supporting and mentoring clients

What would a virtual organizing session look like

There are probably as many ways to do virtual organizing as there are organizers.  Here are 2 formats.

Format 1 for the DIYers = 3 conversations, a plan, follow up support

To keep the process simple, only one room will be discussed at a time.

The process consists of:

  1. After the client contacts you, book an intake conversation over the phone, Skype or e-mail to describe the process to the client.   Have the client send you photos or a video so you understand their situation clearly and to use them as reference
  2. Book a Virtual Appointment using Skype, Face Time, Google Hangouts or Facebook to see the room and discuss the client’s organizing goals.
  3. Develop a step by step plan and send them their customized organizing plan
  4. After they have had time to read the plan, book a virtual  question and answer session to allow the client to clarify the plan and establish a timeline for the project.

Once a timeline has been established for the project one of two follow up options may be selected.

Support Option A – This works well for people who manage their time well and are motivated to get the job done. 

The client will work on the project and e-mails pictures or sets up a Skype call as needed to help:

  • solve problems,
  • clarify the next step,
  • receive storage suggestions.
  • receive donation and recycling information.

 Support Option B – This works well for people who are easily distracted or procrastinate in getting the space organized.

  • The client will e-mail the day and time they will be working on the job.
  • You will e-mail, Skype, text or call each hour to see what assistance they need in order to successfully complete the work scheduled for that day.

In Format 1 most of your time is spent on the process of building the customized plan.  Set limits on how long the Intake Conversation, Virtual Appointment and Virtual Q & A will last. The billing  for the plan will include the time spent on the 3 conversation and the time to write the plan.  You will also be billing for support options.  You may want the client to pay a retainer that covers a specific number of minutes or hours.  If they need a lot of support they can purchase additional retainers.  If they don’t use all the minutes they purchased, reimburse them.

Format 2 for the Body Double Clients = This process is very similar to working with the client in person. 

  1. After the client contacts you, book an intake conversation over the phone, Skype or e-mail to describe the process to the client.   Have the client send you photos or a video so you understand their situation clearly and to use them as reference.
  2. Book a Virtual Appointment using Skype, Face Time, Google Hangouts or Facebook to see the room and discuss the client’s organizing goals and begin organizing. You will be on your computer for the entire length of the appointment.  You will be their body double teaching them skills, keeping them focused and supporting them. Coach them through the process of sorting, reducing, establishing a space to store things, containers to use and evaluating if they met their goals for the session.  The sessions may include: where to donate items, how to sell items, where to recycle items and any services you would like to include in the package.
  3. Book the next appointment and continue working with the client until the job is completed.

Billing for Format 2 is simple.  Determine what your virtual organizing hourly rate is and bill them for the number of hours you worked together.

You don’t need to limit your virtual organizing to rooms.  I have done a virtual time management session with a client.

If you want to discuss these formats, contact me and let’s learn from each other.  

Julie Stobbe is a Trained Professional Organizer who brings happiness to homes and organization to offices, in person and virtually. She enjoys working with her clients to provide customized organizing solutions to suit their individual needs and situation. She reduces clutter, streamlines processes and manages time to help her clients be more effective in reaching their goals. Contact her at julie@mindoverclutter.ca

 

Comments

  1. You have clearly spent a lot of time developing and refining your system – this is excellent! I tried virtual organizing in the early days of my business, but we didn’t have video conferencing back then, so it was fairly limited. So much is possible now!

  2. I offer virtual organizing. I find I have the most interest from existing clients who relocate. Admittedly, I haven’t been assertive in promoting this aspect of my business. Love what you’ve put together!

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