Introducing the Business Foundations Template Package for Professional Organizers

Written by Lisa Montanaro | April 5, 2013

For years, I have been contacted by professional organizers looking to purchase solid Done-For-You Business Foundations Templates. Well, here they are! And at special Introductory Rates that I am offering at the NAPO 2013 Conference in New Orleans and online on my website until May 31st.

These business templates are what every organizer in business needs. They provide the foundation of a well-protected business legally and financially. They make it easier to operate your business, and to sell it someday as the business is “blueprinted” through the use of these templates over time. Designed by a professional organizer, attorney, and business coach/consultant/strategist, they are field tested and will save you from having to reinvent the wheel, copy something from the internet that is not applicable and will, therefore, not hold up in court, or spend tons of money on an expensive attorney that doesn’t understand the organizing industry.

business_contract The full package includes a Client Agreement Template, Independent Contractor Agreement Template, and Operations Manual Template, along with detailed instructions, bonus articles on key issues, two audio programs for you to go deeper into learning and customizing, and a Business Expenses Excel Spreadsheet! All templates are delivered to you digitally in PDF to preserve the formatting, and Word so you can make them your own and customize.

In addition, I am offering a special upgrade at the time of purchase only: Add on a Strategy Session with me to customize any of the templates or ask questions for only an extra $150 (that’s $50 off the regular rate of $200!).

For those going to Conference:

Please stop by my Marketplace Table in the Expo Hall to say hello and purchase the Business Foundations Template Package. It will be delivered to you digitally by email, so you don’t need to worry about carrying anything home with you!
If you think this product is a valuable contribution to our industry, please consider reflecting that by voting for it in the Organizer’s Choice Awards (ballots are due by the end of the day Thursday, April 18th!).
The Package is being offered at special Introductory Rates at Conference, but for those that can’t join me live in New Orleans, you can get the same deal on my website until May 31st while the Introductory Rates are in effect. Visit https://www.lisamontanaro.comstore/products/businessfoundations/ to order online any time.
I will be raffling off a free 75-minute Strategy Session at Conference so be sure to drop your business card (or name and email address) in our collection pouch at my Marketplace Table to win a Kick-Butt Business Coaching Session with me (a $200 value).
I will be launching the Bold Business Moves 6-Month Mastermind Program for experienced entrepreneurs ready to take their business to the next level, and the 12-week Powerhouse Success Entrepreneur Group Coaching Program for newer entrepreneurs who want training and coaching at an affordable rate. More details will be available at my Marketplace Table and in the weeks following Conference, so be sure to stop by and check your inbox in the weeks after Conference for all of the details and registration, so you don’t miss out!

Looking forward to seeing many of you in person in New Orleans!

Meet the Author

Helping others be the best versions of themselves gets me jazzed!

I’ve worn many hats in my lifetime—often at the same time—while enjoying fulfilling careers. I’ve been a performer, teacher, sign language instructor, lawyer, career counselor, law professor, coach, consultant, mediator, entrepreneur, speaker, trainer, writer, and author.

I’m an eternal optimist and life-long learner, constantly researching ways to improve personal and professional effectiveness. And it brings me great joy to then pass on the results of that persistent curiosity to my clients and audiences.

Of all the career hats I’ve been privileged to wear, my favorite is owner of this business since 2002. Why? Because it provides me the opportunity to work with wonderful organizational and individual clients. On any given day, I get to connect deeply with audiences, work with dedicated teams, improve workplaces, watch clients have a-ha moments, and know I’ve made a difference in their lives and careers. And that is very satisfying.