Beginner’s Checklist: Everything You Need to Start a Professional Organizing Business
If you’ve been thinking about starting a professional organizing business but feel overwhelmed by everything you *think* you need… take a deep breath. You don’t need a full brand, a perfect website, or even a ton of experience to get started. What you need is clarity, confidence, and a simple checklist that shows you exactly what matters right now.
This beginner-friendly checklist will walk you through the essential steps to start your business the right way— without guessing, googling for hours, or wasting time on things that don’t move your business forward.
If you prefer to listen on the go, I’ve have also covered these topics in a podcast episode. You can tune in on Apple Podcasts or Spotify here.
🎙️Pro Organizers Coach Spotify
Step 1: Decide What You Want Your Business to Look Like
Choose your business name
Set up a professional Gmail email
Decide what types of services you want to offer
Identify who your ideal client is
Choose your business hours and availability
Decide if you want to work solo or eventually hire help
Step 2: Set Up the Legal + Practical Pieces
Beginner Legal Setup Checklist:
Apply for your EIN (it’s free)
Look up business license requirements for your city/county
Decide whether you will operate as a solo proprietor or LLC
Open a business bank account
Set up simple bookkeeping (Google Sheets or Quickbooks)
Step 3: Create a Simple Online Presence
Your Online Presence Checklist:
Set up a Google Business Profile
Create a simple Squarespae website (1-3 pages is enough)
Write a clear description of who you help + what you offer
Add a few photos showing your style
Make sure people can easy contact you
Step 4: Prepare to Work With Clients
Client-Ready Checklist:
Create a simple intake form
Write out your pricing (hourly, packages, or both)
Decide how your consultation will work
Plan out your session flow
Gather basic tools (bins, measuring tape, labels, gloves, trash bags)
Start collecting before/after photos
Step 5: Start Getting the Word Out
Beginner Marketing Checklist:
Tell friends, family, and coworkers what you do
Post value-based content on Facebook, Instagram, or Nextdoor
Join local Facebook groups and be helpful
Ask for Google reviews
Share before-and-after photos
Add a call-to-action on every post
Final Thoughts
Starting a professional organizing business doesn’t have to feel complicated. When you follow the beginner-friendly checklist, you’ll know exactly what needs your attention—and what can wait until later.
Support Resources
How to Start Your Professional Organizing Business
Launch Your Website in 5 Days
How to Work With Clients as a Professional Organizer
Visit ProOrganizersAcademy.com for more!
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