Professional Home Organizing Packages

The job of a professional organizer is to provide a seamless service of home organizing to their client. There are many different ways to approach the initial steps with potential clients, but certainly the right package options are vital. A very important element to this process is to understand that every client is totally different and will therefore have totally different needs. Everything from budget, to lifestyle, to environment will not look the same for any given client and must be considered by the organizer when providing initial information.

However, different needs does not mean different standards of process. The STEPS are always the same. There is a very systematic approach to being organized, and as a pro organizer these steps are taken with every single project.A professional home organizing package typically includes an initial consultation, personalized organizing plan, decluttering sessions, sorting and categorizing items, storage solutions, labeling, and maintenance guidance. The specific details may vary based on the organizer’s approach and the client’s needs.For example, not everyone needs decluttering, some clients may not be overstocked at all. In an opposite example, some clients may not be ready at all to be organized, because they will need to set up many decluttering sessions before a comprehensive organizing plan can even be created.

A comprehensive professional home organizing plan and the basic steps are listed below, but the actual initial assessment I would say is most important in order to set up success for the steps that follow. This step is broken down as well into many categories and has to be fully discussed with the clients before moving forward. Please see below.

1. Initial Assessment

A client consultation is a conversation with the client to understand their goals, preferences, challenges, and priorities for the organizing project which would include a walk through of the areas that need organizing to assess the layout, existing storage solutions, and potential improvements.

Understanding the needs and lifestyles of your client is the next step. This would include an in depth discussion on how the client uses the space, their daily routines, and any specific requirements they have for the organized areas. An example of these questions for lets say a kitchen project would be –

  1. How often do you cook?
  2. What cookware is most used?
  3. How often do your kids grab snacks?
  4. What are your most used condiments?
  5. How often do you restock?
  6. What is least used in your kitchen?
  7. Do you buy in bulk?
  8. How often do you go through expiration dates?

Inventory of Items

Taking note of the types and quantities of items that need to be organized, including any specific categories or belongings that require special attention.

Problem Identification

Identifying key areas of concern, pain points, and obstacles that hinder organization and functionality.

Timeframe and Expectations

Discussing the client’s desired timeline for the project and managing expectations regarding the pace of progress.

Budget Discussion

Exploring the client’s budget considerations, if applicable, for storage solutions, organizing tools, and professional services.

Personal Preferences

Gathering insights into the client’s preferred organizing methods, aesthetics, and any sentimental or emotional attachments to items.

Discussing Challenges

Talking about any challenges the client has faced in maintaining an organized space in the past.

Q&A and Clarifications

Allowing the client to ask questions, seek clarifications, and express any concerns they may have about the organizing process.

After the initial assessment has been complete we are able to move forward and get into the actual process of getting organized. Below you will find the step by step approach a professional organizer will take once they are already secured by the client. It is vital that these steps are used while also custom tailored to each and every clients individual needs. 

Organized Drawers

2. Customized Plan

Creation of a personalized organizing plan outlining specific tasks, timelines, and goals.

3. Decluttering Sessions

Hands-on assistance with decluttering, helping the client decide what to keep, donate, or discard.

4. Sorting and Categorizing

Grouping items logically to enhance accessibility and functionality.

5. Storage Solutions

Recommending and implementing storage systems such as shelves, bins, and organizers to maximize space.

6. Organizing Sessions

Systematic arrangement of items in an organized and visually appealing manner.

7. Labeling

Labeling containers and shelves for easy identification and maintenance.

8. Donation/Disposal Assistance

Arranging for the donation or responsible disposal of items the client no longer needs.

9. Space Optimization

Maximizing the use of available space and creating designated areas for different activities.

10. Maintenance Guidelines

Providing guidance on how to maintain the organized space over time.

11. Follow-Up Support

Offering follow-up sessions to ensure the client’s space remains organized and functional.

12. Digital Organization (Optional)

Assistance with organizing digital files, emails, and digital clutter.

13. Interior Styling (Optional)

Enhancing the visual appeal of the organized space through design and styling.

14. Personalized Tips

Offering tailored tips and strategies for maintaining an organized lifestyle.

15. Progress Tracking

Documenting the transformation process with before-and-after photos.

16. Client Education

Providing insights on effective organizing principles and techniques.

17. Privacy and Confidentiality

Ensuring the client’s privacy and maintaining confidentiality throughout the organizing process.



Below is an example of the ACTUAL service The Project Neat provides once all the consults and assessments have been custom tailored and completed between us and the client.

WHAT WE DO – Lets  break it down


First things first, my team will remove all contents from the space we are organizing in order to start our project with a fully clean slate. This is important because having a clean slate gives us the ability to really understand the space in terms of scope and size. It also gives us the ability to do a full inventory of the products within the space.


Secondly, as part of the clean slate process, we simultaneously sort the times into categories. It’s much easier to do it while we are removing the contents from the space. This helps us see exactly how many categories we have, and gives us a rough idea on the organizational systems we will soon need to create.


Third, we purge. Once all the inventory is laid out we begin the purging process. This part is hard for some clients and we fully get that. So the there are 3 main question you want to ask yourself. First, do I absolutely NEED this item? Second, do I USE this item? Third, do I LOVE this item? If it doesn’t fall into these categories, chances are your just scared to part ways out of habit. As soon you free up your space, you will immediately feel lighter, I PROMISE.


Fourth, we evaluate the empty space and start to come up with a plan for organizational systems. The decision making process is first and foremost about accommodating the ins we are dealing with in any given clients home. What products and design decisions will need to happen in order to provide our clients with MAXIMUM efficiency.


Fifth, in combination with step 4, we choose products that we LOVE, and products we know you will LOVE. Why? Because if you don’t enjoy the space, you will NOT maintain the space. Creating a space of maximum efficiency as well as beauty is a perfect recipe for success.


Sixth, we offer maintenance packages if you should ever fall off the organizational wagon. Busy lives get the best of, and a bit of TLC is required to maintain these spaces, however easy it ay be. Should you ever need a little refresh, WE GOT YOU.

Frequently Asked Questions

What are the key components of a well-rounded organizing package?

A comprehensive organizing package encompasses an initial assessment, personalized plan, decluttering sessions, sorting, storage solutions, labeling, and maintenance guidance. Project Neat ensures a tailored approach, addressing unique client needs and preferences for a seamless organizational experience.

How does the initial assessment in organizing package work?

The initial assessment involves a detailed consultation with the client, discussing goals, preferences, and challenges. Project Neat conducts a thorough walk-through, assessing layout, existing storage, and potential improvements, ensuring a personalized approach to every project.

What role does the inventory play in organization process?

The inventory phase involves noting item types and quantities for organization. Project Neat emphasizes the importance of this step in creating a systematic and efficient plan tailored to each client’s unique needs.

Can Project Neat help address specific pain points in an organized space?

Absolutely! It involves problem identification to address pain points hindering organization and functionality. We focus on understanding and resolving key areas of concern, ensuring an optimized and functional space.

How does Project Neat cater to individual client preferences and lifestyles?

We engage in in-depth discussions, asking questions like those for a kitchen project, ensuring the organizational approach aligns with the client’s lifestyle and preferences.

What is the significance of the purging step in Project Neat services?

Purging is a crucial step in organizing as it involves deciding what to keep, donate, or discard. We understand the emotional aspect of parting with items and guides clients through the process, creating a lighter and more organized space.

How does organizing contribute to maximizing available space?

Organizing maximizes space by recommending and implementing efficient storage systems. We suggest shelves, bins, and organizers, ensuring every inch is utilized for a clutter-free and organized environment.

Can organizing services be customized to suit different client needs?

Absolutely! Organizing services are customized to cater to diverse client needs. Project Neat emphasizes that every client is unique, requiring a personalized approach to ensure the right organizational solutions are implemented.

What is the importance of follow-up support in organizing packages?

Follow-up support is crucial in organization packages to ensure the client’s space remains organized. We offers follow-up sessions, documenting progress with before-and-after photos, and providing ongoing assistance for a sustained organized lifestyle.

How does Project Neat's organization process ensure client satisfaction?

Project Neat, as a top-quality organization service provider, employs a systematic approach. From the initial assessment to the clean slate, sorting, purging, and beyond, each step is meticulously tailored to meet individual client needs, ensuring maximum efficiency and client satisfaction.