This Digital Client Session Log Book was created to help you keep track of all the organizing session details in one place - on your tablet or ipad, this is especially important if you have a team or have multiple jobs going on at one time.
Time flys when you are having fun right? Well, the same can be said for Organizing Sessions... if I client buys 10 -3 hour sessions, at some point they are going to ask "are you sure we only have 3 sessions left?"
That is where the Tabbed and Hyperlinked Digital Client Session Log Book comes in. It is essential to staying on top of your schedule. You and your client will know exactly how many sessions (or hours) they have left because there is a place for the client to sign off every day.
Whether you are a solo organizer or you have multiple teams, communication is key and this log book was designed to keep all of your session planning, communication, and product recommendations in one place.
Load this planner into Goodnotes or any annotation app of your choice. Keep it on your iPad so you can have your clients initial after every session.
This is a hyperlinked interactive digital planner. If you are looking for a printable planner, we have that option HERE.
Have you ever had a client question how many sessions they have left? We are gonna stop that one right here... the best way to stay on the same page of your client is to have them initial after each session. This 12-page Digital Session Log Book is essential if you want to stop difficult conversations with clients about sessions.
Cover Page
Copyright Page
Belongs To Page
Team Contacts Page
Contractor Contacts Page
Client Information Page
Recommended Products
Session Log Pages
Notes
Professional Organizers who want to document their client sessions and your recommendations
Professional Organizers want hired contractors understand what is expected and document their sessions with your client
Professional Organizers who would like to expand their business and grow a team - communication is key!
The interactive digital sessions log book is used like a physical planner, except it's on your ipad or tablet. Click the tabs to be taken to the session you want to use. Then use your apple pencil or stylus to write in the planner (you can also type, if you like).
Making sure everyone is on the same page is the key to a successful project.
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