

For starters, I’ll spend time asking you about your business, your support systems, business aspirations, where they are right now, and your goals for the future.
I'll ask you a bunch of questions, but you won't need to prepare anything because the questions will be straightforward.
Then I'll be in a position to identify what you need to do, specifically for your headspace and your business aspirations, in order to create a more enjoyable life with less stress and more financial security and business success.
And at that point, I’ll know if us working together in any capacity would be a good fit for your needs.
If it’s not, I’ll probably be able to recommend something or someone else that would be a better fit.
And if any of my programs are a good fit, we can talk about the different ways I work with clients.
Of course, you'll be able to ask me any questions that you have about the process.
Just so you know, your 30-minute meeting is not some sort of “sales ambush” where you get your arm twisted and pushed into something that you don’t want.
That's not my style AT ALL.
Instead, it’s a chat between two adults to see if my professional organizing consulting services or products are a good choice for you.
Finally, whatever conclusion we come to at the end of our chat, I want you to feel excited and energized about your business, not frustrated and disappointed. So please read the following statements and click on the checkboxes to confirm that your expectations are in line with what will happen on our call.
I agree and acknowledge Kathi’s time commitment and will show up to the meeting on the day and time that I schedule this meeting.
I understand that the primary reason for meeting with Kathi is to figure out if there is a fit between my business and personal life and what she offers.
What Others Say:
T. Schechte, Merrill Lynch
Bottom line is that the more organized you are, the more efficient you are....and that adds up! It was WELL WORTH the investment (and you only have to do it once!) And here's something else to think about...when it came time to flee from the fires here in Ramona, I QUICKLY knew what boxes to take....there is no price tag you can put on that.
I am so organized now! Thank you. I had a great day Thursday and Friday at work with the freedom Filer system in place. I don't feel as overwhelmed as before because I really do know what I need to do and if I get distracted I have a place to put what I working on and can go back to it later instead of having piles of papers on my desk.
KB, San Marcos
I really enjoy our new file system. I know where to put my papers including my loose coupons and my desk looks much cleaner. We've also setup QuickBooks and an American Express to use strictly for our business expenses so that everything is itemized. We know next years taxes will be quick and easy, just like filing is now! Thanks so much for your help.
Anonymous
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