Closing The Sale With Your Next Organizing Client

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closing the sale

You’ve just gotten off of the phone with a potential client. You’ve explained what you do and how you can help them — and they still didn’t end up hiring you. Where did you go wrong? You are experienced, professional — and yet you seem to have a hard time turning leads into paying clients. Perhaps you are approaching the situation from the wrong perspective. Maybe you are focusing too much on the sale and not enough on the potential for a relationship with this person.

Selling Is More Than Selling

Your goal during the “selling” phase is not to show off how wonderful you are — it’s to develop a rapport with the other person, to express some e p for their situation, and to help find a solution to the problem at hand. And along the way, you will need to educate the client about the benefits you have to offer if you ever hope to make a sale. So let’s focus on a few tricks for making yourself seem valuable to the client (the only way I’ve found to really “sell” yourself). I’d like to share some of the techniques I use to close a sale, from the perspective of professional organizing:

Practice Telling People What You Do

When I first started talking to clients, I was tentative and hesitant about my abilities — I came across as unsure about what I had to offer. But I joined a networking group and found that I was expected to give a short speech each Friday morning describing what I do and how it helps people. I also hosted booths at a couple of business expos, which allowed me to introduce myself and my services over and over again to a number of different people.

The more comfortable you can get with saying, “This is what I do and here’s how you will benefit and here’s why I’m different than the rest,” the more you sound like you know what you are doing. Start out with a one-minute “elevator speech” — what you would say to someone in an elevator when they ask, “so, what do you do for a living?” Say it over and over again until it’s second nature. And then work on a second one that focuses in on a different aspect of what you do. And another. And another. Keep going until you can stand up in front of any potential client and comfortably spout off why they should hire you.

Give A Free In-Home/In-Office Consultation

I don’t know if you do this — but as a service provider, I found it essential to building up my client base. Some people will tell you to charge for a consultation — but why would I pay you to find out if you are worth hiring? Some people will tell you to do a phone consultation — this is fine for some potential clients, but other folks want the reassurance of meeting you face to face.

As a professional organizer, I’ve found that some people want to show me their stacks and piles and have me say that it’s not the worst I’ve ever seen. I think of a consultation not as a time when I can plan out what I’m going to do for the client — because honestly, I’ve seen their problems a million times before and it’s not that different from client to client. But it’s a time when I can audition for the client — build some rapport, show off my fabulous personality , dazzle them with my expertise and professionalism, and explain the way I work. But most importantly, it’s a time when I can sit in front of them, pen and contract and calendar in hand, and say, “When do you want to get started?” Much harder to turn me away, then. And you’ve made a personal connection like you just can’t do over the phone.

Don’t Be In A Hurry To Talk About What You Do

Get the client to talk first. If you immediately start telling the client all of the great things that you do in your business, you will lose them in the first 5 minutes. You have to let them begin by telling you where the pain is. I encourage my clients to tell me how badly life sucks because they are disorganized. I empathize, saying things like, “that must be frustrating,” I rephrase their pain (when they say ,”I feel so overwhelmed,” I say “It can be hard to stay on top of it all”), and I share stories of other clients who have gone through the same thing — but I don’t solve their problem yet.

You want to do two things here — first, let them know that you really understand; and second, you want them to feel the reality of their situation so much that you will look like a superhero when you tell them how you can take that pain away. Once you’ve gotten them to pour it all out, talk about how their lives will be better once they hire you. Don’t talk entirely about techniques and systems — talk about feelings. I find myself saying things like, “And once we get your filing system straightened out, you’ll be able to find anything you need in 3 minutes or less — won’t that take a lot of stress off of your shoulders?” — and the answer is always a grateful “Yes!”

Be Persistent

Some clients need a lot of following up before they are ready to hire you — especially if you offer a service that deals with a difficult or overwhelming problem like disorganization. I’ve contacted clients for a year and a half before all of the planets aligned — and their calendar, wallet, and willingness to change matched up — and we started working together. When a client says he/she wants to work with you but doesn’t have time right now, say, “Well that’s no problem. I certainly understand when your schedule gets overloaded. How about if I call you at the end of February to see how things are going?” Not, “I’ll call sometime down the road,” but I’ll call at a specific time during a particular month. Many times they’ll say, “Well actually, you can call me in a week and I should be ready then” — or they might say February is too soon, call me in June.

But you have done two things — you’ve kept the line open and you’ve taken the responsibility for initiating action off of them (which most clients really appreciate). Many times, I’ll do this over and over again, calling every few months (“Hi, you had asked me to check back with you about doing some organizing in February, so I’m just giving you a call. How’s everything going?”) until they are ready. Persistence is the key.

Assume That You Already Have The Sale

When you finish your spiel with a client, don’t ever say “do you want to set up an appointment?” — instead say “When do you want to get started?” Don’t give them the option to say no. I always ask people, “So what’s your time frame for getting started?” That makes them think a little differently than saying, “When do you want to set up an appointment?” Or say, “Well, I’ve got Tuesday afternoon and Friday morning free next week — which works for you?” Be in charge of the situation and you’ll see a lot more leads become clients.

These techniques will in no way guarantee that every potential client who crosses your doorstep will become a paying customer. And remember, marketing and running a small business is a numbers game. The more people you contact, the more people will turn into clients. But you increase your odds greatly when you give each person the full and complete attention he or she deserves — and when you use every weapon in your arsenal to convince them of your professional value.

Want to talk to colleagues about sales strategies  – or anything else?

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Copyright Ramona Creel, all rights reserved. Used with permission. Photo by stockyimages / DepositPhotos.

Ramona Creel

Ramona Creel

Ramona Creel is a modern Renaissance woman and guru of simplicity — traveling the country as a full-time RVer, sharing her story of radically downsizing, and inspiring others to regain control of their own lives. As a Professional Organizer and Accountability Coach, Ramona will help you create the time and space to focus on your true priorities — clearing away the clutter other obstacles and standing in the way of that life you've always wanted to be living. As a Professional Photographer, Ramona captures powerful images of places and people as she travels. And as a travel writer, social commentator, and blogger, she shares her experiences and insights about the world as we know it.

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8 Comments

  1. Seana Turner on July 27, 2026 at 10:00 am

    I’ve been rereading the book Influence and reminded again about the power of reciprocation as a lever of behavior. Basically, the idea is that when we receive something, we feel obligated to reciprocate in som way. As I read this, the first thing that popped into my mind was my free, in-home consultation. I know many organizers have moved away from this, but I find it to be quite valuable.

    For me, I get a chance to meet and talk with the client, to see their setting, to experience the drive, to check out the parking, etc. For the client, a chance to talk with me and ask questions and show me around.

    Now I realize that I may also be granting something that makes potential clients feel more inclined to hire me. I think it is well worth the effort, so I keep doing it.

    • Janet Barclay Janet Barclay on July 27, 2026 at 12:34 pm

      I’m sure you send just the right vibe, Seana!

      When I was an organizer, my free consultations rarely led to paid services, so I started charging but provided a written report. That way, if they hired me, we had a starting point, and if they didn’t, at least I made something for my time and expertise. I was pretty shy back then, so to be honest, I probably didn’t exactly exude confidence.

  2. Sabrina Quairoli on July 27, 2026 at 10:04 am

    I love that you mentioned allowing potential clients to talk first. I find it works well too.

    Thanks for mentioning calling instead of texting. Potential clients and clients, for that matter, forget about text messages they receive.

    I’m a fan of the elevator speech. I wish I were better at it. Thanks for the reminder to polish it.

    • Janet Barclay Janet Barclay on July 27, 2026 at 12:28 pm

      Elevator speeches can be tricky! If you practice it too often, it’s hard to sound authentic, but if you wing it, you’re sure to forget something important. I need to update my own!

  3. Linda Samuels Linda Samuels on July 27, 2026 at 12:57 pm

    Such wise words from Ramona. I agree that it’s all about establishing a rapport and trust. This doesn’t necessarily happen right away, but those initial calls, emails, and visits (if you do in-person visits) are key for building a foundation.

    I’m always happy to answer whatever questions they have on that initial call. However, my main goal is to encourage them to share as much as they are comfortable doing. I listen intently to see if 1) we are a good fit, 2) I am able to help them with what they need, and 3) they might be better served by a different professional (another organizer, mental health provider, etc).

    Consistent follow-up is also important. I do this similarly to Ramona’s suggestion. But in addition, potential clients are added to my email list so they receive something of value on an ongoing basis. It keeps my name fresh in their minds, helps with establishing a connection, and gives them something of value even if they choose not to hire me.

    Prior to my organizing career, I worked in the computer graphics industry. When I was an account executive, I didn’t like making cold calls, but it was part of the job. I always felt like I was bothering people. So I found a way to reframe that script. Instead of thinking I was ‘bothering’ them, I approached it as if I were here to help (which I was) and to make their lives easier through our design and slide-making services. That completely changed the dynamic and my fear of making cold calls. It was no longer me about selling, but about me helping. I still use that philosophy today, even though the conversations aren’t cold calls.

    • Janet Barclay Janet Barclay on July 28, 2026 at 3:01 pm

      That’s really interesting – thank you for sharing!

      I also had a job where I had to make cold calls, but it was also framed as an opportunity for them and not a sales call. I didn’t like it much either, but it gave me confidence to do it again down the road.

  4. Julie Bestry Julie Bestry on July 27, 2026 at 7:28 pm

    Having known Ramona for the past 25 years, I know that she’s a spitfire; it would be hard to believe that she wasn’t confident out of the gate. But her advice is solid, not just for new organizers, but for anyone who is diving back in with marketing after a while with a steady pipeline of regular clients.

    What I love most about this advice is that it’s natural. It’s not about selling, but about making a human connection. No, we’re not seeking out brunch buddies, but the empathy that’s involved in a reciprocal relationship (professional as well as personal) depends on listening before talking, and knowing what the individual in front of you needs. I practice almost all of this advice, and have since the beginning, with the exception of free in-person consultations. I will spend an hour or more on the phone with someone, sometimes multiple times, if that’s what it takes for them to be comfortable, but that phone or Zoom time is built into the week’s schedule; the distance over which my service area is spread just won’t accommodate in-person consultations, though if I were brand-new to the business, I suppose I’d have to consider that.

    My phone consultations start with a question or encouragement, usually some variation on, “Please tell me what prompted you to seek out a professional organizer.” By the time they wind down, I know how to explain what I do and the benefits of professional organizing and productivity coaching in a way that will resonate with them. The work is the same, but the presentation can be tailored to their needs, and they way they take in information.

    Great advice, and I’d expect nothing less from Ramona!

    • Janet Barclay Janet Barclay on July 28, 2026 at 3:03 pm

      Wow, I’ve known you and Ramona almost that long – time flies when you’re running your own business doing what you love!

      Thank you for sharing the way you do your consultations. I’m sure that information will be very helpful to others who are reading this post.

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