SPEAKER: Cris Sgrott, CPO®, CPO-CD®, Organizing Maniacs, LLC

Scaling your business doesn’t mean sacrificing the personal touch that keeps clients coming back. In this interactive session, you’ll learn how to design a luxury client journey, protect quality with systems, and balance personalization with efficiency as you grow. Together, we’ll explore how to translate high-touch service into scalable processes, communicate value through pricing and policies, and implement retention strategies that foster loyalty and referrals. Even if you’re not ready to scale yet, understanding these principles now will help you build a premium experience from the start, so your business can expand without ever losing its signature quality.

SPEAKER: Keli Jakel M. Ed, Organized by Keli & Co | Elenore.io

Consultations are one of the most critical touchpoints for organizing and productivity professionals. They set the tone, establish trust, and often determine whether a client says yes. In this session, you’ll learn how to structure conversations that inspire confidence, uncover spoken and unspoken needs, and set clear expectations without overwhelming prospective clients. Through practical frameworks, role-playing, and scenario-based practice, you’ll sharpen your listening and questioning skills, master strategies for navigating objections, and build confidence in guiding authentic conversations. Whether you’re new to consultations or ready to refine your approach, you’ll leave equipped to convert inquiries into lasting relationships.

SPEAKER: Dorothy Breininger, DorothyTheOrganizer, LLC

Being seen as an “Expert” matters more now than ever, and it’s often the deciding factor for clients, media, and speaking opportunities. In this session, you’ll learn how to build authority in your business through social proof, testimonials, and credibility-building strategies. You’ll discover why some organizers land the top clients, book deals, and PR while others feel shut out, and how to shift that dynamic in your favor. Even if you’re just starting out, understanding authority-building fundamentals early will set you up to command premium rates, attract opportunities, and position yourself as the go-to expert.

SPEAKER: Jen Cazares, CPO-CD®, CVOP™, Livable Spaces® LLC

Today’s clients often bring complex ethical gray areas, third-party payers pushing for outcomes, safety concerns in the home, privacy around photos or digital access, and situations where mental health issues arise beyond your scope. This session gives you a practical framework to navigate those challenges with clarity and professionalism. You’ll learn how to set and hold boundaries, communicate with respect, and recognize when to refer, while preserving client dignity and reducing liability. With scripts, boundary language, and a lightweight decision checklist, you’ll leave equipped to handle ethical dilemmas confidently, serve clients responsibly, and keep projects moving forward.

Note: This session (live and on-demand) offers 2.0 Ethics CEUs

SPEAKER: Amy Payne, CPO®, Purpose Full Tech Solutions

Set the tone for lasting client relationships with a smooth, professional onboarding experience. In these sessions, you’ll learn the essential framework for effective onboarding, discover common pitfalls to avoid, and then take it a step further by customizing workflows and automating key touchpoints. Walk away with templates, tools, and a personalized action plan to streamline your process, save time, and deliver a consistent, client-focused experience.

Session sponsored by:

SPEAKER: Erin Neumann, CEO, USMA, MBA

Capture, nurture, and close leads so you can powerfully grow your Professional Organizing business online.

SPEAKER: Amber Barrett, Arranged by Amber

Growing an organizing business takes more than strong client systems—it requires a team that can deliver your method with consistency and excellence. These sessions show you how to document and train your signature approach so every team member knows how to run a consult, launch a project, and close it out with professionalism. Even if you don’t yet have employees, thinking about these systems early will save time, stress, and costly mistakes as you grow. You’ll learn to design repeatable client journeys, strengthen communication, and leverage automation—ensuring clients always enjoy the same seamless, high-quality experience.

Session sponsored by:

SPEAKER: Kristin Bertilson, K & L Solutions

In this two-part learning experience, you’ll build a practical foundation in financial decision-making and then put that knowledge into action. The on-demand session will give organizers and small business owners the tools to understand their numbers, make confident choices, and position their businesses for long-term stability and profitability.

Then, in the live workshop, we’ll move from theory to practice through workflows, scenario planning, and group discussion. You’ll learn how to interpret your data, test growth strategies, and make smarter investment decisions that support sustainable business success.