What is your typical process for working with a new customer?
1. I have a complimentary initial meeting with each potential new client to understand the scope and timing of the work requested and to get a better idea of the preferences of the client regarding such things as preferred vendors, tastes and styles.
What education and/or training do you have that relates to your work?
We have been doing home and business organization for some 10 years now. We have been certified senior move managers since 2014. We work with the client to make sure systems and methods fit their life and work needs and habits. We work with organization tools (i.e. boxes, filing, digital media tools) on hand, or if necessary, we can purchase those recommended solutions at a pass thru price.
For our work with the elderly we are certified as Senior Move Managers and have overseen numerous elder transitions and "aging in place" strategies. We have undergraduate and graduate degrees in business.
Do you have a standard pricing system for your service? If so, please share the details here.
We have an hourly fee. OR we can price on a per project basis (or a capped, not to exceed $ basis) with further discussion with the client.
How did you get started doing this type of work?
We started this business in 2013. Over time we have developed partnerships with other Dallas providers - elder law attorneys, senior realtors, geriatric care managers and certified senior advisors, to name a few.
What types of customers have you worked with?
We work mostly with elders and their families, but also with attorneys and realtors. We also often work with entrepreneurs with busy families, on a project or recurring basis when they do not want to add headcount to their payroll.
Describe a recent project you are fond of. How long did it take?
We recently assisted a retired elderly executive to organize for a move, hold an estate auction online and stage items destined for her new abode in a storage facility, so that her home could be staged with a minimalist, decluttered appearance. She is now on her way to live in south Texas near her son and grandchildren.
What advice would you give a customer looking to hire a provider in your area of work?
Check their references. Make sure they are insured and bonded and background checked. Also make sure they have trusted partners that will give them preferred attention and treatment.
What questions should customers think through before talking to professionals about their project?
Truly understand the scope and timing of your project. If the job entails assisting a senior/elder, check to see if they are certified as Senior Move Managers. New Leaf is proud to be an SMM!