Helping overwhelmed people feel calmer, more organized, and back in control.
ADHD is our specialty!
Jodi Granok, CPO®, MSW Certified Professional Organizer®
Clear the clutter, find your focus.®
Clear the clutter, find your focus.®
Organizing Magic, LLC® is a St. Louis, MO company organizing homes, offices, and lives for overwhelmed and neurodivergent people, especially those challenged by ADHD. Est. 2008.
jodi@organizingmagic.com (314) 504-8857
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Subscribe to our YouTube channel, "Get Organized with Jodi".
jodi@organizingmagic.com (314) 504-8857
Join our e-newsletter and receive exclusive organizing tips!
Register for our next free online organizing class.
Subscribe to our YouTube channel, "Get Organized with Jodi".
"Track Client Statistics to Grow Your Business" A Simple Excel Tracking System for Smarter Marketing
Do You Ever Wonder...
• Why do I keep getting certain types of organizing jobs but not others?
• Which marketing efforts are actually bringing in clients?
• Where should I spend my limited marketing budget?
• Why are some months consistently busier than others?
• Where do most of my ideal clients live? The answers may already be hiding in your client history - you just aren't tracking them in one place. This spreadsheet helps you organize your client information to identify trends, make better marketing decisions, and grow your business with confidence.
• Which marketing efforts are actually bringing in clients?
• Where should I spend my limited marketing budget?
• Why are some months consistently busier than others?
• Where do most of my ideal clients live? The answers may already be hiding in your client history - you just aren't tracking them in one place. This spreadsheet helps you organize your client information to identify trends, make better marketing decisions, and grow your business with confidence.
Stop Asking: How Do I Get More Clients? Start Asking: How Did My Last Five Clients Find Me?
Once you understand where your clients come from and the patterns in your business, you can invest more time in the marketing activities that produce results and less time on those that don't. Spend just a few minutes updating your spreadsheet after each client, and you'll build a valuable marketing resource that becomes more powerful every year.
“Track Client Statistics to Grow Your Business" is a spreadsheet and tracking tool designed specifically for Professional Organizers and Productivity Consultants who want to maximize their resources and develop a personalized, successful marketing strategy.
I've used this tracking system since starting my organizing business in 2008. Over the years, it has helped me identify which ZIP codes to target, which referral sources produce the most clients, which organizing services are most requested, and which months require additional marketing. Those insights have helped me make more informed marketing decisions year after year. Jodi Granok, CPO®, MSW - Certified Professional Organizer®
Track Client Statistics to Grow Your Business (Spreadsheet/PDF Manual) $20
2nd Edition ©2026 by Organizing Magic, LLC®. All Rights Reserved.
This package includes:
✔ Excel client tracking spreadsheet
✔ Step-by-step PDF instruction guide
✔ Marketing tips throughout the guide ✔ Pre-populated sample data you can adjust to fit your needs
✔ Appendix explaining how to personalize the spreadsheet Disclaimer: Only the purchaser should use this product. Do not forward it to others, as this violates copyright law. Because the product is an instant download, the purchase price is non-refundable.
✔ Excel client tracking spreadsheet
✔ Step-by-step PDF instruction guide
✔ Marketing tips throughout the guide ✔ Pre-populated sample data you can adjust to fit your needs
✔ Appendix explaining how to personalize the spreadsheet Disclaimer: Only the purchaser should use this product. Do not forward it to others, as this violates copyright law. Because the product is an instant download, the purchase price is non-refundable.
Instant Excel download with PDF guide. Start tracking your business today.
This Product is Ideal for:
New Organizers who want to avoid making costly "newbie" marketing mistakes
Veteran Organizers who want to identify trends and strengthen their marketing strategy.
Veteran Organizers who want to identify trends and strengthen their marketing strategy.
What You'll Learn:
After using this spreadsheet consistently, you'll be able to answer questions like:
• Which referral sources produce the most clients?
• Which ZIP codes are my strongest markets?
• Which organizing services are requested most often?
• When is my busiest season?
• Where should I focus my marketing next?
• Which referral sources produce the most clients?
• Which ZIP codes are my strongest markets?
• Which organizing services are requested most often?
• When is my busiest season?
• Where should I focus my marketing next?
Calling all Professional Organizers - If you have purchased our statistics spreadsheet and want to share a testimonial about the benefits of this product, send an e-mail to jodi@organizingmagic.com and you can be featured here!
"I love the client tracking spreadsheet! It includes tracking the months where clients begin services which can help anticipate being slow to craft a marketing plan to make those months busier. I appreciate the inclusion of tracking for business clients as well as residential clients. The customization information in the addendum is well thought out and very valuable. I also think this is a great tool to track hours towards a CPO® status, but it's much more than just a CPO® tracking tool - it's a Strategic Marketing Tool!"
Shannon Tamme, CPO®
Co-owner - HOME Allies
"By using data to track your business statistics, you can make more strategic decisions about how to market your professional organizing business! With the spreadsheet and guide that Jodi has created, professional organizers have a simple yet effective tool and clear directions on how to put it to good use!"
Mandy L. Manley, CPO®Owner - Skeleton Key Organizing, LLC
Mandy L. Manley, CPO®Owner - Skeleton Key Organizing, LLC
Complete Your Professional Organizer Toolkit:
□ Income Spreadsheet
□ Marketing Guide
□ Statistics Spreadsheet
⭐ Save $15 with the Bundle!
Build Your Business. Then Market It Creatively.
Once you've organized the back end of your business with our spreadsheets and marketing guide, explore our CafePress store for organizing-themed greeting cards, postcards, and bags that help keep your business visible with clients, referral partners, and prospective customers.
To see larger pictures of each cartoon, visit this page before jumping over to the store.