Education & Training

A trusted partner helping professionals navigate complex home transitions with confidence.

Professionals who support older adults and families during major life transitions often face situations that require more than standard moving or transaction support. Downsizing, estate transitions, and later-life moves can involve emotional decisions, family dynamics, tight timelines, and logistical complexity.

Simply Downsized provides coaching, education, and practical guidance for professionals who want to better support clients through these transitions. We work with estate attorneys, senior real estate specialists, moving companies, organizers, retirement communities, home designers, and other trusted professionals seeking a deeper understanding of how to navigate these situations with confidence and care.

Speaking Engagements & Educational Content

Where Anna Has Spoken:

  • National Association of Professional Organizers Local and National Events
  • Keller Williams Professional Events
  • National Association of Senior Move Managers Annual Conference
  • Monthly Mastermind for Senior Move experts via HomeTransitionPros.com.
  • Customized training for MaxSold, The Mather, and more. 

Available formats:

  • Instructor-led training
  • Podcasts
  • Webinars and virtual panels
  • Professional development sessions

Areas of Expertise:

  • The realities of downsizing and senior transitions
  • Building trust with older adults and families
  • Helping your clients prepare for a downsizing move
  • Building the bridge between Real Estate Agents and Senior Move Managers
  • How to start a Downsizing Business
  • Marketing to Women over 50
  • Content Marketing for Solopreneurs
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Consulting & Training

For businesses that want deeper support and education around the growing downsizing audience, Anna Novak, founder of Simply Downsized and Home Transition Pros provides consulting grounded in real-world experience.

With a master’s degree in Instructional Design and years of hands-on downsizing work, Anna helps teams understand not just what to do — but how and why it works when serving older adults and their families.

Anna provides one on one support to:

  • Solopreneurs and small senior move businesses
  • Senior-focused real estate pros 
  • Moving companies expanding into senior services
  • Internal training teams for downsizing businesses
  • Partner teams working with downsizing clients

Consulting & Training May Include

  • Developing and refining downsizing-related service offerings
  • Creating high-touch client experiences that build trust and referrals
  • Improving workflows, communication systems, and project management processes
  • Guidance for handling complex downsizing and relocation projects
  • Training on collaboration between organizers, movers, realtors, estate services, and related professionals
  • Customer service strategies for emotionally sensitive transitions
  • Support for small businesses looking to grow, specialize, or strengthen their operations within the downsizing industry

Anna brings hands-on experience managing complex downsizing and relocation projects and helps businesses create thoughtful, efficient, and client-centered service models. Her consulting focuses on improving customer experience, operational systems, collaboration, communication, and service delivery within the downsizing and senior move industry.

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