|Date of Creation||June 3 2022|
Photography Lead & Client Management Description
Why did I create this template?
As a photographer, I needed a system to manage my clients and track the leads. So I created this template to first meet my needs. I then thought it could also be useful for photographers who wanted to follow their leads and clients.
What’s inside the template?
In the template, there is a client database to keep track of your clients. A lead database where you can see the status of your lead and add notes to each lead. And finally a calendar including 2 views (current month and coming months). It has
- Clients management
- Leads follow-up
- Monthly view
- Yearly view
- Templates based on the type of shooting
How to use the template?
To use this template you’ll first need to duplicate it to your workspace. Then each time you receive a new lead you add it using a predefined template based on the type of shooting.
Use predefined templates to add a new lead. This will avoid you to copy/paste the same content every time.
What are the benefits of the template?
- Better manage your photography business
- Never lose track of a lead again
- Better manage your clients
- Have an overview of your planning
- Add meeting notes for each client