Photography lead & client management

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