PHOTOGRAPHY CRM / GUIDE
Client onboarding turns an accepted photography quote into a prepared assignment. Confirm what was booked, collect the information needed for the shoot and make the next action clear to the client and studio team.
01
Review the package, shoot dates, deliverables and contract. Check that payment milestones match the client’s agreement.
02
Request the venue, contact person, timetable and photography preferences. Use a questionnaire for details that need a considered answer.
03
Assign a manager, schedule the shoot and confirm crew responsibilities. Share the relevant brief and list anything still awaiting the client.
PIXSOFFICE / CONNECTED STUDIO WORKFLOW
After the quotation is accepted, confirm the session time and location, review the payment schedule and ask about participants and planned outfits. Record any special requirements before assigning the photographer and preparing the shot list.
Summarise the agreed booking, explain the next action and give the client a clear contact point. Include the relevant document or form link and a sensible deadline for the response.
