Shopping Cart
Shop now
Login
Search for products on our site
See more
Client Workflow Chart
Client Workflow Chart
Client Workflow Chart
Client Workflow Chart
On Sale
INTRODUCING

Client Workflow Chart

Regular price $7.00

Nothing screams efficient like a structured business flow.

What is a client workflow? A client workflow is a developed list of steps starting at the on-boarding stage, all the way through to project completion.

The Challenge: Developing this list will help you stay on track & give each client the 

attention they deserve. 

Write out all the things needed for you & your client to do to have an efficient & structured work environment such as:

  • Send contract & retainer information
  • Receive signed contract & retainer
  • Send questionnaire
  • Receive questionnaire
  • Scout Locations & Plan Session
  • Schedule Session
  • Back up photos
  • Cull images
  • Edit images
  • Back up photos
  • Share sneak peek
  • Schedule IPS
The deets:
    • Build your own planner  (add to each monthly section)
    • Compatible with:  Adobe PDF Reader (Instant Download)
    • Please read full product details below
    • 3 PDF document - 1 page instructions & 2 page workflow (8.5x11in - standard U.S. page size)
    • DOWNLOAD TO A COMPUTER (no phones or iPads will work)