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Client Workflow Chart
Client Workflow Chart
Client Workflow Chart
Client Workflow Chart
On Sale

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)