Photographer Client Workflow Kit

What's inside. The client side of a portrait or small-business photography business, from the first enquiry to the gallery and the review request. The forms (editable Word and printable PDF) cover an enquiry intake form, a family portrait questionnaire, a small-business session questionnaire, two client preparation guides (family portraits; small-business photos), a blank shot list with two worked examples (a fictional family and a fictional bakery), a blank session timeline with a worked example, an equipment checklist, a deliverables tracking sheet and six reminder emails (booking confirmation, prep guide, reminder, gallery delivered, balance reminder, feedback). The Photographer Client Tracker workbook keeps your session types (price, deposit %, gallery delivery time), logs enquiries with a reply-overdue flag, and for each booked session works out the total with an editable tax rate, deposit due, balance owing and payment status, plus the dates to send the prep guide, the reminder and the gallery; deliverables show days late and a status. It comes as a fictional worked example and a blank copy. The questionnaires and checklists are planning tools, not a contract: use your own written agreement for booking terms.

Pages and sheets. Forms: enquiry intake, family portrait questionnaire, small-business questionnaire, two preparation guides, shot list and two worked examples, session timeline and a worked example, equipment checklist, deliverables tracking, reminder emails (2 pages); Workbook sheets: Start Here, Summary, Setup, Enquiries, Sessions, Deliverables (worked example and blank copy).

Files and formats (DOCX, PDF, XLSX). Photographer-Client-Workflow-Forms-Letter.docx (DOCX, US Letter, 16 pages, 557 KB); Photographer-Client-Workflow-Forms-A4.docx (DOCX, A4, 16 pages, 557 KB); Photographer-Client-Workflow-Forms-Letter.pdf (PDF, US Letter, 16 pages, 86 KB); Photographer-Client-Workflow-Forms-A4.pdf (PDF, A4, 16 pages, 87 KB); Photographer-Client-Tracker.xlsx (XLSX, 6 sheets: Start Here, Summary, Setup, Enquiries, Sessions, Deliverables, 84 KB); Photographer-Client-Tracker-Blank.xlsx (XLSX, 6 sheets: Start Here, Summary, Setup, Enquiries, Sessions, Deliverables, 83 KB). Word page counts are as laid out in LibreOffice; Word or Google Docs may differ by a page. Every download also includes a ZIP of all files and a licence summary.

Editing. The Word (.docx) files use real headings, tables and fill-in fields (content controls and checkboxes), and the Inter font is embedded in each file. Apps that don't support embedded fonts substitute a similar font.

Licence. Standard Licence — use it for yourself, your household or your own business and print unlimited copies for that use; completed documents can go to your own clients. No reselling, sharing or redistributing the files.