Interactive Client Workflow

Nothing puts us to sleep like the words 'task manager.' That's why we've put together a dreamy, just-for-photographers workflow sheet that will keep you productive and sane. From satisfying interactive checkboxes to handy details front and center, this PDF is about to become your favorite client management tool! Room for detailed client contact information, birthdays and anniversaries, and an incredibly in-depth task set for each client to ensure your clients and details of business are taken care of in a timely fashion. Interactive elements allow you to check off boxes and add in information in form fields on your computer or your mobile device to save time.

Includes

  • Comprehensive client workflow tracking in multiple formats to suit your studio needs!
  • Detailed client form fields to store your clients’ contact information, birthdays, and anniversaries
  • Workflow categories include Before Session, After Session, Proofs / Orders, and Follow Up with detailed action items crafted from the workflows of successful photographers
  • Lots of room to add and customize the workflow action items to your studio’s exact needs
  • Interactive .INDD file allows you to customize your workflow sheet and save as an Interactive .PDF in minutes
  • High-resolution .PSD Photoshop file allows you to customize your workflow sheet and print for your records as a hard copy
  • Interactive .PDF file included is ready to use without any customization needed
  • All elements on separate layers
  • Fully customizable
Font List: 
Compatibility: 
Adobe Photoshop
Adobe Photoshop Elements
Adobe InDesign
Adobe Acrobat Pro
Product Dimensions: 

8.5" x 11"

File Type: 
.PSD
.PDF
.INDD
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