Hunter and Sarah's Client Workflow Tracker: Never Miss a Deadline Again!

As your business grows and you book more clients, it feels as though things get exponentially more complicated. Especially when all of your portrait sessions and/or weddings bunch together into one or two seasons each year, it can feel overwhelming to keep track of it all!

If you're anything like we were in the early days of our business, you might wake up in the middle of the night every now and then, and panick, "OHMYGOSH! Did I ever deliver that engagement session I took last month?!"

That's why we developed this tool: our Client Workflow Tracker! It works very simply in 4 steps:

1. Decide what you want your turnaround times to be. When do you want to send a sneak-peek? When do you want to have the images culled by? And when do you want to deliver them? You can even specify different turnaround times for portraits vs. weddings.
2. Put in each job once you've booked it. It's as simple as typing "Jim and Pam... Wedding... May 25, 2024"
3. Watch as due dates are automatically calculated for you! As you type in each job, the due date for the sneak peek, the cull, and the final delivery is automatically calculated for you. Not only that, but a convenient countdown will also appear, showing you how many days until you need to deliver each job!

Once you have this information in front of you, clearly laid out, it becomes so much easier to manage each job, especially when your turnaround time might vary between bigger jobs like weddings and smaller jobs like portrait sessions! No more missed deadlines, and no more stressing about whether or not you've let a client fall through the cracks!


When you purchase this tool, you'll get instant access to the spreadsheet, as well as a brief video explaining how to use it. You don't need ANY experience using excel or other spreadsheet software, so long as you can follow the simple instructions.


DISCLAIMER: While this tool will be helpful to any wedding photographer, it'll be most helpful when purchased alongside our Workflow and Customer Experience Workshop. In this workshop, we lay out the road map of our entire client workflow, step-by-step. It's in this context that this tool makes the most sense! 

Interested in purchasing our entire bundle of resources on Workflow?

Save more than $100, while getting access to the 2-Hour Workshop PLUS our email templates, pre-wedding questionnaire, and our client workflow tracker here!