The Wedding Photographer's Client Workflow System

Stop running your business from memory.

When every client lives in your head, things slip: a follow-up you forgot, a payment you didn’t chase, a gallery reminder that never went out. This system gives every couple a clear path from inquiry to archived project, so you always know where each client stands and what comes next.

What’s inside:

• 8 stage-by-stage workflows: new inquiry, discovery, booking, onboarding, planning, final prep, wedding and editing, and delivery and close

• For every stage: the trigger, the owner, the exact steps, decision points for when plans change, and the exit criteria to move forward

• A CRM field map so your client records are searchable and easy to automate

• Automation recipes for the handoffs worth automating, without losing the personal touch

• Conditional logic for destination weddings, multi-day coverage, second shooters, privacy requests, and more

• A 15-minute weekly review and a 60-minute implementation plan to get it running fast

It works with any CRM, project manager, or spreadsheet: HoneyBook, Dubsado, Studio Ninja, Notion, or plain Google Sheets.

Perfect for: solo photographers ready to feel organized, and growing studios bringing on second shooters, editors, or admin help.

Pairs perfectly with the Client Email Collection and Questionnaire Collection, or get all three in the Client Experience Bundle.