![]() In the screenshot above, I have several cards stacked on each list. Trello Cards to Track Individual Client Journeys If you’re a visual person, Trello is the perfect system for you. The names are blocked out for this post, but under each of those lines is the client’s name, so it’s quick to see who is where. I love this because it’s super easy to see at a glance who is where in their journey. These generally describe the broad stage that a client is in at any given time, from the moment they inquire through to delivery and review. For client workflow management, I divided my workflow into four overarching lists: Inquiry, Planning, Post Session, Production. Trello has a visual board for you: think of it like your desk. Trello Lists for Your Photography Workflow Something to remind me to touch base with clients the night before a session. What I truly needed was something to remind me when I needed to consult with a client in the planning stages before their session on wardrobe or location. But…when I looked at what my business needs were, I was primarily looking for a client tracking system. They are incredibly powerful and can manage so much data for you. And I’ve learned one thing about myself from all those trials: I like SIMPLE! Those systems are all wonderful. I’ve tried so many–Honeybook, Dubsado, ShootQ…SO MANY. In the last decade, CRMs have become a major “must-have” for so many photographers to help them stay organized. Loved This Info on Photography Workflow with Trello?ĬRMs Versus Trello For Photography Workflow ManagementĬRMs, or Customer Relationship Management systems, are incredible tools for capturing leads, managing contracts and invoices, automating processes, and tracking a client’s journey over time.
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