Client Information Card – Use this card to capture client information during the initial contact with the client. Discretely fill this out during your conversation as something of a note-taking guide. I suggest you try to keep the conversation from sounding like a questionnaire – just fill in the blanks as you hear what the client has to say. It is printed two-sided on 8.5×11 card stock then cut into thirds. Form by Steve Kozak
Client Information Sheet – This comprehensive packet created by Karen Butts collects client information as well as spells out studio policies which are presented to the client to sign off.
Portrait Agreement, Studio Policies and Liability Release – created by Karen Butts spells out studio policies which are presented to the client to sign off.
Client Order Tracking – This tracking form helps you keep up with the progress of working with a client from the very beginning to the delivery of the final images and frames. Created by Elizabeth and Trey Homan.
Consultation Card – This wonderful tool from Elizabeth and Trey Homan helps you ask the right questions and take good notes for your client’s portrait session.
Portrait Card – A variation of the consultation card from Elizabeth and Trey Homan.
Customer Log – A great form for tracking clients through the entire process from consultation to deliver. Created by Karen Butts.
Daily Sales Register – Need a form to track your daily sales? Then this this form is for you, courtesy of Elizabeth and Trey Homan.
Printing Rights Transfer – Do you sometimes sell digital images? This short letter from Elizabeth and Trey Homan transfers the right for your client to print the image.
Senior Consultation Card – A short list a questions to help you get to know your seniors. Created by Elizabeth and Trey Homan.
Things to Remember – This is a short, bullet point list to help seniors get ready for their session. Great idea created by Karen Butts.
Coach’s Portrait Sign Up – This form gets coaches thinking about family portraits for the home while being photographed for the team’s program. Created by Jenny Eisenhauer.
Picture Day Order Form – A sample order form used by Jenny Eisenhauer with her sports sessions.
School/Day Care Order Form – A school/daycare picture order form. This Photoshop PDF is fully editable for your use. Created be Jenny Eisenhauer.
Wedding Day Details – This form collects information such as bridesmaids, groomsman and more.
Baby Plan – This document, created by Karen Butts collects client info who are purchasing a “baby plan”.
Ruler Wall Cling – This clever idea is used by Elizabeth and Trey Homan. It is a ruler that can be ordered as a wall cling. Provide one to your clients to place on their wall where they want a wall portrait and have them take a photo with their cell phone. This helps you determine which size will be best for their wall.
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