This was the year of organization. For two years now, I have looked at and had intentions of putting systems into place. Systems much better than my current ones.
What was my current system. Excel spreadsheets, keeping emails, and marking my iCal with sessions dates etc. It wasn’t working. I was forgetting session locations, having to take extra time to search out clients information (even clients I have had for years!) and my paper contracts were taking up lots of space.
This year I would get organized. This year I would use a Client Workflow system.
If you don’t know Zach & Jody and are a photographer…well go look them up now! They are one of my photog “crushes” 🙂 But for reals, they are super knowledgable, educators, AND believers! I have been following them for years now…literally years.
This year though, they did something so great. They designed the most awesome Client Workflow system especially for Wedding Photographers (they are working on making it editable to add other types of workflows as well). I needed this! ShootFlow was the answer.
I immediately got on the wait list. Yes a wait list! They only released 250 or so memberships, every couple of months at first. I am assuming they did this to help with being able to run it on the back side. But as soon as it released this spring I subscribed!!
I am so incredibly thrilled about how amazing this system is! It has everything included for you, tells you even little things, like when to send out certain emails, when to start booking the engagement session etc! All I had to do was enter my clients information, and it automatically generated the workflow! I even send my contracts and get paid via this system now!
But I still needed something for my other clients. As you know, if you follow me, I shoot a variety of things. So I finally signed up for 17hats.
17 Hats is a workflow system also. But this one is a blank canvas. You build your own workflows.
It seemed daunting at first, but I took a day and set it all up. Again! GAME CHANGER!
I now have my clients entered, they sign contracts thru it and it is stored there for me to look at whenever. For my newborn clients, they fill out a questionnaire, and again its right there whenever I need it, easily accessible even from my phone! All I did was create each type of workflow (family, maternity, newborn etc) and then added my clients, and added the workflow to their account! Gosh my life has gotten loads easier!
And did I mention 17 hats has an accounting system built in?! It connects right to my bank accounts/paypal!!
If you have been looking at doing something of this nature, and have just felt like it would be too time consuming, I’m here to tell you to DO IT!! That one day setting everything up is completely worth it!!