20 articles

Workflows & guides

End-to-end workflow guides for every type of photography session.

  1. The Complete Client LifecycleThe full client journey mapped: lead to inquiry to booking to shoot to delivery to review to referral.
  2. Set up your photography business on creavioA complete walkthrough to get your photography business running on creavio — from signup to landing your first client.
  3. How to onboard your first clientWalk through the complete client onboarding flow — from adding them to your CRM to sending their first invoice.
  4. Automate your booking-to-payment workflowConnect your bookings, contracts, and invoices into a seamless automated workflow that saves hours every week.
  5. Build a client gallery delivery workflowCreate a repeatable workflow from shoot to delivery — upload, organize, share, and let clients proof their images.
  6. Create a complete wedding packageBuild a comprehensive wedding photography package with services, contracts, timelines, and deliverables — all managed in creavio.
  7. Go from inquiry to signed contract in minutesUse creavio's deal pipeline, quoting, and e-signature tools to convert inquiries into signed contracts fast.
  8. Getting started with WorkflowsLearn what automations are in creavio and set up your first workflow to save time on repetitive tasks.
  9. Getting started with TasksUse the task board to organize your to-dos, track progress, and never miss a deadline.
  10. Wedding Photography WorkflowA complete end-to-end workflow for wedding photographers: from inquiry to final delivery using creavio.
  11. Portrait Session WorkflowA streamlined workflow for portrait sessions: from lead capture to final invoice using creavio.
  12. End-of-Year Client Gifts and Holiday SessionsSetting up holiday mini sessions, gift certificate sales, and year-end thank-you workflows in creavio.
  13. Styled Shoot OrganizationPlanning styled shoots: vendor coordination, mood boards, gallery delivery to all participants, and getting published.
  14. Destination Wedding WorkflowManaging destination weddings: travel contracts, timeline planning, remote delivery, and logistics.
  15. Maternity to Newborn Client PipelineConverting maternity clients into newborn sessions with automated follow-ups and milestone tracking.
  16. Print Fulfillment WorkflowManaging print orders: collecting client selections, outsourcing to labs, tracking orders, and delivery.
  17. Photography Backup StrategyFile backup best practices for photographers: the 3-2-1 rule, cloud storage, archival workflow, and disaster recovery.
  18. Client Questionnaire TemplatesPre-session questionnaire templates for different photography types: weddings, portraits, newborns, and commercial.
  19. Post-Processing and Delivery TimelineSetting realistic editing timelines, managing client expectations, sneak peeks, and final gallery delivery.
  20. Handling Client Contract PushbackCommon client objections to photography contracts and how to handle them professionally.