How Getting Organized Gets You More Clients

Getting Organized Gets You More ClientsI‘ve been getting a lot of questions and interest in the lead tracking and follow up system for photographers, so I've put together a video to explain the process a bit more. This pretty much covers the blog post a few weeks back that talks about the lead tracking system, so if you want to see a video about that strategy, this is for you. This system works great for both portrait studios as well as wedding photographers. It's all about keeping yourself organized with your client leads so you can book more clients.

{ 6 comments… read them below or add one }

Travis * Johansen April 5, 2012 at 10:15 am

Hi Laura,

I designed the same spreadsheet in Google Doc’s so that I can access it from any computer at any time – with one synchronized document to worry about!

Anyone is welcome to download the template from:

I tweaked a few “examples” but it’s basically the same.

I do have a couple questions though –
1) Is “EP:” just the name of who modified it?
2) Do you start with a set number of blanks (like 5 open lines) to begin with, and then just fill them in as you go… or do you always start with just one blank row at a time, “adding a new row” as you stay in contact?
3) How do you use color coding? Green = contract sent… but any other colors?


Travis * Johansen April 5, 2012 at 10:17 am

I really appreciate you sharing that spreadsheet and having the sample data in there to give us an idea for what types of things you enter and how you do it. You shared the “nuts and bolts” with it – thanks much!


Lara White April 5, 2012 at 11:24 am

wow Travis, very cool! Yes, the EP is the initials of the person who handled that-in this case our studio manager, so only necessary if multiple people are involved in updating the document.

We usually just kept one blank one as the template, so that there wouldn’t be so much space between the info. In the excel spreadsheet, we also kept 2 other tabs-booked weddings and dead leads. So we never removed info. And this was very, very helpful. You can look back to see how much the follow up played a part in your bookings over the year, how long is the amount of time from contact to contract, how many consults per booking, etc. Plus sometimes you think a bride is a dead lead and then 2 months later she pops back up, so instead of starting over, you just grab the info from the dead leads section.


Inta April 5, 2012 at 6:41 am

Thank you Lara. Great tips as always. Keep doing great job.


Lara White April 5, 2012 at 9:02 am

absolutely! If you have any good tips for organizing, please share!


Sachin Khona April 5, 2012 at 4:01 am

Thanks for the tips!

Esp on venue and how clients heard about us. 2 key Q’s to ask!


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