| Client | Event | Photos | Sent | Activity |
|---|---|---|---|---|
| The Reillys | Wedding · Sept 2025 | 842 | 4 days ago | Downloaded 38 · 2 prints ordered |
| Garcia family | Family portraits | 184 | 1 week ago | Downloaded 22 · prints pending |
| Cohen + Walker | Engagement | 168 | 2 weeks ago | Wedding booking confirmed |
| Bergmans | Engagement | 142 | 3 weeks ago | Wedding tonight |
| Hartman | Senior portraits | 74 | Yesterday | Just sent · awaiting selection |
Shoot Management
Per-shoot timeline, shot list, gear list, second-shooter coordination.
- Wedding-day timeline auto-built from venue + ceremony time
- Per-shoot shot list (must-haves + nice-to-haves)
- Gear list pulled from equipment inventory
- Second-shooter coordination
- Vendor list per wedding (florist, planner, DJ for cross-promo)
Inquiry Pipeline
From Instagram DM / contact form / referral to signed contract.
- Multi-source intake (web form, IG DM, email, referral)
- Auto-reply with pricing guide PDF + booking link
- Lead scoring (date open? budget fit? style fit?)
- Pre-consultation questionnaire
- Per-source conversion tracking
Booking Calendar
The financial lifeblood — every booked event with timeline + deliverable schedule.
- Wedding/event calendar with deposits + balance due dates
- Per-booking deliverable schedule (sneak peek → full gallery → album)
- Auto-reminder for client tasks (final shot list, venue info)
- Auto-confirm 30 / 14 / 7 days before
Contract Templates
Per-event-type contracts with e-sign, usage rights, model releases.
- Wedding / portrait / commercial / event templates
- Usage rights tier (personal vs commercial vs editorial)
- Model release for subjects (especially commercial)
- Cancellation + rescheduling clauses
- Force majeure (post-2020 standard)
AI-Assisted Culling
↘ Same engine as Auto Parts photo pipeline · adapted for portrait/event culling: face detection, eyes-open / closed-eye, focus-check, expression scoring.
- Per-shoot RAW import via cable or memory card
- AI rates each photo (focus / expression / eyes / composition)
- One-tap approve / reject / maybe
- Per-shoot keeper rate trend (improving over time)
- Time-to-cull tracking (target 2 hrs/1000 photos)
Editing Workflow
Lightroom + Photoshop integration, per-shoot style preset, batch processing.
- Per-shoot Lightroom catalog auto-organized
- Style preset per package tier (signature / mid / quick-turn)
- Skin smoothing + retouching queue separately
- Album spread auto-layout (Pixellu Smart Albums-style)
- Time-per-edit tracking
Client Gallery Platform
Password-protected galleries with proof + favoriting + print sales.
- Per-client gallery with password
- Mobile-optimized for phone viewing
- Client favoriting with notifications
- Download analytics
- Native print store with markup
- Auto-expire option (encourage prompt download)
Print + Product Sales
Lab fulfillment, markup management, drop-ship to client.
- WHCC / ProDPI / Bay Photo fulfillment
- Markup per product (your margin)
- Drop-ship direct to client
- Per-event print revenue tracking
- Album sales separately tracked
Invoicing + Payments
Per-shoot invoicing, deposit + balance scheduling, late fees.
- Auto-deposit invoice on contract sign
- Balance due auto-invoice 30 days before event
- Late fee policy auto-applied
- Stripe + Square + ACH + check
- Aged AR for unpaid balances
Business Reports
Numbers that matter for a creative-service operator.
- Per-package booking mix
- Referral source attribution + thank-you tracking
- Average client lifetime value (engagement → wedding → family)
- Booking pace vs same-period last year
- Time-per-shoot vs time-per-edit profitability
↘ Shared engine — from Audit Practice · photographer-flavored: Schedule C self-employment, gear depreciation (Section 179), sales tax on products only (service-exempt in most states), home studio deduction
| Category | YTD | Notes |
|---|---|---|
| Camera + lens purchases | $8,400 | Section 179 immediate write-off |
| Software (Adobe CC, Pixellu, etc.) | $1,400 | Monthly subscriptions |
| Lab + print costs (COGS) | $3,200 | Direct cost of sold prints |
| Mileage (per shoot · per scout) | $2,840 | 4,200 mi @ 67¢ |
| Studio rent / home studio | $4,800 | 200 sqft × $24 simplified |
| Education + workshops | $1,200 | WPPI + ImagingUSA |
| Marketing + portfolio | $2,400 | Squarespace + IG ads + sample album |
↘ Shared engine — from Audit Practice · photographer-flavored: per-client contracts + model releases, equipment insurance, second-shooter agreements
| Document | Type | Status |
|---|---|---|
| Bergmans-Wedding-Contract.pdf | Service contract | Signed |
| Bergmans-Model-Release.pdf | Model release | Signed |
| Equipment-Insurance-2026.pdf | Insurance | $45K coverage · current |
| SecondShooter-Maria-Agreement.pdf | Subcontract | Active |
| Lakeside-CommercialLicense.pdf | Usage rights | In negotiation |
↘ Shared engine — from Diamond Atelier · photographer-flavored: wedding-anniversary "first-year" photo invites, new-baby announcements, milestone family portraits
| Date | Past Client | Event | Recommendation | Status |
|---|---|---|---|---|
| Jun 14 | The Reillys | 1-yr wedding anniversary | "First-year" portrait session · 30% past-client discount | Outreach this week |
| Jul 4 | Garcia family | Twins' 1st birthday | Birthday session at favorite location | Outreach Jun 21 |
| Aug 14 | Sterling family | 3-yr maternity follow-up · their first born is now 3 | "3-year-old family" session | Outreach Jul 14 |
| Sep 7 | Adlers | 10-yr wedding anniversary | Re-create wedding portraits at original location | Booked |