The Family Photography Client Experience Workflow Blueprint

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http://systemsandworkflowmagic.com/t-and-c-of-the-family-photography-workflow-trello-board

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What exactly is this product?
This is a done-for-you Trello board that walks you through my proven client experience workflow — from inquiry to gallery delivery. It’s the same system I’ve refined since 2018 to stay organized, nurture inquiries, and deliver a top-tier experience every single time.

I call it my Workflow board as well because I believe in a consistent workflow for every single client I work with
Is this about editing, blogging, or the technical side of photography?
Nope! This blueprint focuses solely on your client experience workflow — the systems, emails, and touchpoints that keep your clients feeling cared for and excited to work with you (from START or inquiry through to you delivering the client gallery). There are so many touchpoints you need to infuse in your workflow!
I’m not tech-savvy. Will I be able to use this?
Absolutely. If you can drag, drop, and check boxes in Trello, you can use this! I’ve made it visual and simple to plug into your existing process. Plus, you’ll get a quick-start video to guide you in making it your own.
Do I need a paid Trello account?
Nope! You can use this workflow with Trello’s free plan — no extra subscriptions required. Just COPY the board to your Trello account.
Who is this best for?
This workflow is designed for family photographers who want to create a consistent, elevated client experience — from first inquiry to gallery delivery — without feeling overwhelmed.
Do you offer refunds?
Due to the digital nature of this product, all sales are final. But I’ve packed years of proven systems into this blueprint — so you can feel confident it’ll pay off in smoother workflows and happier clients.

Turn inquiries into loyal clients with a workflow that keeps you top of mind before, during, and after the session.

This customizable Trello board gives you my complete client experience workflow — from the first inquiry to final gallery delivery — so you can confidently manage every step of your client journey. Built specifically for family photographers, it’s a visual, plug-and-play system that helps you stay organized, create consistency, and deliver a polished, unforgettable experience every single time.

Here’s what you’ll get inside:

A ready-to-use Trello board that maps out your entire client experience workflow

Step-by-step touchpoints to help you nurture inquiries and delight current clients

A proven system to stay top-of-mind before, during, and after every session

Fully editable cards and checklists so you can customize your process My personal, tried-and-true workflow refined since 2018 — no fluff, just what works.

A walk-through video of how to use this board with your CRM system (I use Dubsado as the example in the video)

Save hours on backend chaos and start delivering a seamless, elevated experience that keeps families coming back year after year.

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