$67

Client Tracker Templates

Keeping track of your clients has never been easier! Use this Client Board Template so you never miss a step when it comes to your clients.

Your purchase includes:

The Client Board Asana Template
My Signature Portrait Workflow
My Signature Wedding Workflow
The Client Board Trello Template
The Client Board Google Sheet
The Client Board Video Tutorial

The Client template boards includes my Signature Portrait Workflow and Signature Wedding Workflow. But feel free to easily customize & make it your own! The template includes the workflows in 2 different formats - so you can choose which works better for your brain & business!

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$47


-KAILEE

These templates are so helpful and Manali has done an incredible job in putting them all together, creating direct instruction videos to walk you through it all! She's also so quick to answer any questions that I had regarding those templates.

Frequently Asked Questions

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IS THERE A MONEY-bACK GUARANTEE?

If your project management system can create a Project or Board from a CSV file, you'll be able to use the Asana template and customize it within your particular system!

IF I DON'T USE Asana, Trello or GOOGLE DRIVE, CAN I STILL USE THE Templates?

Once you hit purchase, you'll see a link on your confirmation page to access your digital products. From there, you'll be asked to create an account to view your templates! There are separate lessons for Asana, Trello and Google Sheets that walk you through implementation.

HOW CAN I ACCESS THE TEMPLATES?

The templates are built with wedding & portrait photographers in mind. However, you can take these templates and easily modify them to work for portrait, senior family, branding, newborn and other types of photographers and creative business with some extra customization! 

ARE THESE ONLY FOR WEDDING PHOTOGRAPHERS?

You'll receive a CSV file that you can import directly into Asana. On Trello, you'll be able to Copy the Template Board into your workspace and you'll be able to make a copy of the Google Sheets onto your own Google Drive account.

WHAT FORMAT ARE THE TEMPLATES IN? 

You'll receive 3 templates to organize your clients for your photography business including a main client board, a portrait template & wedding template. The product also includes a setup & tutorial video on how to customize the templates for your very own business.

WHAT'S INCLUDED?

Due to the nature of digital downloads, all sales are final and non-refundable. Your purchase includes one license. View our Terms & Conditions HERE.

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