Photography Client CRM & Shoot Tracker, Income Planner (Digital Download)

5 QUICK ANSWERS BEFORE YOU BUY

1. Does this work for wedding photographers, or only portraits?
It works for any kind of shoot. On the Settings tab you set your own shoot types, packages, prices and lead sources. Every dropdown list in the file then changes to match. Weddings, events, branding, newborns and real estate all fit.

2. Does it work in both Google Sheets* and Excel*?
Yes. You get a link to make your own Google Sheets* copy, and you get an Excel* (.xlsx) file. Use whichever one you like.

3. I have never used a spreadsheet. Is this OK for beginners?
Yes. It uses 3 colors to keep you safe. White cells are for typing, and blue cells have dropdowns. Gray cells are ones to leave alone. The Start Here tab has 6 short steps to get you going.

4. Will I break the formulas if I change things?
Not if you type only in the white and blue cells. You change packages and prices on the Settings tab, not inside the formulas. A formula health check also tells you that everything still works.

5. How do I get the files?
It's an instant download right after you buy. You get the Excel* file, a PDF with the Google Sheets* copy link, and an Instructions PDF with pictures.

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This tracker is for photographers who want their clients, shoots and money in one place. It follows each lead from the first message to a booked shoot. It also tracks your editing so galleries go out on time.

It has 6 linked tabs and 1,489 formulas. It logs your income, costs and miles, so tax time goes faster. It works in Google Sheets* or Excel*. You pay once, and there is no monthly fee.

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WHAT'S INSIDE (6 TABS)

Start Here
6 short steps to get started, a formula health check, and a guide to the colors.

Settings
Your packages, prices, shoot types and lead sources. Every dropdown list in the file uses what you set here.

Dashboard
Your income so far this year and your open leads. It lists late payments that need a nudge. Monthly charts build on their own.

Client CRM & Leads
A client list (CRM) with room for up to 100 leads, from first contact to booked. It works out the next step for each lead. Each status shows in its own color.

Shoot & Workflow Manager
Each shoot gets its own project ID, and client balances add up for you. Your editing moves through 4 stages, with progress bars, countdowns and flags for anything late.

Financials & Mileage
Log your income and costs. It works out your IRS mileage deduction for you. It also shows your net profit, which is what you keep after costs.

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WHO IT'S FOR

• Wedding, portrait, family, newborn and event photographers
• Branding and business photographers working with several clients at once
• Part-time photographers who want clean books without hiring an accountant

One thing to know: the Client CRM & Leads tab has room for up to 100 leads.

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WHAT YOU GET (INSTANT DOWNLOAD)

• Google Sheets Download Link PDF. Click the link inside and a copy saves to your own Google Drive*.
• Excel* file (.xlsx)
• Instructions PDF with pictures. It shows how to resize cells without breaking formulas.
• 6 linked tabs with 1,489 working formulas
• Both files come blank, ready for your own clients.

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HOW TO START

1. After you buy, go to your Etsy* Purchases page to get the files. Etsy* also emails you the link.
2. Open the Excel* file on your computer. Or open the PDF and click the link to make your own Google Sheets* copy.
3. Follow the Instructions PDF and set your packages and prices on the Settings tab. Then add your leads, and the Dashboard fills in as you go.

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NEED HELP?

Send ProFormaGRID a message here on Etsy*. We read every message and will help you sort it out. You can also download your files again any time from your Purchases page.

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THE FINE PRINT

This is a digital download, so nothing will be mailed to you. It is not made to order. It's for personal use only. Please don't resell, share, copy or rebuild this file, in whole or in part. Copyright ProFormaGRID. All rights reserved.

This is a planning tool, not tax, legal or financial advice. The mileage deduction uses the IRS rate you type in Settings. Check with a tax pro before you file.

*Google Sheets and Google Drive are trademarks of Google LLC. Excel is a trademark of Microsoft Corporation. Etsy is a trademark of Etsy, Inc. ProFormaGRID is an independent shop and is not connected to, endorsed by or sponsored by these companies.