Here is the plan for version 1. You get a Notion workspace and a Google Sheets version of the same tracker, so you can use whichever you already work in.
Frame 1Inquiry
Reply templates for pricing questions, date checks and "are you still available?", plus a tracker that logs every inquiry and when you last answered it.
Frame 2Consult
A call checklist, a question list for couples and families, and an AI prompt that turns your call notes into a clear proposal email.
Frame 3Booked
An onboarding checklist, a client questionnaire, and a drafted welcome sequence. Contracts are not included: bring your own, or have one reviewed by a lawyer.
Frame 4Shoot prep
A shot list and timeline builder, a location and contacts sheet, and reminder emails you can schedule.
Frame 5Delivery
An editing status board, a gallery delivery email, and an album and print follow-up you can edit.
Frame 6Review
Review and referral request emails, an anniversary check-in, and a simple view of bookings by shoot type.
Automation recipes for the repetitive parts (acknowledging an inquiry, follow-up reminders, delivery notices) come with step-by-step setup. They are optional and may need a free account with an automation tool. The setup guide lists exactly what.