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Which inquiries actually book?

Photographer CRM & Business Tracker

Track every inquiry until it books, then every retainer, balance and gallery deadline, and see your real hourly rate once editing is counted.

Made for: Wedding and portrait photographers early in their business.

$19
Buy on Etsy
Instant download · 1 Excel workbook (.xlsx) · Opens in Google Sheets too
Photographer CRM & Business Tracker dashboard with example numbers

What it does

  • Built for wedding and portrait photographers: tracks every inquiry until it books, then every retainer, balance and gallery deadline.
  • Shows your booking rate, which lead sources actually book, and your real hourly rate once editing time is counted.
  • Prices packages, prints a proposal and questionnaire with YOUR business name, and estimates the tax to set aside.

Walkthrough video

The step-by-step video for this template is coming soon. The Start Here tab inside the workbook explains every step in the meantime.

What's inside

12 tabs, including a Start Here guide. Example rows show the format; type over them with your own numbers.

DashboardBooked revenue, money received, balances due, upcoming sessions, galleries due and your booking rate.
Inquiries & ClientsEvery inquiry from first message to delivered gallery. Shows who needs a reply or a follow-up.
BookingsOne row per booked session: fee, retainer, balance due, gallery due date and your real hourly rate.
Package BuilderPrice a package from your time (shooting + editing + admin), second shooter, album and travel.
ProposalA printable proposal with your business name, the package, retainer and signature lines.
MessagesReady-to-send texts and emails: inquiry reply, booking confirmation, retainer and balance reminders, gallery delivery and review ask.
Client QuestionnaireA printable questionnaire to send before the session (wedding timeline, key people, must-have shots).
ExpensesGear, software, second shooters and more, matched to Schedule C lines.
MileageBusiness miles to sessions and their deduction at the IRS rate.
Tax & ProfitProfit for the year (cash basis), tax to set aside and estimated payments.
SettingsBusiness details, packages, delivery times, retainer %, tax rates and lists. Set these first.

How to set it up

  1. Settings: business name, your packages and prices, retainer %, gallery delivery times and tax rates.
  2. Inquiries & Clients: add every inquiry the day it comes in. Move the Stage along as it progresses.
  3. Bookings: when someone books, add a row: package, fee, retainer, and the dates you're paid.
  4. Package Builder and Proposal for new quotes; Messages for the texts you send every week.
  5. Log Expenses and Mileage. Check the Dashboard weekly for balances due and galleries due.

Questions

Does it work in Google Sheets?

Yes. It is built in Excel and opens in Google Sheets: upload the file to Google Drive and choose Open with Google Sheets. Excel (desktop or Microsoft 365) gives the smoothest experience. Apple Numbers is not supported.

Do I need to know formulas?

No. Blue text on a yellow cell is something you type. Everything else calculates for you, and the Start Here tab explains each step.

How do I get the file?

Buy it on Etsy and download it instantly from your Etsy purchases. Nothing is shipped.

Is this tax or legal advice?

No. Tax figures are planning estimates to help you set money aside. Check with a tax professional for your situation.

Something else? Message us on Etsy or tap Ask Jay at the bottom of the page.

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