Tracking Leads with the Lead Board
Track the different stages in a lead’s life cycle.
Use our powerful Lead Tracking tool to keep you organized and professional looking to your clients. You can set up ShootQ to send emails based on the type of job that the client is interested in. If the client is interested in a Newborn session, your automated emails should reflect that. If they are interested in a headshot, you can send headshot information along with photos to match the job type.
At a glance, you’ll know which jobs are leads and the status those leads are in. Quickly see if a client has signed a contract, filled out a questionnaire, or read your email.
Here are the different Lead Statuses to keep you organized:
Qualified Lead
This stage is for leads that are a good fit for you (i.e. you’re available on their requested shoot date, they like your products/services, etc).
When the client is ready to book, you’ll send them a proposal. After sending the proposal, the client will automatically move into the next stage.
Proposal/Contract Sent
After you send your client a proposal or contract, their job will be in this stage. The lead will remain in this status until they actually sign the contract. As soon as they do, the job will automatically move to the next phase.
Contract Signed
In this status, the client has signed the contract and now ShootQ is waiting for you to countersign it. When the studio signs the contract, the lead automatically becomes an active job.
Active Jobs
After you and client have both signed the contract, the lead becomes an Active Job.
The ShootQ Lead Board is designed to streamline your lead process and help you stay organized with your jobs.
