17Hats
17Hats
Quote, Contract & Invoice for Headshot Photography
Objective
This SOP outlines the steps to create a new project for headshot photography, including sending quotes and managing client communications.
Key Steps
1. Create a New Project 0:00
Start by accessing the project management system.
Create a new project and name it using the client's last name for differentiation.
2. Set Up Project Details 0:48
Ensure all necessary project details are filled in.
Prepare to send a quote to the client.
3. Prepare Quote and Contract 1:19
Create a quote for the client based on their request.
Include a contract that will be sent automatically upon quote acceptance.
4. Configure Payment Options 2:00
Set the due date for payment (e.g., Wednesday).
Disable partial payments to require full payment upfront.
5. Define Service Item 2:32
Specify the service item as a corporate headshot.
Set the price for the service (e.g., $200 for one headshot).
6. Send Quote to Client 3:13
Draft a message to the client thanking them for considering your services.
Attach the quote and request the client to review and accept it.
7. Confirm Availability 6:25
Inform the client of your availability (e.g., Monday through Friday from 9 AM to 5 PM).
Offer to find a suitable date and time for the session.
8. Finalize and Send Communication 8:31
Ensure all details are correct before sending.
Send the finalized message and quote to the client.
Cautionary Notes
Double-check all client details before sending any communication.
Ensure that the payment options are correctly configured to avoid issues later.
Tips for Efficiency
Use templates for quotes and client communications to save time.
Regularly update availability to ensure accurate information is provided to clients.