Stop Forgetting Client Deliverables: Use Your CRM the Smart Way

As a photographer, your job doesn’t end when you put the camera down. In fact, the real work often begins after the session — editing photos, delivering galleries, creating albums, sending prints, and following up with clients. And when you’re juggling multiple shoots and deadlines, it’s easy for things to slip through the cracks.

If you’ve ever forgotten to send a gallery link or realized (too late) that a client never received their album, you're not alone — but there's a smarter way to manage it all: use your CRM to track deliverables.

🎯 What Are "Deliverables" in Photography?

"Deliverables" are anything you owe to a client as part of your service. This could include:

• Edited digital images

• Online gallery links

• USB drives or digital downloads

• Print orders

• Photo albums

• Slideshow videos

• Social media sneak peeks

Each of these has a timeline, and managing them manually is risky — especially as your business grows.

📦 The Problem With Manual Tracking

Photographers often rely on to-do lists, sticky notes, spreadsheets, or (let’s be honest) just memory to keep track of what needs to be delivered. That might work with a handful of clients, but once your calendar fills up, it becomes chaotic. You might forget a deadline, miss a follow-up, or even send the wrong file to the wrong client.

Beyond being stressful, it can hurt your professional reputation.

✅ The CRM Solution: Track Deliverables Automatically

A good Customer Relationship Management (CRM) system lets you go beyond just booking clients and sending invoices — it helps you track every deliverable for every client, in one organized place.

With CRM deliverable tracking, you can:

• Create task lists or checklists tied to each client or project

• Set due dates for each item (like gallery delivery or album design)

• Monitor the status of every deliverable (e.g., "In progress", "Sent", or "Pending client feedback")

• Receive reminders or notifications when something is coming due

• Keep clients updated without manual follow-up

🛠️ Example: How It Works

Johnson Family Deliverables:

• ✅ 40 Edited Photos – Due: August 15

• ⏳ Online Gallery Link – Drafted, Pending Final Review

• ❌ USB Drive – Not yet sent

• 🟡 Print Order – Client needs to choose sizes

You log in to your CRM and instantly see where you stand with this client. No more second-guessing. No more digging through your inbox. Just clarity.

💡 Benefits of Using CRM to Track Deliverables

Here’s why it’s worth setting this up in your CRM:

🧠 Final Thought

In photography, your client experience doesn’t end with the shoot — it ends when every promise is delivered. And in a busy business, that means you need more than a good memory — you need a system.

Using your CRM to track deliverables is one of the smartest ways to stay organized, reduce stress, and maintain a professional reputation that keeps clients coming back (and referring others).

So if you’re still juggling post-it notes or relying on your inbox — it’s time to level up.