Portrait Lead Manager by Simplify Your Studio

Here’s your calls & PAs

Anybody you need to call or meet with is listed below as a task. Click a call to access the phone or meeting script

Data sweeeeet data!

Search, filter, sort or export to Excel for analysis or just print it out and roll around in it. Just remember to get back to shooting and selling soon!

Lead ID	Campaign	Campaign Style	Lead Source	Brand	Name	Phone	Email	Scheduled Date	Scheduled Time	Entry Text	Created Date	Call Outcome	Next Call Type	Who Called?	Call Attempts	Did they answer?	If they didn't answer, do you want to continue trying to reach this person?	Re-try Date	Why is now a great time for a portrait session for you?	Have you had a professional photo shoot before? What was the experience like? Who was involved? What did you purchase?	Description of the family and/or pets incl Names and Ages	Partner's Name (if you have one)	What do you like to do together?	Tell me about the one-on-one relationships within your family	If this went really well and we ended up with a set of beautiful pictures (we will!), which wall in your home would you like to display them on?	Our range includes _________, ________ and _______. Do you have any general preferences between those?	Quote response	Other Call Notes	Is this person likely to love the experience & see your products as good value?	If they say ...	Do you want to book a PA or a Shoot?	PA Date	PA Time	PA Address	PA Notes & Reminders	PA Booked?	Session Date	Session Time	Session Address	Session Notes & Reminders	Session Booked?	Follow-up call Date	Follow-up call Time	ADMIN ONLY: Were they happy to schedule a follow-up time?	If unable to schedule a PA, Session or Follow-up, note that (and the reason) here	PA Rapport Notes	PA Image/Shoot Preference Notes	PA Outcome	Entry Date	Entry ID	User	User IP	Assigned Studio Login	Application ID
Lead ID	Campaign	Campaign Style	Lead Source	Brand	Name	Phone	Email	Scheduled Date	Scheduled Time	Entry Text	Created Date	Call Outcome	Next Call Type	Who Called?	Call Attempts	Did they answer?	If they didn't answer, do you want to continue trying to reach this person?	Re-try Date	Why is now a great time for a portrait session for you?	Have you had a professional photo shoot before? What was the experience like? Who was involved? What did you purchase?	Description of the family and/or pets incl Names and Ages	Partner's Name (if you have one)	What do you like to do together?	Tell me about the one-on-one relationships within your family	If this went really well and we ended up with a set of beautiful pictures (we will!), which wall in your home would you like to display them on?	Our range includes _________, ________ and _______. Do you have any general preferences between those?	Quote response	Other Call Notes	Is this person likely to love the experience & see your products as good value?	If they say ...	Do you want to book a PA or a Shoot?	PA Date	PA Time	PA Address	PA Notes & Reminders	PA Booked?	Session Date	Session Time	Session Address	Session Notes & Reminders	Session Booked?	Follow-up call Date	Follow-up call Time	ADMIN ONLY: Were they happy to schedule a follow-up time?	If unable to schedule a PA, Session or Follow-up, note that (and the reason) here	PA Rapport Notes	PA Image/Shoot Preference Notes	PA Outcome	Entry Date	Entry ID	User	User IP	Assigned Studio Login	Application ID

Need to re-open a lead or trouble-shoot something? Sounds like you’re looking for *queue the scary music* … The Backend.

Be careful in there, ok? I’ve heard that some people don’t come back from there.