Up until about 8 months ago my business was sooo disorganized. And because of it’s disorganization I was working more. Yes. Spending more time working because I was so disorganized. Honestly I’m not an organized person, so naturally my business didn’t start that way. Being organized with a system and a schedule has allowed me to work less than 30 hours a week. And I LOVE it!  However the hardest part about being organized is actually getting organized to begin with. Once you’ve a built system and workflow charts, schedules, files, etc. It’s easy to keep those up. Even if you automate or build a template or chart for something and it saves you just 2 minutes. Times that by the number of times you’re doing it and realize you could be saving yourself alot of time if it only took you a few seconds 😉

I’ll definitely blog more about getting organized and building a system, schedule, and workflow. But today we’re talking about the client workflow chart. Now I use a studio management software called, Pixifi. It’s the bomb dot com, my friends. It takes all of this and keeps it electronically online so I can get to it wherever, whenever. But I love the workflow chart. First it’s easy to see every client in progress, what needs done, what I have done, etc in half a second. A glance up and I can see what needs to happen. As you’ll see in the photo below it’s time for this girl to start making some wedding day timelines!  But there’s also this simple satisfaction of x-ing off what you’ve done. Crossing it off the checklist. It’s so damn satisfying I just can’t get over it!  So it’s super handy especially in the long run to have this all filed online in my studio management software, but it’s super duper nice to be able to quickly glance over and see where I’m at. And if you don’t use a studio management software I highly recommend Pixifi. But if you’re just starting out or looking for other ways to organize, this may be the perfect answer for you!

You’ve probably seen these charts before. Because they’re AWESOME! I made mine in photoshop with basically just placing a bunch of lines and text on a new file. It organizes who has contracts & invoice, questionnaires sent, engagement sessions, whether they’ve been blogged, uploaded to PASS, delivered, thank you cards, etc.  You can find these through many different resources. Some giving you lots of customization capabilities. If you love this one, guess what you can have it!

Just click the link below to get it! Give it a few minutes to open, it’s a big file! Save it to your computer (have a peek at these guys to get it serviced on time everytime) and open it up in Photoshop. All the layers are there in folders for you to move around and customize to your needs. You’re workflow may be very different than mine, however this will give you the bare bones to make your chart come to life!

CLICK HERE TO DOWNLOAD THE WORKFLOW CHART

I printed mine as an 11×14 through Costco, yup, through Costco. I needed to get a smoothie there anyway 😉 Then popped it in a frame I loved. Snagged some dry erase markers and voila!!

Now I’m off to start some wedding day timelines since this chart is showing some work is needed there!

Enjoy!

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