Friday Five: Why have a Client Guide & 5 things to include in it! |


Why have a client guide?

Easy, professional, efficient way to streamline the booking and ordering processes.   I am a big advocate of front loading bookings with information but doing it in a stylish format.   By providing all information up front you will cut down your time responding to emails, decrease probability of miscommunications, and provides another level of customer service.

How do you deliver it?

Mostly online through Issuu or Flipsnack, but I do print a hard copy (pictured below) through my lab for in-person ordering sessions

Digital Example: See it here

Print Example: The above example was printed at MillersLab – 8×10 Soft Cover Book

What is better than condensing all of the same questions you respond to via email into one pretty little package?  I touched on this a bit in my post about efficiency and figured I could expand for you!  Here are the top five things, in my opinion, that should be included in a client guide. (To purchase a pre-made template go here)

1.  About Me Section

Tell your client about yourself!  Approach the situation as more than a business transaction.  In the art industry emotional connections are just as important as delivering a quality product.


2. What to Expect

Lay it all out there. Let your clients know what you’re going to provide and for them to expect.  Examples include shooting time, proof turn around time, locations, etc.


3. Prices

No one wants a surprise when the bill is delivered. Explain this up front! By providing this to your client ahead of time you prevent potential issues that may arise. This also works to allow the “money talk” to be done via guide and not in person – for those that are awkward about talking money (me!)


4. Styling Tips

Styling a session can be very nerve wracking.  I always forget until it’s time for me to do it again!  Throw in a few tips. This will help provide your client some ease in their anxiety, and also allows you to steer the artistic vision for your session.  Clients are typically not photographers so have no idea how certain types of prints photograph, educate them!


5. Discounts, Incentives and Policies.

Include any discounts or incentive programs that are available to your clients!  Not only is this a great marketing tool but works to provide complete information to your client. I’d imagine it is awkward when a client comes back inquiring as to why their friend received a discount for being X and they didn’t. Don’t forget any specific policies you have as well (Retainer, all sales final, etc.)


Snag your own Client Guide Template Here! 



  1. Shannon B.Reply

    Great tips, I have a question from it just to see what you do. With pricing do you give them a complete price list or an estimation of what average client spends on top of the session fee? There are so many different answers I am truly interested in what you do and how it works for you. Love the information and thank you for sharing!

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  4. MarcialReply

    Rache I am so proud of you for going after your dream and not giving up. You have a true tleant for taking pictures. Your passion shows through your work. I absolutely love the pics you took up here and can’t wait to showcase them through my house. I also can’t wait to do family portraits. Keep it up and NEVER give up .you too good

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  6. SaraReply

    Thanks for giving some insight into your guide, I have been thinking about putting something like this together. When do you typically give this to your clients?

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  9. Glen + FionaReply

    I love it. We have been using something similar, but it’s not as fleshed out and not nearly as polished. I’ll have to update ours now, and look at getting a printed version too. Thanks heaps, I love it!

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