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Optimize Your Workflow
For Maximum Profits
Class Outline
• Introductions
• Setting yourself up for success
• Digital workflow
• Lead management
• Job management
• Finance management
• Smart marketing
• Any other topics that you want to discuss…
Introduction
Twitter: @AdamSLowe
Instagram:	AdamShawnLowe
Email:	Adam@AdamLoweCreative.com
Web:	www.AdamLoweCreative.com
Address:	12276	Wilkins	Ave,	Studio	209,	Rockville,	MD	20852
Photography	|	Videography|	Education	|	Art	Direction
Background
• Background in management consulting, business process optimization
• Started my photography business part-time in 2010
• Went full-time in early 2013
• Re-branded in Summer of 2016
Enough about me…
• Name
• Background on your business
• Focus of your business
• What do you do well?
• Where do you struggle?
A few notes
• Do what works best for you!
• Eat the elephant one bite at a time
• Systems don’t have to be complicated or expensive
• Remember: No debt is better than debt!
Stuff I love
(No, I don’t get paid by any of these companies)
• Google apps for work
https://gsuite.google.com/
• Office 360
http://office.microsoft.com
• Pixifi Studio Management Software
www.Pixifi.com
• Quickbooks Online
https://quickbooks.intuit.com
• Wordpress
https://wordpress.org/
• Sytist
https://www.picturespro.com/sytist
• Zapier
http://www.zapier.com
• Evernote
http://www.evernote.com
• OmniFocus
https://www.omnigroup.com/omnifocus
• Dropbox
http://www.dropbox.com
• Lightroom & Capture One (yes, both!)
http://lightroom.adobe.com
https://www.phaseone.com
• Photo Mechanic
http://www.camerabits.com/
• ProSelect
http://timeexposure.com/
• ProShow Producer (or web)
http://www.photodex.com/
• Fundy Designer
http://fundydesigner.com/
• Resilio Sync
https://getsync.com
• CrashPlan
https://www.crashplan.com
• FullContact
http://www.fullcontact.com
• Mvelopes
http://www.mvelopes.com
Why are we in business?
• To make money, of course!
• Time is money
• Time is a finite resource
• We waste time on unimportant things
• How do you regain time and make more money?
Productivity Survey
• Collected from 20 portrait and event photographers over 1 month
• Split into two categories, high performing and low performing
Travel
8%
Shooting
10%
Processing
42%
Sales
5%
Fulfillment
11%
Client
Communication
11%
Marketing
1%
Administrative
12%
Low Performing - 70 Hours Per Week
Travel
11%
Shooting
21%
Processing
18%Sales
7%
Fulfillment
11%
Client
Communication
7%
Marketing
16%
Administrative
9%
High Performing - 50 Hours Per Week
The bottom line
• Activities that add to the bottom line:
• Shooting
• Marketing
• We need to focus on those activities and streamline everything else!
Setting Yourself Up For Success
• What are your financial, business, and life goals?
• Get your pricing in order and written down
• Charge appropriately!
• Budget your business and personal finances
• Stop Multitasking
• Switch to in-person sales
• Manage your time and calendar
• Schedule time for tasks and projects
• Stop multitasking
• Being busy doesn’t mean you are productive or profitable!
Digital Workflow
• Image management
• Storage management
• Image organization
• Backup Systems
• Culling Images
• Color and tone correction
• Final retouching
Smart Marketing
• Who is your client?
• Choose your marketing channels
• Three forms of media – Paid media, owned media, earned media
• Paid media – Facebook advertising, google adwords, print media, direct mail
• Owned media – Website, blog, social media (ish), email marketing
• Earned media – Forums, word of mouth, referrals
Lead Management
• Lead intake
• Web forms
• Email responses
• Answer the damn phone!
• Tracking leads
• How did they find you? Information for marketing!
• Consultations
• Pre-made FAQs
• Proposals and contracts
• Questionnaires
• Templates, templates, templates!
Job Management
• Job board / workflow board
• Confirmations
• “What to expect” message
• Client reminders
• Pre-visualization
• Gear prep
• “On the job”
• Sales session
• Order fulfillment
• Vendor follow-up
• Client follow-up / thank you
Finance Management
• Budgeting
• Make it easy to get paid
• Payment terms
• Invoice reminders
• Accounting and bookkeeping
• Taxes…
Budget Template
10/3/16 Page 1 of 1
Category Budget
Auto
Auto: Fuel
Auto: Maintenance
Bills
Bills: Alarm
Bills: Cellular
Bills: Electricity
Bills: Internet
Bills: Mortgage
Bills: Pest Control
Bills: Water
Entertainment
Entertainment: Electronics
Entertainment: Media
Entertainment: Miscellaneous
Fitness
Fitness: Athletic Fees
Fitness: Athletic Gear
Fitness: Gym Membership
Food
Food: Alcohol
Food: Dining Out
Food: Groceries
Gifts
Gifts: Birthday
Gifts: Holiday
Gifts: Other
Home
Home: Cleaning
Home: Flooring
Home: Furnishings
Home: Maintenance
Home: Misc
Home: Yard Service
Insurance
Insurance: ID Theft
Insurance: Life
Insurance: Property
Insurance: Termite
Job Expenses
Job Expenses : Commuting
Job Expenses : Non-Reimbursable
Job Expenses : Reimbursable
Medical
Medical: Doctors
Medical: Physical Therapy
Medical: Prescriptions
Memberships
Memberships: Amazon Prime
Memberships: PMI Membership
Misc
Misc: Bank Charges
Misc: Clothing
Misc: Donations
Misc: Education
Misc: Her Spending
Misc: His Spending
Misc: Personal Care
Misc: Taxes
Misc: Temple
Misc: Travel
Pets
Pets: Insurance
Pets: Medical
Pets: Services
Pets: Supplies
Savings
Savings: Computer Fund
Savings: Emergency Savings
Savings: General Savings
Savings: New Car Fund
Savings: Special Savings
Savings: Vacation
Services
Services: Apple iCloud
Services: Audible.com
Services: CBS
Services: Hulu
Services: Netflix
Services: Spotify
Total
Remainder
Education
Conferences 100
Continuing Education 100
Lynda.com 31.25
Equipment
Computer Gear 50
Consumables 50
New Computer Fund 100
Office Supplies 25
Photography Gear 200
Software 100
Technology Misc 50
Insurance
Business Insurance 119.25
Marketing
Advertising 400
Agency Access 105.17
Promotional Activities 100
Studio Samples 100
Miscellaneous
Copyright Registration 35
Cost of Goods Sold 0
Current Liabilities 0
Mailbox Rental 25
Meals 150
Other Misc 50
Postage and Shipping 50
Rent
Studio Rental Fees 0
Travel 75
Professional Memberships
American Society of Media Photographers 27.61
Business Networking International 105.84
Greater Bethesda Chamber of Commerce 42
MD PPA 20.84
PPSGW 6.25
Professional Photographers of America 26.92
Silver Spring Chamber of Commerce 29.17
Professional Services
Accounting 50
Graphic Design 25
Legal Fess 50
Services
Acuity 10
Adobe Cloud 49.99
Dropbox 8.25
Evernote 3.75
Google Apps 4.17
Image Hosting 5
Mvelopes 7.92
Office 365 15
Online Backup 16.59
Other Subscriptions 0
Quickbooks 29.99
Remote Control 5
Studio Management 50
Web Hosting 50
Zapier 15
Taxes 270.66
Business Tax Savings 0
MD Sales Tax Payable 0
Total	Expenses 2940.62
Adam S. Lowe Photography
1 2 2 7 6 W i l k i n s A v e , R o c k v i l l e , M D 2 0 8 5 2
h t t p : / / w w w . A S L p h o t o . c o m / / i n f o @ A S L p h o t o . c o m
A la Carte Products
WALL PORTRAITS
Mounted & Lustre Coated
11x14 | $295 20x20 | $545 24x36 | $995
10x20 | $395 20x30 | $695 30x40 | $1195
16x24 | $495 24x30 | $745 40x60 | $1395
FINISHING ADD-ONS
Luxe Frames (up to 24”) | $195 + cost of print
Luxe Frames (up to 36“) | $295 + cost of print
Canvas Wrap (up to 24”) | $245 + cost of print
Canvas Wrap (up to 60”) | $345 + cost of print
Metal Prints (up to 24”) | $295 + cost of print
Metal Prints (up to 60”) | $395 + cost of print
Acrylic Prints (up to 20”) | $395 + cost of print
CUSTOM DESIGNED COLLAGES
10x20 Three Image Collage | $395
16x24 Four Image Collage | $595
Albums & Books (20 Pages)
Size Books Albums
8x8 $595 $795
10x10 $695 $995
12x12 $795 $1195
GIFT PORTRAITS
Mounted & Lustre Coated
4x6 or 5x7 or 8x10 | $95
Digital Files
Print-Size up to 8x10 | $150 Each (or 10 for $750)
Web-Size | included with any purchase
Price Breaks
5% discount over $1,000
10% discount over $2,500
15% discount over $5,000
Create a Collection
Step 1:
Select a wall portrait and finishing add-on
11x14 | $195 20x20 | $445 24x36 | $795
10x20 | $295 20x30 | $595 30x40 | $995
16x24 | $395 24x30 | $645 40x60 | $1145
Luxe Frames (up to 24”) | $145 + cost of print
Luxe Frames (up to 36“) | $245 + cost of print
Canvas Wrap (up to 24”) | $195 + cost of print
Canvas Wrap (up to 60”) | $295 + cost of print
Metal Prints (up to 24”) | $245 + cost of print
Metal Prints (up to 60”) | $295 + cost of print
Acrylic Prints (up to 20”) | $345 + cost of print
Step 2:
Select an album or book
Size Books Albums
8x8 $395 $695
10x10 $495 $795
12x12 $595 $895
Step 3:
Select your digital files
All print-size up to 8x10 | $750
All full size | $1250
Step 4: (Optional)
Select your gift portraits
Mounted & Lustre Coated
4x6 or 5x7 or 8x10 | $25

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Optimize your workflow

  • 1. Optimize Your Workflow For Maximum Profits
  • 2. Class Outline • Introductions • Setting yourself up for success • Digital workflow • Lead management • Job management • Finance management • Smart marketing • Any other topics that you want to discuss…
  • 4. Background • Background in management consulting, business process optimization • Started my photography business part-time in 2010 • Went full-time in early 2013 • Re-branded in Summer of 2016
  • 5. Enough about me… • Name • Background on your business • Focus of your business • What do you do well? • Where do you struggle?
  • 6. A few notes • Do what works best for you! • Eat the elephant one bite at a time • Systems don’t have to be complicated or expensive • Remember: No debt is better than debt!
  • 7. Stuff I love (No, I don’t get paid by any of these companies) • Google apps for work https://gsuite.google.com/ • Office 360 http://office.microsoft.com • Pixifi Studio Management Software www.Pixifi.com • Quickbooks Online https://quickbooks.intuit.com • Wordpress https://wordpress.org/ • Sytist https://www.picturespro.com/sytist • Zapier http://www.zapier.com • Evernote http://www.evernote.com • OmniFocus https://www.omnigroup.com/omnifocus • Dropbox http://www.dropbox.com • Lightroom & Capture One (yes, both!) http://lightroom.adobe.com https://www.phaseone.com • Photo Mechanic http://www.camerabits.com/ • ProSelect http://timeexposure.com/ • ProShow Producer (or web) http://www.photodex.com/ • Fundy Designer http://fundydesigner.com/ • Resilio Sync https://getsync.com • CrashPlan https://www.crashplan.com • FullContact http://www.fullcontact.com • Mvelopes http://www.mvelopes.com
  • 8. Why are we in business? • To make money, of course! • Time is money • Time is a finite resource • We waste time on unimportant things • How do you regain time and make more money?
  • 9. Productivity Survey • Collected from 20 portrait and event photographers over 1 month • Split into two categories, high performing and low performing Travel 8% Shooting 10% Processing 42% Sales 5% Fulfillment 11% Client Communication 11% Marketing 1% Administrative 12% Low Performing - 70 Hours Per Week Travel 11% Shooting 21% Processing 18%Sales 7% Fulfillment 11% Client Communication 7% Marketing 16% Administrative 9% High Performing - 50 Hours Per Week
  • 10. The bottom line • Activities that add to the bottom line: • Shooting • Marketing • We need to focus on those activities and streamline everything else!
  • 11. Setting Yourself Up For Success • What are your financial, business, and life goals? • Get your pricing in order and written down • Charge appropriately! • Budget your business and personal finances • Stop Multitasking • Switch to in-person sales • Manage your time and calendar • Schedule time for tasks and projects • Stop multitasking • Being busy doesn’t mean you are productive or profitable!
  • 12. Digital Workflow • Image management • Storage management • Image organization • Backup Systems • Culling Images • Color and tone correction • Final retouching
  • 13. Smart Marketing • Who is your client? • Choose your marketing channels • Three forms of media – Paid media, owned media, earned media • Paid media – Facebook advertising, google adwords, print media, direct mail • Owned media – Website, blog, social media (ish), email marketing • Earned media – Forums, word of mouth, referrals
  • 14. Lead Management • Lead intake • Web forms • Email responses • Answer the damn phone! • Tracking leads • How did they find you? Information for marketing! • Consultations • Pre-made FAQs • Proposals and contracts • Questionnaires • Templates, templates, templates!
  • 15. Job Management • Job board / workflow board • Confirmations • “What to expect” message • Client reminders • Pre-visualization • Gear prep • “On the job” • Sales session • Order fulfillment • Vendor follow-up • Client follow-up / thank you
  • 16. Finance Management • Budgeting • Make it easy to get paid • Payment terms • Invoice reminders • Accounting and bookkeeping • Taxes…
  • 17. Budget Template 10/3/16 Page 1 of 1 Category Budget Auto Auto: Fuel Auto: Maintenance Bills Bills: Alarm Bills: Cellular Bills: Electricity Bills: Internet Bills: Mortgage Bills: Pest Control Bills: Water Entertainment Entertainment: Electronics Entertainment: Media Entertainment: Miscellaneous Fitness Fitness: Athletic Fees Fitness: Athletic Gear Fitness: Gym Membership Food Food: Alcohol Food: Dining Out Food: Groceries Gifts Gifts: Birthday Gifts: Holiday Gifts: Other Home Home: Cleaning Home: Flooring Home: Furnishings Home: Maintenance Home: Misc Home: Yard Service Insurance Insurance: ID Theft Insurance: Life Insurance: Property Insurance: Termite Job Expenses Job Expenses : Commuting Job Expenses : Non-Reimbursable Job Expenses : Reimbursable Medical Medical: Doctors Medical: Physical Therapy Medical: Prescriptions Memberships Memberships: Amazon Prime Memberships: PMI Membership Misc Misc: Bank Charges Misc: Clothing Misc: Donations Misc: Education Misc: Her Spending Misc: His Spending Misc: Personal Care Misc: Taxes Misc: Temple Misc: Travel Pets Pets: Insurance Pets: Medical Pets: Services Pets: Supplies Savings Savings: Computer Fund Savings: Emergency Savings Savings: General Savings Savings: New Car Fund Savings: Special Savings Savings: Vacation Services Services: Apple iCloud Services: Audible.com Services: CBS Services: Hulu Services: Netflix Services: Spotify Total Remainder
  • 18. Education Conferences 100 Continuing Education 100 Lynda.com 31.25 Equipment Computer Gear 50 Consumables 50 New Computer Fund 100 Office Supplies 25 Photography Gear 200 Software 100 Technology Misc 50 Insurance Business Insurance 119.25 Marketing Advertising 400 Agency Access 105.17 Promotional Activities 100 Studio Samples 100 Miscellaneous Copyright Registration 35 Cost of Goods Sold 0 Current Liabilities 0 Mailbox Rental 25 Meals 150 Other Misc 50 Postage and Shipping 50 Rent Studio Rental Fees 0 Travel 75 Professional Memberships American Society of Media Photographers 27.61 Business Networking International 105.84 Greater Bethesda Chamber of Commerce 42 MD PPA 20.84 PPSGW 6.25 Professional Photographers of America 26.92 Silver Spring Chamber of Commerce 29.17 Professional Services Accounting 50 Graphic Design 25 Legal Fess 50 Services Acuity 10 Adobe Cloud 49.99 Dropbox 8.25 Evernote 3.75 Google Apps 4.17 Image Hosting 5 Mvelopes 7.92 Office 365 15 Online Backup 16.59
  • 19. Other Subscriptions 0 Quickbooks 29.99 Remote Control 5 Studio Management 50 Web Hosting 50 Zapier 15 Taxes 270.66 Business Tax Savings 0 MD Sales Tax Payable 0 Total Expenses 2940.62
  • 20. Adam S. Lowe Photography 1 2 2 7 6 W i l k i n s A v e , R o c k v i l l e , M D 2 0 8 5 2 h t t p : / / w w w . A S L p h o t o . c o m / / i n f o @ A S L p h o t o . c o m A la Carte Products WALL PORTRAITS Mounted & Lustre Coated 11x14 | $295 20x20 | $545 24x36 | $995 10x20 | $395 20x30 | $695 30x40 | $1195 16x24 | $495 24x30 | $745 40x60 | $1395 FINISHING ADD-ONS Luxe Frames (up to 24”) | $195 + cost of print Luxe Frames (up to 36“) | $295 + cost of print Canvas Wrap (up to 24”) | $245 + cost of print Canvas Wrap (up to 60”) | $345 + cost of print Metal Prints (up to 24”) | $295 + cost of print Metal Prints (up to 60”) | $395 + cost of print Acrylic Prints (up to 20”) | $395 + cost of print CUSTOM DESIGNED COLLAGES 10x20 Three Image Collage | $395 16x24 Four Image Collage | $595 Albums & Books (20 Pages) Size Books Albums 8x8 $595 $795 10x10 $695 $995 12x12 $795 $1195 GIFT PORTRAITS Mounted & Lustre Coated 4x6 or 5x7 or 8x10 | $95 Digital Files Print-Size up to 8x10 | $150 Each (or 10 for $750) Web-Size | included with any purchase Price Breaks 5% discount over $1,000 10% discount over $2,500 15% discount over $5,000 Create a Collection Step 1: Select a wall portrait and finishing add-on 11x14 | $195 20x20 | $445 24x36 | $795 10x20 | $295 20x30 | $595 30x40 | $995 16x24 | $395 24x30 | $645 40x60 | $1145 Luxe Frames (up to 24”) | $145 + cost of print Luxe Frames (up to 36“) | $245 + cost of print Canvas Wrap (up to 24”) | $195 + cost of print Canvas Wrap (up to 60”) | $295 + cost of print Metal Prints (up to 24”) | $245 + cost of print Metal Prints (up to 60”) | $295 + cost of print Acrylic Prints (up to 20”) | $345 + cost of print Step 2: Select an album or book Size Books Albums 8x8 $395 $695 10x10 $495 $795 12x12 $595 $895 Step 3: Select your digital files All print-size up to 8x10 | $750 All full size | $1250 Step 4: (Optional) Select your gift portraits Mounted & Lustre Coated 4x6 or 5x7 or 8x10 | $25