Step 1
What you do
Clients can contact you through your client portal, and you can add leads anytime. Projects are created automatically with new leads.
Why it matters
A clean entry point sets the tone. You avoid scattered forms and DMs, you respond with context, and you start building trust right away.
How does snapsails help with this step?
Tiny HTML snippet to add the portal to any site
Guided lead creation with instant lookup of existing clients
Custom questions and client attributes
On-demand lead entry for referrals and phone inquiries
Step 2
What you do
Build rapport, confirm fit, then send a retainer invoice to make the project official. Lock the session date, include any associates, and tailor package options for this client.
Why it matters
A retainer protects your time and reduces no-shows. Setting scope now keeps later steps smooth and prevents last-minute surprises.
How does snapsails help with this step?
Contract templates you can send and track inside the project
One-click retainer from invoice templates
Sales tax calculated and collected so you can remit with confidence
Step 3
What you do
Shortly before the session, send the invoice for the balance. Clients pay online so delivery can move fast later.
Why it matters
Predictable cash flow keeps the business healthy. You avoid awkward payment moments during delivery and you maintain momentum.
How does snapsails help with this step?
Built-in Stripe payments for cards and ACH
One-click final balance invoice
Payment status tracked on the project
Step 4
What you do
Once editing is complete, upload all files to the project. Associates can also upload their files for seamless collaboration.
Why it matters
Keeping all media inside the project preserves context and saves time. Watermarked previews protect your work until the job is fully paid.
How does snapsails help with this step?
Fast uploads for large photo and video files
Encrypted storage with full-screen previews
Automatic watermarking on previews until paid
Associate uploads into a shared workspace
Step 5
What you do
Invite the client to review and download the photos and videos. One click and you're almost done.
Why it matters
When you offer package options, it can take a while for the client to decide what to purchase. Now you can skip the back and forth.
How does snapsails help with this step?
Seamless delivery in a single client portal
Project conversations for quick alignment
Milestone emails for contracts, invoices, and gallery access
Mobile-friendly experience with light or dark theme support
Step 6
What you do
You can relax while the client selects their favorites and downloads their photos and videos. We'll even ask them to leave a tip.
Why it matters
A tip prompt at the right time can drive significant revenue. We ask on your behalf when your client is most delighted.
How does snapsails help with this step?
Package options with limits and tiers and client favorites
Optional upsells such as raw files or copyright release
Tip prompt at project completion
Step 7
What you do
Send a thank you when delivery is complete. Ask for a review on Google or your preferred social channel.
Why it matters
A warm thank you creates referrals, strengthens your brand, and your relationship with your client.
How does snapsails help with this step?
Prompt to follow up with a thank you and review request