Photography client questionnaire

A client questionnaire to send before a shoot so you arrive knowing the goals, deliverables, usage, schedule, location access, style, budget, and who approves the work. It works for real estate, commercial, drone, and video projects.

For: Photographers and videographers onboarding a new project. Free, no email required.

First page preview. Select to enlarge.

What's inside

Everything the template covers

  • Contact details

    Who you're working with and the best way to reach them.

  • Project goals

    What the photos or video need to achieve and where they'll be used.

  • Deliverables and usage

    Formats, quantities, and how the client plans to use the images.

  • Schedule and access

    Dates, time windows, keys or codes, parking, and on-site contacts.

  • Location details

    Address, rooms or areas to include, and anything to avoid.

  • Style references

    Links or examples the client likes.

  • Budget and approvals

    A budget range and who signs off on the final work.

How to use it

From download to done

  1. 1

    Download the editable version and add your business name.

  2. 2

    Remove any sections that don't apply to the type of work you do.

  3. 3

    Send it to new clients after the first conversation and before you quote.

  4. 4

    Use the answers to build an accurate quote and a shot list.

  5. 5

    Keep the completed questionnaire with the project for reference.

Ask about usage early

Knowing where images will appear shapes deliverables, formats, and sometimes price.

Find the decision maker

Knowing who approves the work prevents late surprises in review.

Keep it short for repeat clients

Trim the questionnaire for clients you work with often.

Collect project details as the request comes in

ShootPortal's branded request form captures the client's contact details, address, chosen service, preferred date, and notes, and creates the project and client record automatically, with messages and files staying on that project.

Real ShootPortal screens. Client details are blurred.

FAQ

Template questions

When should I send a client questionnaire?

After the first conversation and before you send a quote, so the quote reflects what the client actually needs.

Can clients fill it in digitally?

Yes. Send the Word version to fill in, or share it as a Google Doc. A printable PDF is included too.

Does it work for video and drone projects?

Yes. The deliverables, schedule, and location sections apply to video and aerial work as well.

Templates help. A system runs the business.

ShootPortal connects requests, estimates, scheduling, client communication, payments, and delivery on one project, in a portal branded to you.

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