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ORDERING SESSION FORM – INTERNAL

  • MM slash DD slash YYYY

  • DEMOGRAPHIC INFO TO CONFIRM

  • Does their invoice total over $3,000?
    Was it a MULTIGENERATIONAL SESSION? If so, choose the "AccordionWallet" as the GIFT.
  • Does their invoice total over $3,000?
  • Is this client okay with having their photos posted online?
  • NEW KEY

    A's
    A-WEDDING
    CONSIDER ALL PAST WEDDING CLIENTS THAT ARE NOT F'S AS A'S

    A-PORTRAIT CUSTOM
    CONSIDER ALL PAST PORTRAIT CLIENTS THAT WERE CUSTOM AND NOT F'S AS A'S

    B's
    ALL PAST PORTRAIT CLIENTS THAT WERE WITH LOVE/ANY KIND OF SPECIAL EVENT AND NOT F'S AND SPENT OVER $500 TO DATE

    C's
    CHEAP PEOPLE who booked us but SPENT LESS THAN $500 TO DATE WHETHER CUSTOM OR SPECIAL EVENT

    F's
    PEOPLE WE NO LONGER WANT TO WORK WITH IN THE FUTURE
  • What is the client's answer to: Would you recommend this company to a friend?
  • Choosing YES will trigger the Plan A Review Process.
  • Choosing YES will trigger the Plan B Review Process.
  • Hidden
    Is this client okay with giving us a VIDEO TESTIMONIAL?

  • Order Details

  • Did the client order WALL ART?

    Saying yes will also create a task reminder to send the Journaling Kit.

  • Did the client order a DESIGNED PRODUCT, a GOLD OR PLATINUM ALBUM or a BEBE COTERIE CUBE? (PLEASE NOTE: A SPECIAL EVENT/WITH LOVE ALBUM is NOT a DESIGNED Album!)
  • If the Client ordered WALL ART, Proof Approval is ALWAY REQUIRED!
  • If the Client ordered MASTERPIECE PAINTED WALL ART, Proof Approval is ALWAY REQUIRED!
  • Did the client order a DESIGNED PRODUCT, a GOLD OR PLATINUM ALBUM or a BEBE COTERIE CUBE that NEEDS CLIENT APPROVAL BEFORE ORDERING FROM LAB? (PLEASE NOTE: A SPECIAL EVENT/WITH LOVE ALBUM is NOT a DESIGNED Album!)

    If the Client ordered A DESIGNED ALBUM, Proof Approval is ALWAY REQUIRED!
  • Drop files here or
    Max. file size: 64 MB.
    • Drop files here or
      Max. file size: 64 MB.
      • Drop files here or
        Max. file size: 64 MB.
        • Drop files here or
          Max. file size: 64 MB.
          • Choose YES if Client DID buy/order something.
            Choose NO if Client DID NOT BUY/ORDER ANYTHING, SPENT NOTHING.
          • If Client spent OVER $1000, choose YES.
            If Client spent $1000 or LESS THAN $1000, choose NO.
          • Do NOT upload a photo if you do NOT want a Thank You card sent in 1-year's time.
            Drop files here or
            Max. file size: 64 MB.


            • PUT YEAR FIRST, THEN SEASON, THEN MONTH IF THEY SAY IT

              EXAMPLE: 2025, SPRING, APRIL



              IN CASE WE NEED IT



              STYLE 1 (LEGACY)- JAN/FEB/MAR/APR - START CALLING
              1ST DAY OF SEPTEMBER 1

              STYLE 2 (MODERN)- MAY/JUN/JUL/AUG - START CALLING
              1ST DAY OF JANUARY 1

              STYLE 3 (BLACK AND WHITE)- SEPT/OCT/NOV/DEC - START CALLING
              1ST DAY OF MAY 1
            • From DESIGN GUIDE:
              As an added bonus, complimentary Art Installation is included when you purchase a Statement Single in 50" or larger, or a Statement Collection.
            • "PROSELECT EXPORTED INVOICES" GOOGLE DRIVE FOLDER

              Upload the EXPORTED PROSELECT XML FILE to this folder:

              CLICK THIS LINK to open the "PROSELECT EXPORTED INVOICES" folder on the Google Drive in a new window.

            • This field is for if the Client DOES COMPLETE the Ordering Session but DOES NOT order anything at all, not even the "free" thing if one is offered.