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Client Communication Timeline

Structured client communication from booking to delivery with automated touchpoints and expectation setting

Complexity: Moderate | Duration: 5-15m | Category: Creative/General

Tags: client-communication customer-service automation touchpoints expectations

Workflow Diagram​

Steps​

Step 1: Booking confirmation​

Agent: client

success-manager - Send contract and deposit invoice

Step 2: Welcome email​

Agent: client

success-manager - Introduce process and what to expect

Step 3: Pre​

Agent: shoot questionnaire

expectation-manager - Gather preferences and must-have shots

Step 4: 1​

Agent: week reminder

communication-hub - Confirm date, time, location

Step 5: 1​

Agent: day reminder

communication-hub - Final logistics and what to bring

Step 6: Day​

Agent: of check

in - communication-hub - Confirmation text and directions

Step 7: Post​

Agent: shoot thank you

client-success-manager - Immediate thank you and timeline

Step 8: Preview delivery​

Agent: client

success-manager - Send sneak peek within 48 hours

Agent: client

success-manager - Alert when full gallery ready

Step 10: Follow​

Agent: up feedback

client-success-manager - Request testimonial and review

Usage​

To execute this workflow:

/workflow creative/general/client-communication-timeline.workflow

See other workflows in this category for related automation patterns.