From First Click to Final Delivery
Eight steps. One platform. Every stage of your studio workflow — from capturing a lead to delivering finals and growing the relationship — connected and automated. Here's the full journey.
Capture
A potential client finds you through a Google Ad, your website's quote calculator, a phone call, or an email inquiry. However they arrive, they enter Clearframe as a lead — with source attribution so you always know what brought them in.
Qualify
Pulse AI scores the lead (A-F) based on response time, inquiry detail, budget signals, and source quality. A follow-up task is automatically created. High-priority leads are flagged immediately so you respond when it matters most.
Propose
Create a branded quote with tiered per-person pricing, travel costs, and terms. Send it through the client portal where they can view, accept, and pay — all digitally. Automated follow-ups chase unanswered quotes so you don't have to.
Book
Client accepts the quote and books through the online portal. Calendar synced with Google and Apple Calendar, automated reminders set, location intelligence with travel time calculated. Workflow triggers begin: send contract, then questionnaire, then shoot prep reminder.
Shoot
Job workflows track each stage automatically. Questionnaire responses are attached to the job record. Team members assigned. The workflow progresses from Confirmed through In Progress, with every status change logged.
Proof
Export from Lightroom — hi-res files stream to Vault, optimized proxies to Proof. Client receives a branded gallery link, rates images, adds retouching pins, and submits their selections. Reconsider feature highlights loved-but-not-selected images for potential upsells.
Deliver
Client selections automatically create a Vault delivery gallery with hi-res originals. Streaming ZIP is pre-generated for instant download. Branded download portal with signed, time-limited URLs. Every download tracked. Retouching briefs sent to your retoucher with pins and notes.
Grow
Automated review request sent after delivery. Revenue from the paid invoice is fed back to ad platforms as conversion value, teaching Google and Meta what a profitable customer looks like. Annual rebooking task auto-created. The loop closes and starts again.
What's Running in the Background
While you're shooting, editing, and meeting clients, these 20+ automated processes are working for you.
Email Classification
Every inbound email categorized and intent-detected by AI
Spam Filtering
Junk and spam auto-filtered from your inbox
Invoice Reminders
Two-tier automated reminders with Pulse escalation
Quote Follow-ups
Unanswered quotes automatically chased
Review Requests
Sent after delivery at the optimal time
Task Generation
10+ triggers creating tasks from business events
Calendar Sync
Google and Apple Calendar two-way sync
Workflow Automation
Time-based and event-based step execution
Email Queue
Transactional and campaign emails processed continuously
Booking Reminders
Automated reminders before scheduled shoots
IMAP Sync
Business email continuously synced into unified inbox
Health Monitoring
All integrations monitored with automatic alerts on failure