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Setup Guide · Your Sales Pipeline

Build Your Boudoir Sales Pipeline.

Six stages. One visual view of every client, every dollar, and exactly where she is in your process — at a glance, any time.

~20 Min Build GHL Pipelines Studio Operations
The Overview

What a pipeline actually is.

A pipeline in GHL is a visual board — think Trello, but built into the same system running your automations. Every potential client lives as an "opportunity" card. You drag her from stage to stage as she moves through your process. The pipeline shows you the total dollar value at each stage, how long leads have been sitting, and exactly how many bookings you have at any given moment.

Most photographers skip this entirely. That is a mistake. Without a pipeline, you have no idea how many leads ghosted after inquiry, how many sessions are paid but not yet shot, or what your projected revenue for the next three months looks like. The pipeline gives you that at a glance.

This guide builds a six-stage boudoir-specific pipeline — every stage named, every tag defined, every automation that should fire at each point. Build it once. It runs your business intelligence forever.

The Six Stages

The full pipeline, start to finish.

Stage 01 Inquiry
Stage 02 Booked
Stage 03 Deposited
Stage 04 Session Complete
Stage 05 Images Delivered
Stage 06 Ordered
✦ Why These Six

Each stage represents a real money moment in your studio. When she moves from Inquiry to Booked, she said yes. When she moves from Booked to Deposited, money changed hands. When she moves from Session Complete to Images Delivered, your work is done. When she reaches Ordered, the sale is closed. Every transition tells you something about your business.

Stage One

Inquiry.

01
Stage One
Inquiry
She raised her hand. Now it is your job to respond before she cools off.

She submitted your inquiry form. She is interested but has not committed to anything. This stage is about speed and warmth. The faster you respond and the more she feels seen, the higher your booking rate. Every lead who submits your form should land here automatically via Workflow 01.

Tags To Apply At This Stage
  • Inquiry-Lead — applied automatically by Workflow 01 the moment she submits
  • Source-[where she came from] — Instagram-Lead, Facebook-Lead, Referral-Lead, Google-Lead. Track this religiously.
  • Inquiry-Date-[month] — optional but useful for identifying seasonal patterns later
What Should Happen Here
  • Workflow 01 fires — welcome email + internal notification sent immediately
  • Follow-up sequence begins — your inquiry nurture texts and emails run automatically
  • Opportunity card is created with her name, contact info, and estimated value
  • You personally review every new inquiry within the same business day
✦ Move To Booked When

She verbally confirms she wants to book — by text, call, or email reply. She has not paid anything yet. A "yes, I want to book" moves her forward. Anything else keeps her here until the follow-up sequence runs its course.

✦ The Number You Want To Watch

Total cards in Inquiry at any given time = your active lead pool. If this number is low, your marketing needs work. If this number is high but few people move to Booked, your follow-up sequence or your pricing conversation needs work. The pipeline shows you exactly where the leak is.

Stage Two

Booked.

02
Stage Two
Booked
She said yes. Now lock in the date before she changes her mind.

She has verbally confirmed she wants to book but has not yet paid a session fee or deposit. This is a narrow window — do not let her sit here long. She is still warm and excited. Your job now is to get her to the payment link immediately. The longer this stage takes, the higher your ghosting rate.

Tags To Apply At This Stage
  • Booked — marks her as a verbal yes in your contact record
  • Awaiting-Deposit — temporary tag, removed when payment clears
  • Session-Month-[month] — if you have a month confirmed, tag it now for filtering later
What Should Happen Here
  • Send the booking link immediately — session fee link or booking page link
  • Set the opportunity value to her estimated total investment
  • If using the Self-Booking Widget — she moves herself through this stage automatically by choosing a month and paying
  • If booking manually — send the session fee payment link directly in the conversation
  • Follow up once within 24 hours if no payment received
✦ Move To Deposited When

Her session fee or deposit payment clears. Not when she says she will pay it — when it actually processes. GHL can trigger this move automatically if you set up a payment trigger on the workflow attached to your session fee product.

✦ The Number You Want To Watch

Cards stuck in Booked for more than 48 hours are leads at risk of ghosting. Sort by "Time in Stage" and personally reach out to anyone over two days. One personal message at this stage saves more bookings than any automation you will ever build.

Stage Three

Deposited.

03
Stage Three
Deposited
Money is in your account. The session is officially on the calendar.

She paid the session fee or deposit. This is the most important stage transition in your pipeline because it represents the first real financial commitment. She is now a confirmed client. Everything from here is about delivering an exceptional experience that maximizes her final investment.

Tags To Apply At This Stage
  • Deposited — confirms payment received
  • Active-Client — she is now in your active client roster
  • Payment-Plan or Pay-In-Full — track how she is paying so your follow-up workflows know which path to take
  • Remove Awaiting-Deposit tag now
  • Session-[Month-Year] — critical for filtering your upcoming sessions
What Should Happen Here
  • Booking confirmation email fires with all session details
  • Session added to your calendar if using GHL calendars
  • Pre-session prep sequence begins — what to wear, what to bring, what to expect. Timed to send 2 weeks and 3 days before session
  • If on payment plan — installment reminders fire automatically on schedule
  • Update opportunity value to reflect confirmed session fee + estimated image investment
  • Send intake form if you use one
✦ Move To Session Complete When

Her session day is done. She showed up, you shot, the session is over. This is a manual move — you drag her card the day of or day after her session. Set a reminder in your calendar to do this on every session day so it never gets missed.

✦ The Number You Want To Watch

Total dollar value of all cards in Deposited = your confirmed upcoming revenue. GHL shows this number at the top of the pipeline column automatically. This is your real booking total — not leads, not inquiries. Confirmed. Paid. Scheduled.

✦ A Note On Pipeline Value ✦

Set the opportunity value correctly.

When you create or update an opportunity card, GHL asks for a monetary value. Set this to your realistic expected total — not the session fee alone, not the maximum possible spend. Your average order value is the best estimate. If your average client spends $1,800 total, set every new card to $1,800. This makes your pipeline revenue projections actually useful.

Stage Four

Session Complete.

04
Stage Four
Session Complete
She showed up. You delivered. Now protect the emotional window before it closes.

The session is over. She is still glowing. This is the most valuable emotional window in your entire client relationship — she just experienced something transformative and she is not back in the noise of her regular life yet. What you do in the first 24-48 hours after her session directly affects her final investment and her likelihood of leaving a review and referring friends.

Tags To Apply At This Stage
  • Session-Complete — marks her session as shot
  • Editing-In-Progress — lets you filter clients currently in your editing queue
  • Remove Session-[Month-Year] to keep future session filters clean
  • If same-day reveal: also apply Reveal-Complete and move straight to Stage 05
What Should Happen Here
  • Post-session thank you message fires within 2 hours — warm, personal, not automated-feeling
  • "What to expect next" email fires explaining your editing timeline so she is not anxiously waiting
  • If payment plan — verify all installments are on track for the PIF deadline
  • If final payment is due before reveal — send the payment reminder sequence now
  • You personally note anything from the session in the contact record (favorite sets, outfits she loved, anything she mentioned wanting)
  • Referral seed planted — "If you have a friend who has been curious..." message optional at this stage
✦ Move To Images Delivered When

You deliver her gallery, reveal appointment is complete, or she has access to her images. Not when you start editing — when she actually receives the work. For same-day reveal studios, Stages 04 and 05 may happen on the same day.

Stage Five

Images Delivered.

05
Stage Five
Images Delivered
She has seen herself. Now she is deciding. This is your selling stage.

Her images are in her hands or she has seen them at the reveal. This stage only applies to studios doing IPS (in-person sales) or delayed gallery delivery. If you do same-day reveal and close the sale on session day, this stage transitions almost immediately. The goal here is to close the image investment while the emotional momentum is highest.

Tags To Apply At This Stage
  • Images-Delivered — confirms gallery or reveal complete
  • Awaiting-Order — for IPS studios where she has not yet placed her order
  • Remove Editing-In-Progress tag
  • Reveal-[Month-Year] — if you track reveal timing separately for planning
What Should Happen Here
  • For IPS studios — reveal appointment scheduled and confirmed
  • Gallery delivery email fires with access instructions and deadline (if applicable)
  • Follow-up message 48-72 hours after delivery for clients who have not yet responded
  • Review request begins — not before she has seen her images, not after too long has passed. 3-5 days post-reveal is the sweet spot
  • All remaining balance must be collected before order is placed — confirm this before moving to Stage 06
✦ Move To Ordered When

She places her final order and all payments are received in full. Zero balance remaining. Update the opportunity value to her actual final total at this point — this is your real revenue number.

Stage Six

Ordered.

06
Stage Six
Ordered
The sale is closed. She is now a raving fan waiting to be activated.

She has placed her final order and paid in full. This is your closed-won stage. Every card that reaches here represents completed revenue. The work is not over — clients in this stage are your most powerful marketing asset. A well-timed review request and referral ask at this stage costs you nothing and can fill your calendar for months.

Tags To Apply At This Stage
  • Ordered — closed-won. Sale is final.
  • Past-Client — adds her to your long-term nurture list for anniversary campaigns and re-booking
  • Remove Active-Client, Awaiting-Order, Payment-Plan
  • Review-Requested — once you have sent the review ask, tag it so you never ask twice
  • Referred-[Name] — if she came from a referral, note who sent her for your referral thank-you workflow
What Should Happen Here
  • Order confirmation and delivery timeline sent immediately
  • Review request fires — Google, Facebook, or wherever you want reviews. Specific link, specific ask, easy to do in 30 seconds
  • Referral ask message — warm, genuine, not pushy. "If you have a friend..." sequence
  • Delivery notification when physical products ship or digital products are ready
  • 60-day anniversary check-in — "How are you loving your images?" This plants the re-booking seed for next year
  • Update opportunity value to her actual final spend for accurate revenue reporting
✦ What Happens After This Stage

The opportunity is marked Won. In GHL, you mark it Won (not just leave it in Stage 06). This tells your reporting that this contact generated revenue. Her contact record stays active forever — she belongs in your long-term nurture list. Past clients who feel loved come back. They also send referrals.

How To Build This In GHL
Click by click. Start to finish.
Takes about 20 minutes. Do it once and never rebuild it.
  1. 01
    In GHL left sidebar, go to Opportunities. If you do not see it, it may be under the CRM or Sales section depending on your plan level.
  2. 02
    Click + Add Pipeline in the top right. Name it exactly: Boudoir Bookings. This name matters if you reference it in automations.
  3. 03
    You will see a default stage called "New Lead." Rename it to Inquiry. Click the pencil icon next to the stage name to rename.
  4. 04
    Click + Add Stage and create the remaining five stages in order: Booked, Deposited, Session Complete, Images Delivered, Ordered. Each one is a separate Add Stage click.
  5. 05
    Drag the stages to confirm they are in the correct left-to-right order: Inquiry → Booked → Deposited → Session Complete → Images Delivered → Ordered.
  6. 06
    Set the pipeline currency to USD (or your local currency). This is in the pipeline settings — click the gear icon next to your pipeline name.
  7. 07
    Go to Workflow 01 (Inquiry Form Welcome) and verify it includes a Create/Update Opportunity action that places new inquiries into the Inquiry stage of your new Boudoir Bookings pipeline. If the pipeline name does not match exactly, it will create a new pipeline by accident.
  8. 08
    In the Create/Update Opportunity action in Workflow 01, set the Opportunity Name to {{contact.full_name}}, the Pipeline to Boudoir Bookings, the Stage to Inquiry, and the Value to your average order value (e.g. 1800).
  9. 09
    Save and publish Workflow 01 if you made any changes. Test it by submitting your own inquiry form and confirming a card appears in the Inquiry column of your new pipeline.
  10. 10
    For the Deposited stage: if you want GHL to move cards automatically when a payment clears, go to Automation → Create Workflow. Set the trigger to Customer Purchased (or your payment provider's equivalent trigger). Add an action: Update Opportunity Stage → Deposited. Publish.
  11. 11
    For all other stage moves — Session Complete, Images Delivered, Ordered — these are manual drags done by you. No automation needed. Open the pipeline board, find her card, drag it to the next column. It takes five seconds. Make a habit of doing it the same day.
  12. 12
    At the top of your pipeline board, GHL shows the total value of all cards in each stage. This is your at-a-glance revenue view. Bookmark the pipeline URL so you open it daily — treat it like your studio dashboard.
Common Mistakes

What most photographers get wrong.

Business Intelligence

Using your pipeline as a business tool.

Once you have been running this pipeline for 60-90 days, it becomes one of the most powerful tools in your studio. Here is what to look at and what it tells you.

  1. I.

    Inquiry to Booked Conversion Rate

    How many of your inquiries become verbal yeses? If you have 20 inquiries and 6 move to Booked, your conversion rate is 30%. Industry average for boudoir is roughly 20-40%. If yours is below 15%, your follow-up sequence, your pricing page, or your response time needs work.

  2. II.

    Booked to Deposited Conversion Rate

    How many verbal yeses become actual paid bookings? This is your close rate. If people are saying yes but not paying, your booking process has friction. The Self-Booking Widget eliminates most of this friction by letting her pay immediately, on her own timeline, without back-and-forth.

  3. III.

    Deposited Column Value

    The total dollar value shown at the top of your Deposited column is your confirmed upcoming revenue — sessions that are paid and scheduled. This is the number you use to decide whether you need to run a promotion, whether you can take time off, and whether you are on track for your income goal this quarter.

  4. IV.

    Session Complete vs Images Delivered Gap

    How long do cards sit in Session Complete before reaching Images Delivered? This is your editing and delivery time. If it is consistently over three weeks, your clients are waiting too long and your reveal/ordering momentum is cooling. Tracking this visually is how you spot the problem before it affects your sales.

  5. V.

    Ordered Column Actual Value vs Estimated Value

    Compare the opportunity value when she entered the pipeline vs when she reached Ordered. If you consistently set estimates at $1,800 but your actual closes are averaging $1,200, your estimate is too high — or your selling process is leaving money on the table. This is the number that tells you whether your IPS or reveal process is working.

Build Checklist

Before you call it done.

✦ Final Thought ✦

The pipeline is not extra work. It replaces chaos with clarity.

Before you had this, you were running your studio out of your memory and your inbox. Now you have a live, dollar-accurate view of every client, every stage, and every revenue projection — always current, always visible. Build it once. Open it daily. Let it tell you where to focus.