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Home: Video University Forums: Wedding & Event Videography:
ShootQ - Indespensible Solution for Lead/Client Data MGT

 

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Matt Davis
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Jan 14, 2009, 2:55 PM

Post #1 of 27 (2300 views)
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ShootQ - Indespensible Solution for Lead/Client Data MGT Can't Post

I noticed there was an older thread here about what most of us are using to track our leads, organize our client information and streamline our business. We have been using ShootQ for the past year and a half and its done wonders for our business. I wanted to bring this topic up again because they recently released version 2.0 of their system and it is INCREDIBLE! On January 19th, they are opening up their product to the first 100 studios that contact them. Its mainly used by photographers, but with a click of a button, you can change all the wording and sections to cater to videographers like us. We have a code connected to our "contact us" form (we have a blue domain site) so any new leads go from our website straight to ShootQ. I just wanted to share with everyone another option you may not have known about. Its silly that they only open up new memberships periodically, but I guess it builds "buzz" and demand. They do it every 4 months or so. Below are some of the features we enjoy. Too many to name though.
  1. Track who contacts you, and the last time you called, emailed, or met with them.
  2. Tracks all events, projects, and dates you have booked.
  3. Stores all your packages, so you can send them an email that has a link to all the info they need. Basically an online brochure instead of a word document some may be using.
  4. Stores your contract, updates it automatically when a client fills in their info. They click and accept, the date is booked. Also easy to change your contract details with a click of a button.
  5. Accept easy online payment.
  6. Sends them a questionnaire they can fill out electronically for all the details about the wedding day. They can update it if needed anytime. Stores in database.
  7. Customizable to your branding and logo so a potential client still feels like they are on your website.
  8. Allows you to organize "dead" leads and kill them off your list.
  9. Makes task lists, workflow lists. A client can log on and see where you are in the process of the editing (if you want).
  10. Sends automatic emails when balances are due so you aren't emailing everyone.
It has really helped us not have to worry about the "business" side of things so we can focus more on editing. Again, some probably already know what it is, but for others, it might be just the thing you needed to keep your sanity!
Matt Davis

Life Stage Films
Our Blog
Follow Us on Twitter



LKvideo
Veteran


Jan 19, 2009, 7:54 PM

Post #2 of 27 (2207 views)
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Re: [Matt Davis] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

 Hi Matt, I checked out ShootQ and am waiting to get information from them. You Website and blog is Awesome! I like you style.

Cheers!
Lou K


Matt Davis
User


Jan 21, 2009, 2:36 AM

Post #3 of 27 (2166 views)
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Re: [LKvideo] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Thanks for your kind words Lou! Good to be on the boards finally.
Matt Davis

Life Stage Films
Our Blog
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Mark Von Lanken
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Jan 28, 2009, 2:13 PM

Post #4 of 27 (2105 views)
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Re: [Matt Davis] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

I requested information on Shoot Q several months ago. They replied several days later saying they were revamping the software and it wouldn't be available until early 2009. Which I found very disappointing, why advertise a service you aren't ready to provide?
They said they weren't going to add any new customers until after they completed the update.

I would assume the new and updated version is now available, while I haven't received any further information from them.

While I have heard good things about their product from photographers, I find it very disappointing that they would not send someone who had inquired about their product that the new version was available.

Not sure they totally have their act together at Shoot Q.

~All My Best

Trisha Von Lanken
www.VonWeddingFilms.com


stevemoses
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Jan 30, 2009, 11:34 AM

Post #5 of 27 (2052 views)
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Re: [Matt Davis] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Thanks Matt for teasing me with something I want and can't seems to get. Wink Do we have to act like it's a a auction on Ebay and be there at just the right moment? That's so weird. Unsure

Steve

Steve Moses
Vantage Point Website
Vantage Point Blog
Vantage Point Facebook
Steve's Facebook


Matt Davis
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Jan 30, 2009, 12:36 PM

Post #6 of 27 (2045 views)
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Re: [stevemoses] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

No problem Steve Wink
Actually, I think they are opening it up again real soon. I would rather them do that and have all their ducks in a row than act like bludomain and let herds of people sign up for a website when you don't have the infrastructure to support them all.
Matt Davis

Life Stage Films
Our Blog
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stevemoses
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Feb 1, 2009, 9:15 PM

Post #7 of 27 (2011 views)
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Re: [Matt Davis] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Hi Matt, I've been to the site, read it all and watched the tutiorial and it looks great. I signed up for more info, and will see it they follow thru. Is the $39 per month what you pay and how long do you have to committ? Is it able to import any info from other software? I use Quickbooks for my bookkeeping and for my taxman, would I have to re-enter all info in ShootQ & QB, I looked for these anwsers and couldn't find them, sorry.

Steve

Steve Moses
Vantage Point Website
Vantage Point Blog
Vantage Point Facebook
Steve's Facebook


Edit 1 Media
Veteran


Feb 2, 2009, 1:43 AM

Post #8 of 27 (1997 views)
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Re: [stevemoses] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Steve,

I just signed up last week and purchased the hub version for $79 since we have a few brands and several people who will need to access it. Unfortunately they do not integrate with QB right now, so there will be some double entry....and it's forcing me to re-do some of my pricing items in QB, but honestly that needed to be done anyway. However, the time I should save in regards to handling leads and doing all of my sales and contracts online will be awesome. We have been getting so many inquiries lately and sometimes it's hard to keep track of them all! There are lots of great features. I'd suggest signing up for the $39 one and check it out for a month (which is free), but be aware that there is a lot of setup involved. I believe they are opening it back up to another 100 people at noon EST tomorrow. (Monday, which I guess is actually later today now! LOL!!)
__________

Laura Randall
Edit 1 Media Blog



stevemoses
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Feb 2, 2009, 4:18 PM

Post #9 of 27 (1962 views)
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Re: [Edit 1 Media] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Just got a email from ShootQ that they are open to all now - except Mark - troublemaker they said. Wink Seriously open for trail version to everybody!!! Smile

Steve

Steve Moses
Vantage Point Website
Vantage Point Blog
Vantage Point Facebook
Steve's Facebook


Matt Davis
User


Mar 16, 2009, 10:22 AM

Post #10 of 27 (1784 views)
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In Reply To
Unfortunately they do not integrate with QB right now, so there will be some double entry....and it's forcing me to re-do some of my pricing items in QB, but honestly that needed to be done anyway. However, the time I should save in regards to handling leads and doing all of my sales and contracts online will be awesome. We have been getting so many inquiries lately and sometimes it's hard to keep track of them all! There are lots of great features.


Just got word from ShootQ that starting March 23rd, ShootQ and Quickbooks will be integrated so that when you book your jobs, you can invoice and keep track of your accounting like you normally do with Quickbooks without double entry. Woo Hoo! That was one thing that seemed to be a pain. Having to separately invoice. Looking forward to the update.
Matt Davis

Life Stage Films
Our Blog
Follow Us on Twitter



Edit 1 Media
Veteran


Mar 16, 2009, 11:26 AM

Post #11 of 27 (1776 views)
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Re: [Matt Davis] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

We have been so busy with travel and shoots that I've been paying for ShootQ but haven't really had the time to sit down and get it all set up. If I could get about 10 more hours out of each day it would really help alot! LOL!! Anyway, I'm happy to hear about the integration and curious to see how well it does. There are some other apps that I've used in the past for other things where it kind of didn't integrate very well and in fact caused some problems. I'm hoping and praying that won't be the case here. It's taken me years to get my QuickBooks file to the point of pristine perfection that it is now and I don't want to mess that up! LOL!! Anyhoo...thanks for letting us know about this. Perhaps this will spur me to find those extra hours and finish my set up.
__________

Laura Randall
Edit 1 Media Blog



Dave Williams
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Jul 6, 2009, 1:02 PM

Post #12 of 27 (1408 views)
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Re: [Matt Davis] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Matt - Between you and Laura, I was motivated to really check out ShootQ a few weeks ago and I jumped in with both feet. I blogged about it HERE.

It has been REALLY helpful and has increased our number of bookings already. I was s little nervous about the option of posting our pricing publicly, but it has been SO EASY to filter out the tire kickers and give the clients who want us right now the instant gratification they deserve.

Thanks to you and Laura for bringing this to our attention.


(This post was edited by Dave Williams on Jul 6, 2009, 7:57 PM)


Matt Davis
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Jul 6, 2009, 1:21 PM

Post #13 of 27 (1396 views)
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Re: [Dave Williams] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

No problem Dave!

This product alone has changed the way we do business. It really is like another employee once you take the time to set everything up. It kind of goes on auto pilot after that.
Matt Davis

Life Stage Films
Our Blog
Follow Us on Twitter



Ron Priest
Veteran


Jul 10, 2009, 10:35 AM

Post #14 of 27 (1340 views)
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Hi Matt

I keep hearing about ShootQ so I thought I would check it out by taking their tour. I really didn't get too much out of it as the tour really doesn't go into much detail. It doesn't mention anywhere that I have found about the integration with Quick Books and or the iPhone. Maybe I just didn't look close enough.

I've been using Gigbuilder software from WEDJ.com for tracking my online leads and client payments for for last 4 years of more, and quite frankly, it has a lot to be desired. So I'm looking into ShootQ.

I was wondering if you or anyone else that is using ShootQ would allow me to login as a active client so I can see first hand what it looks like from a clients prospective.

One great function with the Gigbuilder software is that a prospective client can initially check my availability from my webpage. If I'm available, it lets them know and presents them with an online reservation request. Once they submit that form, I not only get an email, but I receive a text notification on my cell phone, which is great for the times I'm not at my computer to receive the Email. So I was wondering if ShootQ did something similar? Does it provide a code that you can put on your website so prospective clients can check your availability?

Thanks in advance.
_____________________________
Ron Priest - Louisville KY
New Website/Blog
Live StudioCam


(This post was edited by Ron Priest on Jul 10, 2009, 6:08 PM)


MLiebergot
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Jul 10, 2009, 12:04 PM

Post #15 of 27 (1335 views)
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Re: [Ron Priest] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Good question Ron, I was thinking along the same lines.
As I have also been using Gigbuilder from wedj for the last 5 years. And after looking at the online tour it didn't do anything that looked too impressive to me that I would dump wedj and Gigbuilder.
Besides, I also couldn't figure out where are the leads coming from? With Gigbuilder it's eitehr through wedj or their affiliate sites or though my website via the Gigbuilder availablility checker.

Michael

Cameras: (3) Sony FX1, Canon HV20
Audio: Marantz PMD620, Edirol R44, ZoomH4N, ZoomH2, Sennhesier G2
Mics: Rode NT5, Rode NT3, Rode M3, Rode NTG2, Shure SM57, AT822
Software: Sony Vegas, Final Cut Studio
Computer: MAC BABY! MacPro, MacBook Pro


Ron Priest
Veteran


Jul 10, 2009, 6:35 PM

Post #16 of 27 (1326 views)
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Re: [MLiebergot] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Hi Michael

I went ahead and signed up for the free month subscription so I can check it out. It defiantly appears to be much more organized (cleaner) then Gigbuilder that's for sure. And they seem to have plenty of online tutorials and appear to provide good customer service, which the people over at wedj don't have a clue about.

That's one thing I always disliked about Gigbuilder is you could never get any answers. If you posed a question in their forum, they would delete it, or tell you to submit a trouble ticket on it, in any attempt to hush you up, and not cause any trouble. When you had problems with trying to implement a feature, they would quickly remind you that you aren't paying for the service (Gigbuilder) your paying for your listing, and Gigbuilder was just a bonus. So... you could never get anywhere with them when there were problems.

So anyway, to get back to the thread (Sorry Matt didn't mean to hijack it) It really wouldn't take much to convince me to use ShootQ instead of Gigbuilder. It does appear to have a lot of great features if they work (that is another problem with Gigbuilder, they praise the program for all the features, but many of them just don't work and or they have obvious bugs that never get fixed). I would still probably stick with wedj for the advertisement/listings, just not use Gigbuilder. The biggest feature that I would hate to loose that Gigbuilder does have is the text messaging to my cell phone when I get a new lead. Maybe we could get the people over at ShootQ to implement something like that.

I like what I've seen so for just looking it over while setting up shop. I'll let you know how it goes and what features I see that may be a good improvement over Gigbuilder.
_____________________________
Ron Priest - Louisville KY
New Website/Blog
Live StudioCam


Ron Priest
Veteran


Jul 10, 2009, 7:41 PM

Post #17 of 27 (1322 views)
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Hi Matt (again)

I've been looking at ShootQ and like what I see so far with one exception. I've discovered that in order to implement credit card payments inside ShootQ I have to have a Merchant account or a PayPal website Payments Pro account. I only have the standard PayPal account, and can't really justify the additional $30 monthly fee PayPal wants for the PayPal Pro account. So, I'm wondering if ShootQ would still be an advantage if the client couldn't make credit card payments inside ShootQ?

The way I do it now with wedj.com (Gigbuilder) is when my client clicks on the payment button, it takes them to PayPal to make the payment. I suppose I could still use ShootQ but would have to send my client a payment request via PayPal and I suppose I would have to manually credit that payment inside ShootQ, does that sound accurate you think?
_____________________________
Ron Priest - Louisville KY
New Website/Blog
Live StudioCam


Edit 1 Media
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Jul 13, 2009, 2:56 AM

Post #18 of 27 (1234 views)
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Re: [Ron Priest] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Hi Ron,

I know you asked Matt these questions, but I'm happy to answer some for you too.

Your question about leads is that depends on how you set up ShootQ. We can do more than one wedding per day so I don't have an automated email for inquiries and we do all custom pricing, so things are probably a little different for us. But when an inquiry comes in from our contact page on our website, we get an email notifying us (and that goes to my iPhone too). I go and look at the lead and decide if I need more info from them or if I want to send them a proposal right off the bat and I send it in a template email which I can tweak however I want. I can look at my leads and shoots on my iPhone too. It's great.

For credit cards....I have my merchant account through Costco (Elavon) so I can't do the cc directly either and I refuse to pay the extra percentage via PayPal or Google, not to mention that they take too long to deposit in to my account (up to 4-5 days). So set it as a manual payment, then run your credit card like you normally would (have the client call you or email their cc info) and enter it manually. It's not that big of a deal. It would be REALLY nice if it worked with my merchant account, but it's not like we are entering in 30 transactions per day, so it's not a deal breaker. You would do the same thing if you received a check or if you used PayPal manually.

The best thing about ShootQ is they have live webinars all the time and they are VERY responsive to feature requests. You know how I'm a stickler for customer service and these guys really have it! It does take a while to set up and wrap your brain around the way some things work, but overall it's a huge time saver! I really love that I have better tracking of where my leads came from, whose bills are due next, and cash flow projections. I'm also a "list" person so the task list is nice too.
__________

Laura Randall
Edit 1 Media Blog



Ron Priest
Veteran


Jul 13, 2009, 7:22 AM

Post #19 of 27 (1227 views)
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Hi Laura

Wow, so much good news in your post! I'll be getting my first iPhone at the end of the month, so I'm gearing up in preparation for it with MobileMe Im setting it up to keep my computers and iPhone all in sync from anywhere anytime, so I'm happy to hear that I get an email on my phone informing me of the new ShootQ lead, and even happier to know that I can check my leads and shoots via my iPhone.

So many questions, so much to learn. However, I've spent the last 2 days setting up ShootQ and I think Im ready to start working with leads. I think I have everything necessary to begin. I have the contract set up (but no workflows yet). I need to edit an initial questioner to send my lead asking for all of the necessary information that is need to complete the contract. So that's what I'm working on this morning. Maybe you can answer a question for me. If the father of the groom is paying for the wedding but the Bride is the one that needs to fill in some information inside the proposal, can she do so if I send the proposal to both the dad and the bride, or does she have to be the 1st relationship?

You mention that you are a "list" person, are you talking about tasks that you have built into workflows?
_____________________________
Ron Priest - Louisville KY
New Website/Blog
Live StudioCam


Edit 1 Media
Veteran


Jul 13, 2009, 1:03 PM

Post #20 of 27 (1219 views)
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Re: [Ron Priest] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Hi Ron,

Keep in mind that the iPhone app is fairly limited at this point, but it's definitely a nice tool to have when you are out on the road! My favorite email is "You've booked online with ShootQ!" and I didn't have to do much at all!

You can send questionnaires to whomever is associated with the lead. For instance I sent one to a bride but she said she was too crazy to fill it out so I sent it to her coordinator instead. Basically you are given a list of people you can email the info to at the bottom and you just check which ones. I hope that makes sense....you'll see it when you get there.

Also, you can set up a test bride and do a run through with everything and then delete it whenever you want to (or you can keep it active in case you want to still test stuff as you learn more about the program).

Have fun! :)
__________

Laura Randall
Edit 1 Media Blog



MLiebergot
Veteran


Jul 13, 2009, 1:12 PM

Post #21 of 27 (1218 views)
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Re: [Edit 1 Media] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Laura where are your ShootQ leads coming from, your website only?
Or is ShootQ obtaining leads for you as well.

Michael

Cameras: (3) Sony FX1, Canon HV20
Audio: Marantz PMD620, Edirol R44, ZoomH4N, ZoomH2, Sennhesier G2
Mics: Rode NT5, Rode NT3, Rode M3, Rode NTG2, Shure SM57, AT822
Software: Sony Vegas, Final Cut Studio
Computer: MAC BABY! MacPro, MacBook Pro


Edit 1 Media
Veteran


Jul 13, 2009, 8:14 PM

Post #22 of 27 (1196 views)
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Re: [MLiebergot] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Hi Michael,

The leads come through my website. ShootQ itself has nothing to do with generating leads. But what it does do is notify you of a lead and you can set up auto-responders. It will also tell you if there are any potential conflicts on that date. Then you set up template emails and questionnaires, etc. that you can send out. If a lead becomes a dead lead you can mark it that way and keep track of why you lost a lead. You can also keep track of where your leads are coming from (a specific website you advertise on, a particular vendor or bride, etc.) so it really helps with that aspect of running your business. That was always a hard thing for me to track so ShootQ has been very helpful in that regard!

Oh, if you get a direct email from a bride you can also enter it into ShootQ as a new lead. Same thing for a telephone inquiry. I hope that answers your question.
__________

Laura Randall
Edit 1 Media Blog



Ron Priest
Veteran


Jul 13, 2009, 8:51 PM

Post #23 of 27 (1190 views)
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In Reply To
Laura where are your ShootQ leads coming from, your website only?
Or is ShootQ obtaining leads for you as well.


Hi MIchael

I understand where your coming from for sure, wedj.com does generate a lot of leads but it's been my experience that many of them are tire kickers and never follow through once they fill out the reservation form and you email or call them back. I'm already sold on ShootQ because it runs circles around Gigbuilder. I may continue with my gold listing there for a while though and just try to implement my new ShootQ contact page everywhere I can. I take every advantage I can to lead potential clients to my blog more so then my website these days. And my contact page on my blog is the new ShootQ contact page. My price listing link on my blog use to go to my website price listing page, but instead, now it goes to my ShootQ price Page.

WeDJ does have the availability checker where the client can instantly check your availability, but I'm not so sure it's as effective as I use to think it was. If you want to take a tour on my blog and check out my contact page feel free. If you want a private tour around ShootQ as if you were my client, give me a call I'll be glad to let you see it from the clients eyes.
_____________________________
Ron Priest - Louisville KY
New Website/Blog
Live StudioCam


(This post was edited by Ron Priest on Jul 13, 2009, 8:53 PM)


Matt Davis
User


Jul 19, 2009, 6:44 PM

Post #24 of 27 (1128 views)
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Re: [Ron Priest] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post

Ron!

So freakin' sorry for not responding to this sooner. I had no idea a discussion was happening over here. Do any of you have problems with getting notifications to posts? Anyway. Thanks Laura for answering a lot of the questions.
ShootQ is a Godsend for us. We have labored definitely to set up all our contracts, packages, add-ons, calendars, etc. it might even take you a whole week or longer. But it was so worth it. Its like an automated machine now. We have a merchant account with authorize.net, and that works so much better than PayPal. Again, sorry for leaving everybody hanging. I'll keep an eye out. And you can give me a call Ron as well. It might be easier explaining things over the phone. Our studio number is 910-632-9559. I am out of the office right now for a few weeks, but our studio manager Jamie, can answer any and all questions you have too. Just tell her I sent ya. ;) I don't know how any video studio could get by without this awesome software.
Matt Davis

Life Stage Films
Our Blog
Follow Us on Twitter



Ron Priest
Veteran


Jul 23, 2009, 4:16 PM

Post #25 of 27 (1086 views)
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Re: [Matt Davis] ShootQ - Indespensible Solution for Lead/Client Data MGT [In reply to] Can't Post


In Reply To
Ron!

So freakin' sorry for not responding to this sooner. I had no idea a discussion was happening over here. Do any of you have problems with getting notifications to posts? ...

ShootQ is a Godsend for us. We have labored definitely to set up all our contracts, packages, add-ons, calendars, etc. it might even take you a whole week or longer. But it was so worth it. Its like an automated machine now. We have a merchant account with authorize.net, and that works so much better than PayPal. Again, sorry for leaving everybody hanging. I'll keep an eye out. And you can give me a call Ron as well. It might be easier explaining things over the phone. Our studio number is 910-632-9559. I am out of the office right now for a few weeks, but our studio manager Jamie, can answer any and all questions you have too. Just tell her I sent ya. ;) I don't know how any video studio could get by without this awesome software.


Thanks Matt for the offer to help, I'll keep your number handy so when I get frustrated and don't feel like looking it up in the forum. LIke you, I have been working my butt off for the last 10 days or so getting everything and preparing to start loading my current and past clients into it for marketing purposes. I signed up for the free version of Mad Mimi just until I have a chance to look at, then if It proves to be worth the time I may jump in with both feet. I'm like most people, I can stand spam, but when I receive news letters and promotions form those people who I have worked with, the I don't mind to stop and see what it is they have to say. The integration with ShootQ and iCal and Address book are very cool!

I applied for my authorize.net merchant account 3 days ago, and received approval today and had it set up in just a few minutes! I have contact info for a photographer that represents authorize.net if anyone want it, just PM me.

I just wanted to add one more note here concerning the title of this thread. It is an indispensable solution for Lead and Clients Data management, but it doesn't stop there, it's a total project management applications also, and for those who haven't yet looked into it, your missing out. I haven't been this excited since I switched over to my Mac!
_____________________________
Ron Priest - Louisville KY
New Website/Blog
Live StudioCam


(This post was edited by Ron Priest on Jul 23, 2009, 4:21 PM)

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