Templates
The pre-send checklist, ready to copy
A pre-send checklist to run before every photo delivery, so nothing slips between the final edit and the client opening the gallery. It runs from culling through to the follow-up after sending.
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How to use this checklist
Copy it into your notes app or studio template, work top to bottom before every delivery, and adapt the bracketed lines to your workflow.
The checklist
BEFORE EXPORT [ ] Cull the set and complete all final edits. [ ] Rename files to client-ready names (max 255 characters). FILE PREP [ ] Export in a delivery format (JPEG or PNG; RAW also accepted). [ ] Check total batch size against your account storage (2 GB free). UPLOAD [ ] Pick files and set the gallery title (max 120 characters). [ ] Decide on an optional gallery password (8–256 characters) and expiry date. [ ] Upload files and let previews generate. REVIEW [ ] Review the gallery as the client will see it. [ ] Enable the download options the client needs (originals and/or JPEGs, ZIP). SEND [ ] Publish the gallery and copy the link. [ ] Send the delivery email [using your client template]. AFTER SENDING [ ] Note the follow-up [schedule an expiry reminder if an expiry date is set].
Notes
Formats and every current cap live on the files and limits page. For prep before export, see the guides on naming client photo files, JPEG vs PNG for delivery, and Lightroom export for delivery.
Originals are stored byte-for-byte, so clients download the exact files you upload. shoots.page is not a backup service — keep your own copies of delivered work.
Run it on a real delivery
Pick a finished set and walk the checklist end to end.