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A library of business, legal, and operational templates built for real estate photographers, Matterport service providers, 3D capture specialists, and proptech professionals.

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Job Intake & Workflow

Project Kickoff Sheet

A pre-shoot project kickoff sheet for real estate photographers and 3D tour creators to consolidate property, agent, timing, deliverables, licensing, and budget details for seamless job handoff.

Last updated Jul 7, 2026

Disclaimer: This template is for informational purposes only and is not legal advice. Have a qualified attorney review it before use.

What is the Project Kickoff Sheet?

The Project Kickoff Sheet is a structured pre-shoot document used by real estate photographers, 3D tour creators, and reality-capture professionals to consolidate every job-critical detail in one place. It captures property information, client and agent contacts, shoot date and access logistics, ordered deliverables, licensing terms, fees, and payment conditions — creating a verified handoff record that travels from the booking workflow through shoot day and into post-production.

When should you use this form?

Use the Project Kickoff Sheet immediately after a real estate photography or 3D tour job is confirmed and before any crew or equipment is dispatched. It is especially useful when multiple team members share a job, when a shoot involves both photography and Matterport or similar 3D capture, or when a listing agent needs written confirmation of deliverables, access arrangements, and licensing scope ahead of the shoot date.

What's included in this template?

  • Photographer and business name identification block
  • Property address, type, and approximate square footage
  • Shoot date, start time, estimated duration, and access instructions
  • Deliverables and services ordered with delivery timeline and method
  • Itemized fee table: base fee, add-ons, and total project investment
  • Payment terms and withheld-delivery-link policy for unpaid invoices
  • Non-exclusive MLS, social media, and print licensing grant with defined term
  • Special instructions, notes, and governing law clause

How do I fill out this form?

  1. Open the form at forms.wgan.info. Navigate to forms.wgan.info and locate the Project Kickoff Sheet template under the real estate photography category. Click the template to open the online form editor.
  2. Enter photographer and property details. Type the photographer's legal name, business name, property address, property type, and approximate square footage into the corresponding labeled fields.
  3. Set shoot date, time, and access instructions. Fill in the scheduled shoot date, start time, estimated duration, and any lockbox codes, agent-contact access notes, or entry instructions for the property.
  4. Specify deliverables, fees, and licensing terms. List all ordered services and deliverables, enter the base fee and any add-on amounts, set payment terms, and confirm the license term granted to the client upon full payment.
  5. Add special instructions and governing law. Record any staging notes, client-specific requests, or scope caveats in the Special Instructions field, then confirm or update the governing law jurisdiction for the project.
  6. Download and distribute the completed sheet. Click the download button to save the completed Project Kickoff Sheet as a PDF, then share it with the listing agent, any crew members, and your post-production team before shoot day.

Preview

Project Kickoff Sheet — page 1 preview covering Photographer / Service Provider, Property Information, Client & Agent Contacts
Page 1
Project Kickoff Sheet — page 2 preview covering Licensing & Usage Rights, Fees & Payment, Special Instructions & Notes
Page 2

First 2 pages shown — watermarked. Subscribe to fill out and download the unbranded document.

What this form covers

Photographer / Service Provider

This Project Kickoff Sheet is issued by **[PHOTOGRAPHER LEGAL NAME]**, operating under the business name **[PHOTOGRAPHER BUSINESS NAME]**. It serves as the single source of truth passed from your booking/sales workflow to your shoot-day and post-production team — so nothing falls through the cracks between "booked" and "delivered."

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Property Information

  • **Property Address:** [PROPERTY ADDRESS] - **Property Type:** Single-Family Residential / Condo / Commercial / etc. - **Approx. Square Footage:** [PROPERTY SQ FT]

The listing agent confirms the property will be accessible, clean, and shoot-ready at the confirmed time. Staging and decluttering are the client's responsibility.

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Shoot Date, Time & Access

  • **Scheduled Date:** [SHOOT DATE] - **Start Time:** [SHOOT START TIME] - **Estimated Duration:** [ESTIMATED SHOOT DURATION] - **Access:** [ACCESS INSTRUCTIONS]

If property conditions or scope changes require additional on-site time, supplemental fees will be disclosed before work continues.

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Deliverables & Services Ordered

**[DELIVERABLES LIST]**

All deliverables will be completed within **[DELIVERY DAYS] business days** of the shoot date and delivered via **[DELIVERY METHOD]**.

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Fees & Payment

| Line Item | Amount | |---|---| | Base Service Fee | [BASE FEE] | | Add-Ons | [ADD-ON FEES] | | **Total Project Investment** | **[TOTAL PROJECT FEE]** |

Payment is due **[PAYMENT TERMS]**. Unpaid invoices may result in withheld download links.

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Licensing & Usage Rights

Upon full payment, a non-exclusive license is granted for marketing **[PROPERTY ADDRESS]** — covering MLS, social media, and print collateral for the current listing. License term: **[LICENSE TERM]**. Provider retains full copyright.

Table of contents

  1. Photographer / Service Provider
  2. Property Information
  3. Client & Agent Contacts
  4. Shoot Date, Time & Access
  5. Deliverables & Services Ordered
  6. Licensing & Usage Rights
  7. Fees & Payment
  8. Special Instructions & Notes
  9. Governing Law

What's included

  • Property address, type, and square footage capture
  • Listing agent and onsite contact details
  • Scheduled shoot date, time, and access instructions
  • Full deliverables and services checklist
  • Turnaround time and delivery method confirmation
  • Licensing term and permitted-use definition
  • Itemized base fee, add-ons, and total project investment
  • Payment terms and late-fee notice
  • Special instructions field for unique property considerations
  • Governing state clause for dispute resolution
#kickoff#project#intake#workflow

Authoritative references

Official sources to consult when customizing this template. These supplement, but do not replace, advice from a qualified attorney licensed in your jurisdiction.

  • NIBS — National Institute of Building Sciences

    Standards and best practices for building documentation and digital twins.

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