A client-facing welcome and onboarding packet sent after booking, covering shoot-day expectations, prep timelines, delivery process, photographer bio, and contact details for real estate photographers and 3D tour creators.
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The Welcome Onboarding Packet is a client-facing document sent to real estate and 3D tour clients after a shoot is booked. It consolidates shoot-day logistics, property preparation timelines, service summaries, file delivery instructions, usage rights, payment and cancellation terms, and photographer contact details into a single branded packet — giving clients a clear reference point from booking through final file delivery.
The Welcome Onboarding Packet is appropriate any time a real estate photographer, Matterport or iGUIDE operator, or reality-capture professional confirms a new booking. It is especially useful when working with first-time clients unfamiliar with shoot-day prep, when a package includes multiple services such as stills, drone, and 3D scanning, or when the photographer wants to reduce pre-shoot questions by delivering all logistics in one document.
First 2 pages shown — watermarked. Subscribe to fill out and download the unbranded document.
Thank you for choosing **[BUSINESS NAME]** for your upcoming real estate media session. This packet contains everything you need to know before, during, and after your shoot — preparation timelines, what to expect on the day, how your files will be delivered, and how to reach us with any questions.
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Great media starts with a well-prepared property. Here's a quick look at the recommended prep schedule:
**48 hours out** — Declutter all rooms, clear counters, replace burnt-out bulbs, and stage spaces as desired.
**24 hours out** — Finish exterior landscaping and pressure-washing, move vehicles from the driveway, and confirm gate/door access codes.
**Morning of the shoot** — Turn on every interior light, open window treatments, close toilet lids, and remove pet items from view.
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Upon arrival, your lead photographer will walk the property to assess lighting, plan angles, and flag any last-minute prep items. Photography typically begins with exterior shots before moving room-to-room inside. If a **Matterport or iGUIDE 3D scan** is included, it runs concurrently to minimize total time on site.
Drone operations are subject to FAA authorization and weather. If conditions are unsafe, the aerial component will be rescheduled at **no additional charge**.
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Your edited gallery will be ready within **[DELIVERY DAYS] business days** and delivered to **[CLIENT EMAIL]** via a private download portal. Files remain accessible for **[GALLERY ACCESS DAYS] days** — download and back up your media promptly.
All media is licensed for MLS submission, social promotion, print advertising, and client presentations for the listed property at **[PROPERTY ADDRESS]**.
Other templates capture pros use alongside this one.
Real Estate Agent One-Pager — WGAN 2026 form template.
Project Timeline & Turnaround — WGAN 2026 form template.
Member Marketing Playbook — WGAN 2026 form template.
Pricing and Margin Calculator — WGAN 2026 form template.
