Gathering Information

A phone call. A live one, I have a "could be customer" on the other side. They are interested in my work, they want to do a photo shoot. The keywords are '''they want''' to do a photo shoot with me. It doesn't mean that it will happen. There are those little pesky details like rates, rights... It's so easy to forget an item that I made a spreadsheet. Here's my form:

Comment Actual
Date & Time
Client company Who will pays
End user Final user
Client contact
Client decision maker Often not the same person
Local client Local or out of town
Referred from
Description of work
Capability needed
Due date
Shooting days
Client's special concerns
Client budget His bottom line
Rights wanted
Rights needed
Worth it? Will client pay on time?
Competitors/Others
Competitors/Others why?
Why me?
My fee What I'd like
My fee Lowest amount I will accept
Advance on fees
Advance on expenses
Payment schedule ....................................................

This form is a mixture of my experience and of the ASMP, the American Society of Media Photographers. Why do I use this form? Because I often forget, and then later "Oh s..t, I forgot to ask..." I don't always fill all the entries. The "worth it" entry is always filled afterward. I often do not hold the conversation in that order, but this form reminds me on how to steer the conversation.