Event Planning Intake Questionnaire
Customize this template to your workflow, send it to clients with your branding, and keep everything in your client portal.
Event details
Help us understand the nature, scale, and schedule of your event.
Event type
Select the category that best fits your event.
Share what you want guests to experience, moodboard links, or examples of events you love.
Approximate number of attendees to help with venue, catering, and staffing estimates.
Preferred event date(s)
Select your ideal date or date range. If flexible, list a few options or seasons.
Is your event date flexible?
Let us know how strict the schedule is so we can suggest alternatives.
Budget & logistics
Budget and logistical constraints help us create realistic proposals and vendor recommendations.
Estimated budget range (total event budget)
Select the range that best matches your overall budget for planning, venue, food, and entertainment.
Services you're interested in
Select all services you'd like us to handle or include in a proposal.
Where the event will take place or the city/area you’re targeting.
Must-haves & accessibility
List non-negotiables, accessibility needs, or special considerations we should plan around.
Tell us the things that must be included or absolutely cannot happen.
Dietary & accessibility considerations
Select any known dietary restrictions or accessibility needs for guests.
Anything else that could impact planning or vendor selection.
Inspiration & attachments
Share visuals or documents that show your style, floor plans, contracts, or vendor quotes.
Paste links to moodboards, Pinterest, or Instagram posts that show your preferred style.
Upload logos, venue contracts, or inspiration images
Please upload any files that will help us understand your vision or logistics (PDFs, images, floor plans).
Upload existing vendor agreements or quotes (optional)
If you already have vendor proposals or contracts, upload them here to help with budgeting and coordination.
Next steps & authorization
Confirm you’re ready to proceed and tell us any preferences for communication and follow-up.
Preferred follow-up
How would you like your planner to contact you after reviewing this form?
This helps us understand our referral sources and tailor communications.
Client acknowledgment & signature
Sign to confirm the details above are correct and that you'd like us to prepare a proposal.
Draw a signature in the box above
