Event Planning Intake Questionnaire
About this template
This event planning intake questionnaire helps planners collect the core details needed to assess a prospective event and prepare a tailored proposal. It covers event type and vision, preferred dates, guest count, budget, location, requested services, must-haves, accessibility considerations, and supporting files.
Who it’s for
- Event planners qualifying new inquiries
- Wedding and private event planning teams
- Corporate event and conference planners
- Planners preparing service proposals and vendor recommendations
When to use it
- Before an initial planning consultation
- When preparing an event planning proposal
- After a client has identified a tentative date or location
- When gathering requirements for vendor sourcing and coordination
Customization tips
- Add a question for event start and end times if scheduling is a priority.
- Include venue capacity or preferred venue details for location-specific planning.
- Adjust budget ranges to match the types of events your business serves.
- Add service options for specialties such as entertainment booking, registration management, or guest transportation.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Event Planning Intake Questionnaire
Event details
Help us understand the nature, scale, and schedule of your event.
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.
Select your ideal date or date range. If flexible, list a few options or seasons.
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.
Select the range that best matches your overall budget for planning, venue, food, and entertainment.
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.
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.
Please upload any files that will help us understand your vision or logistics (PDFs, images, floor plans).
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.
How would you like your planner to contact you after reviewing this form?
This helps us understand our referral sources and tailor communications.
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
