A planner's inbox fills with messages like "How much for a party?" You reply with a list of questions and wait for the answers. I would put those questions in a link and send it with the first reply.
How it works
- The client gives contact details and the type of event.
- They give a date, say if it can move and estimate the guests, so you can check availability and room size.
- They say whether a venue is booked, so you know whether to offer a venue search.
- They tick the services they want, from full planning to rentals, so you can quote the right package.
- They describe the style in their own words and tell you how they found you.
What a client's AI would ask
"What kind of event are you planning?" Then "What date do you have in mind, and is it flexible?" Then "Which services do you need?" It lists all the answers and sends them only after a yes. Learn about agent-fillable forms.
Good to know
The form collects inquiries. It does not book dates or check a calendar, so you reply yourself. Sort the CSV by date to spot clashes. Once a client books, send a song request form for the music and a wedding RSVP form for the guest list. Browse forms for events and forms for weddings.
Questions
How do I tell a serious inquiry from a casual one?
Look at the date, venue status and guest estimate columns in the CSV. A client with a date, a venue and a headcount is further along than one who left those blank.
Should the form ask for a budget figure?
It asks for a comfort level in words, not an amount. That keeps people answering. Ask for figures on your first call, once the client knows you.
Can I use it for weddings too?
Yes. The event type list includes weddings, and the services list covers day-of coordination. For a deeper wedding brief, use the wedding consultation template.