Event Planner Client Intake Form

Information you will need

• Do you want to upload an image? af image
• What's your printed name?
• EVENT PLANNER ONLY: What's your name?
• CLIENT ONLY: What's your name?
• What's your street address?
• What’s your ZIP code?
• What's your e mail address?
• What's your phone number?
• What time will the event start?
• Is the start time a.m. or p.m.?
• Is the end time a.m. or p.m.?
• What type of event is it?
• What's the name of the venue (if applicable)?
• What time will the event end?
• How many guests will there be?
• Is the event indoor or outdoor?
• Have you chosen a theme?
• What's the location of the event?
• What’s the theme?
• Does the event have a purpose or objective?
• What's the purpose or objective?
• Will the event require road closures?
• Do you want full or specific services?
• Do you need help with budgeting and financial management?

…and 29 more fields in the PDF.

Completed by the client.

The form includes 2 signature lines.