Free Event Planner Consultation Form Template
Learn what a client is planning before the first call: the event, the date, the guest count, the venue and the budget, all in one inquiry.
Free Event Planner Consultation Form Template
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Who this template is for
Wedding planners, corporate event planners, party planners and venues use this template as the inquiry form on their website. It asks for the event type, a tentative date, the approximate guest count, where the venue search stands, the help the client wants and a budget range, plus three words that describe the vibe.
That is enough to tell a full planning job from a day-of coordination request before you pick up the phone, and to arrive at the consultation with ideas instead of a list of questions.
From inquiry to booked event
Every inquiry lands in your submissions with the event details and the budget side by side, and you get an email for each new one. Reply to set up the consultation at a time that suits you both.
With the CRM Cubby, each inquiry also becomes a Contact and a deal you move through your own stages, for example from inquiry to proposal sent to booked. Keep your notes from the consultation on the deal.
What's included
The questions a planner asks on a first call, answered before it. Adjust the event types, services and budget ranges to your business in the editor.
Businesses using this template
Wedding planners
Know the date, guest count and venue status before the first call.
Corporate event planners
Qualify conferences, offsites and launches by size and budget.
Party and celebration planners
Handle milestone birthdays, quinceañeras and anniversaries from one form.
Event venues
Learn the event type and guest count before a site visit.
Caterers and florists
Trim the list of services to the parts of an event you cover.
Customization notes
Most planners adjust the event types and the services they offer, change the budget ranges to their own currency and packages, and edit the message clients see after they submit. The heading promises a consultation within 48 hours, so change it to the promise you can keep.
Frequently asked questions
You can preview it on any plan. The services question lets clients tick several boxes, which is an advanced field, so creating a form from this template needs the Starter plan or higher.
Yes. The ranges are in US dollars by default. Rename the question and edit the ranges in the editor to match your currency and your packages.
No. The form collects the inquiry and you reply to agree a time. If you use a scheduling tool, add its link to the message clients see after they submit.
Every inquiry lands in your submissions and you get an email for each one. With the CRM Cubby it also becomes a Contact and a deal you move through your own stages.
Yes. The template comes in English, Spanish and Brazilian Portuguese, and the form is created in the language your dashboard is set to.
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