Hospitality Events – Restaurant launches, culinary events, wine tasting, consumer shows, hotel openings.Non-Profit Events – Fundraising walks, live auctions, volunteer appreciation events, awareness campaigns.Corporate Events – Trade shows, corporate parties, conferences, seminars, executive retreats.Social Events – Engagement parties, birthday parties, private parties, anniversary celebrations, weddings, family reunions.Here are several occasions where an intake form is commonly used: The intake form can be used for a diverse range of events across various industries. With happy clients, event planners are more likely to have repeat customers, which is essential for the success and long-term viability of an event planning business. The client intake form offers a structured approach for gathering information about the event, making sure that event planners have all the details needed to understand the client’s requirements, preferences, and expectations.Ĭollecting event details through an intake form showcases the planner’s desire to understand the client’s needs and deliver a successful experience that satisfies their expectations. The following examples are some of the ways a client intake form can benefit wedding planners, event coordinators, venue managers, and other professional event planners: Data Collection Provide any other information you would like to discuss: _ SIGNATURE If you only want specific services, what services do you require? _Īre there services you have already arranged? ☐ Yes ☐ No Provide any other details about the event: _ REQUIRED SERVICESĭo you require full event planning or specific services only? ☐ Full ☐ Specific
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Is there a purpose or objective of the event? ☐ Yes ☐ No Is it an indoor or outdoor event? ☐ Indoor ☐ Outdoorĭo you have a specific theme in mind? ☐ Yes ☐ No Venue Name (if applicable): _ Number of Guests: _ Phone: _ E-Mail: _ EVENT DETAILSĮvent Type: _ Event Date: _Įvent Start Time: _ ☐ a.m. Street Address: _Ĭity: _ State: _ ZIP Code: _ Information collected about new clients is confidential and will be treated accordingly. DISCLAIMER: Thank you for your interest in being a client of.