Event Planning Client Questionnaire
Event planning starts with the basics (date, guests, venue, budget) but succeeds on the details. This questionnaire gathers both, so you can build a plan and a quote after one conversation.
- 15 questions
- About 7 minutes for your client
- No account needed to fill it
The 15 questions, and why each one matters
Every question earns its place. Here's what each one tells you before you quote.
About you
- 1
Full name*
Short answer
Why ask: So you know who you're dealing with and can address them properly in your proposal.
- 2
Email address*
Email
Why ask: Where you'll send the quote, contract and updates.
- 3
Phone / WhatsApp number
Phone
Why ask: Most clients reply faster on WhatsApp than email, especially for quick approvals.
- 4
Business or brand name
Short answer
Why ask: Lets you look up their current website and social pages before your first call.
The event
- 5
What type of event?*
Multiple choice (one)
- Wedding
- Birthday
- Corporate event
- Conference
- Product launch
- Burial/memorial
- Party
- Other
Why ask: Each type of event has its own suppliers, timing and etiquette.
- 6
Event date*
Date
Why ask: Confirms your availability. Venues and suppliers book up fast.
- 7
Expected number of guests*
Short answer
Why ask: Guest count drives venue size, catering and most of the cost.
- 8
Do you have a venue?
Multiple choice (one)
- Yes, booked
- Considering some
- No, please help find one
Why ask: Finding a venue adds work and shapes your timeline.
- 9
Venue name or preferred area
Short answer
Why ask: Location affects suppliers, logistics and guest travel.
Services and style
- 10
Which services do you need?*
Checkboxes (many)
- Full planning
- On-the-day coordination
- Decor
- Catering
- Entertainment/MC/DJ
- Photography/video
- Guest management
- Rentals (chairs, tents)
Why ask: Defines exactly what you're responsible for, so nothing falls between suppliers.
- 11
Describe the theme, colours or feel you want
Paragraph
Why ask: The theme guides decor, invitations and supplier choices.
- 12
Share photos of events you love
Paragraph
Why ask: Pictures help you price the level of decor they have in mind.
- 13
Upload inspiration photos
File upload
Why ask: Saved pictures show the decor, colours and scale they expect better than any description.
Budget and timeline
- 14
What is your total budget for the event?*
Multiple choice (one)
- Under ₦1m
- ₦1m - ₦5m
- ₦5m - ₦15m
- Above ₦15m
Why ask: Ranges are easier for clients to answer than an exact number, and they tell you straight away which package to quote.
- 15
Anything else we should know?
Paragraph
Why ask: Catches deal-breakers early: tight deadlines, bad past experiences, or other people who need to approve the work.
How to use this template
- Step 1
Add it to your forms
Create a free account. The template is copied into your dashboard, ready to share.
- Step 2
Make it yours
Change the budget ranges to your prices, remove what you don't need and add your own questions.
- Step 3
Send one link
Paste the link into WhatsApp, email or a DM. Answers arrive in your dashboard with an alert.
See it as your client will
This is the form your client fills. Submitting is turned off in this preview.
Questions about this template
Is this event planning client questionnaire free?+
Yes. Create a free Formtified account, add the template to your forms and share it. Templates don't use AI credits, and responses are unlimited.
Can I change the questions?+
Yes. Edit, reorder or remove any question, change the answer options (for example, to your own budget ranges) and add your own questions before you share it.
Does my client need an account to fill it?+
No. Your client opens the link, fills the form on any phone or computer and taps Submit. You get an in-app and email alert, and the answers land in your dashboard.
Can AI write a version for a specific project?+
Yes. Describe the project in a sentence and Formtified AI asks a few quick questions, then writes a questionnaire for that exact project. Each AI form uses one credit, and you get 20 free when you sign up.