Clarify the primary purpose of the event (e.g., wedding, corporate conference, birthday party).
Details about the goals you want to achieve (e.g., brand awareness, celebration, fundraising).
Outline Event Details:
Provide information on the date(s) and time(s) of the event
Discuss the expected number of guests
Budget Preparation:
Budget range for the entire event and any specific categories (e.g., catering, decorations)
Prioritize spending to align with goals
Venue Preferences:
Specific venue in mind or if need recommendations
Details on any preferred location or type of venue (e.g., outdoor, ballroom)
Theme and Style:
Desired theme, color scheme, or overall style of the event
Examples or inspirations you have in mind
Guest Experience:
Any special needs or requests for guests (e.g., accessibility, dietary restrictions)
Entertainment or activities they envision
Vendor Preferences:
Preferred vendors or if open to suggestions (e.g., caterers, photographers)
Logistics and Timing:
Any specific timing or scheduling preferences for the event
Any constraints or important deadlines
Communication and Approval:
How do you prefer to communicate and receive updates (e.g., email, phone)
Clarify the approval process for decisions and contracts
Legal and Contractual Requirements:
Ensure you are aware of any permits, insurance, or contractual obligations needed for the event
Personal Preferences and Expectations:
Have a conversation about any personal preferences or expectations for the planning process
Discuss vision and any specific ideas you are passionate about
Documentation:
Provide any existing documents or information related to the event (e.g., guest lists, previous event details)
Prepare a list of questions or concerns you want to address during the consultation
Review and Confirm:
Confirm the date, time, and location of the consultation
**By following this list, you can help ensure that you are well-prepared and that the consultation runs smoothly, allowing for a more efficient and effective planning process.
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