Describe the events you plan. Makeform creates a consultation form for event type, date, guest count, budget, venue status, priorities, and contact details before the call.
Send new event inquiries to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it to the Makeform builder. Each example is a starting structure, not a live AI result.
Audience
Couples requesting a full-service planning consultation
Format
Multi-step inquiry with budget and venue branches
Prompt size
294 chars
Example form structure
Multi-step inquiry with budget and venue branches
Names and contact details
Preferred date and flexibility
Estimated guest count
Overall event budget
Venue and planning status
Suggested routing tags
Wedding inquiries
Corporate events
Needs date review
Ask whether the date and venue are confirmed. A fixed date at a booked venue requires a different consultation than an early idea with flexible timing.
Step 1
Inquire
client shares event type, date, guests, and budget
Step 2
Qualify
planner reviews fit, scope, venue, and timing
Step 3
Consult
the call starts with a useful event brief
Step 4
Follow up
next steps reflect the client's actual priorities
Before the consultation
A structured consultation form shows whether a project fits your calendar and services before the conversation.
Require event type, date, guest count, budget, location, and venue status for a reviewable inquiry.
Show wedding, corporate, or fundraising questions only when relevant.
Ask what success looks like, what is decided, and where the client needs help.
Built around real inquiries
Share core qualification questions, then tailor details to each event.
Capture partners, date flexibility, venue progress, guests, budget, style, and services.
Collect goals, audience, decision-makers, brand needs, production scope, approvals, and budget.
Ask about the guest of honor, atmosphere, food, entertainment, and personal touches.
Record mission, fundraising goal, sponsors, ticketing, committee, program, and venue status.
Inquiry workflow
Turn your checklist into a consistent intake path for every prospect.
Name your event types, service area, and the details that determine fit.
Add your packages, budgets, lead times, venue options, and brand voice.
Show ceremony questions for weddings or sponsorship questions for fundraisers.
Publish on your contact page and route submissions for review before offering times.
Better discovery
Remove back-and-forth without requiring a full planning workbook before meeting.
Field guide
These six sections create a concise pre-call brief. Keep the universal questions required and reveal specialized details only when they apply.
Client and stakeholders
Capture the primary contact, organization or partners, communication preference, and decision-makers.
Event basics
Event type, purpose, date, city, and venue status establish the planning frame. Date flexibility can change the available options.
Scale and budget
Collect guest count and total working budget. State whether venue, catering, production, rentals, and planning are included.
Scope and progress
Let clients choose needed services, then ask what they have confirmed and their next deadline.
Vision and priorities
Ask about atmosphere, non-negotiables, concerns, and the desired guest experience. Offer an optional inspiration upload.
Consultation logistics
Ask for time zone, availability, meeting format, and referral source. Review the submission before confirming a call.
Related tools
Move from consultation to guest, vendor, sponsorship, and follow-up forms using related live Makeform tools.
Collect a deeper creative and logistics brief after the initial consultation.
Open toolRegister attendees and collect the details needed to run the event.
Open toolConfirm attendance, party size, and guest preferences for invited events.
Open toolStandardize applications from vendors interested in joining the event.
Open toolCapture sponsor interest, levels, contacts, and activation needs.
Open toolAsk attendees what worked and what should change after the event.
Open toolFAQ
Practical answers for planners designing a useful inquiry and discovery process.
It is a pre-call intake for prospective clients. It collects event type, date, guests, budget, location, venue status, requested services, and priorities so the planner can assess the inquiry and prepare.
Ask for contact details, event type, purpose, date flexibility, city or venue, guest count, budget range, planning stage, services, and availability. Add conditional questions for the selected event type.
Usually, yes. A range helps frame realistic scope. State whether it includes venue, catering, rentals, production, and planning, and offer an unsure option for early-stage inquiries.
Focus on information that changes fit, preparation, or routing. Use conditional logic for specialized questions and save detailed timelines, floor plans, vendor contacts, and menus for later.
Yes. Start with shared questions, then branch by event type. Show ceremony questions to wedding leads, approval questions to companies, and atmosphere questions to private hosts.
Yes. Add an optional upload for a brief, venue information, brand guide, sponsor deck, or inspiration images. Include open text for prospects without a document.
Yes. Makeform offers unlimited free forms and responses, so you can generate, edit, publish, and use your event planning consultation form without a response cap. The paid tier removes the Makeform badge.
Review the date, location, budget, scope, and priorities. Route the submission to your inbox, Slack, or a spreadsheet, then confirm whether you will offer call times, request details, or decline.
Make the first conversation count.
